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We hope that some of these RESOURCES help you out. If you have other questions, don't hesitate to call ☎️. We can help!
IRS Links:
NYS Links:
Other Financial Links:
The Reporting Rule requires certain entities to file beneficial ownership information (BOI) reports to FinCEN. The penalties are costly.
Are you wondering where your federal (IRS) refund is? This official IRS portal helps get some information on the status.
Sometimes it is easier to just get an appointment with the IRS local office rather than figuring out its phone tree - and waiting on hold.
A .pdf document of the Tax and Earned Income Credit Tables from the instructions for Form 1040 (2023 tax year)
Get your IRS tax record. You can request your tax records online or by mail. Form 4506 and Form 4506-T.
Paying estimated taxes can minimize your penalties at tax time. Use Form 1040-ES - be sure you know tax year.
See what the IRS has under your business account
As of August 2024, NYS does not process corporate tax searches. The link below gives your information how it can be done online. There is a helpful video too!
Are you wondering where your state (NYS) refund is? This official NYS portal helps get some information on the status.
Did you receive unemployment compensation? Need help getting your NYS Form 1099-G tax form.
If you have a business that requires collecting and paying sales tax, this portal is for you! NYS Sales Tax Web File.
Links to helpful publications on NYS sales tax
Paying estimated taxes can minimize your penalties at tax time. Use IT-2105 - be sure you know tax year.
Did you receive Social Security benefits, and have trouble locating your SSA-1099? This official SSA link should help you out!
The Small Business Association is a great resource for business owners. This portal can help you plan. It can even help you find funding!
The New York State Bar Association put together great information about the basics of the Will.
It's important to recognize whether your side hustle is a hobby or business.
It is the easiest way for you to receive relevant information, especially during tax season. Make sure you are aware of tax planning ideas or reminders on issues that have hard deadlines.
Kind of ridiculous, but Facebook's slanted policies and selective enforcement put me in FACEBOOK JAIL. Feel free to read the inside scoop.
Be a part of my LinkedIn network. I like to share tax and estate planning posts from time to time. Occasionally, I even write a post and share throughout my network.
Consider following our Twitter account. Be the first to see new Tweets that may be relevant to your tax and financial goals.