Tax & Business Resources
Curated resources for individuals, self-employed professionals, and business owners.
The following resources are provided for informational purposes. While we strive to link to authoritative sources, tax laws and regulations change frequently. Always verify current information directly from the source agency.
IRS Resources
IRS Free File
Free tax preparation software for eligible taxpayers. Guided tax preparation available for those with adjusted gross income below $79,000.
FilingIRS Tax Withholding Estimator
Estimate your federal income tax withholding to ensure you have the right amount withheld from your pay.
PlanningIRS Get Transcript
Request copies of your tax returns or transcripts online. Useful for income verification and loan applications.
RecordsIRS Interactive Tax Assistant
Automated tool that answers common tax questions based on your specific situation.
GuidanceWhere's My Refund?
Check the status of your federal tax refund within 24 hours after e-filing.
FilingIRS Direct Pay
Pay your taxes online directly from your bank account. Secure and free.
PaymentsTax Forms & Publications
Form 1040 and Instructions
U.S. Individual Income Tax Return. The primary form for individual taxpayers.
IndividualForm Schedule C
Profit or Loss from Business. Used by sole proprietors and single-member LLCs.
BusinessForm Schedule SE
Self-Employment Tax. Calculates Social Security and Medicare taxes for self-employed individuals.
BusinessForm 1099-NEC
Nonemployee Compensation. Reports payments to independent contractors.
InformationForm 4562
Depreciation and Amortization. Reports depreciation deduction on business assets.
BusinessForm 1040-ES
Estimated Tax for Individuals. Includes payment vouchers for quarterly estimated taxes.
PlanningBusiness Resources
U.S. Small Business Administration
Resources for starting and growing a business, including financing options and business planning guidance.
GeneralSCORE Business Mentoring
Free business mentoring and resources from retired executives and entrepreneurs.
MentorshipIRS Small Business and Self-Employed Tax Center
Comprehensive tax resources specifically for small business owners and self-employed individuals.
TaxBusiness Structure Guide
Information on choosing the right business structure: sole proprietorship, LLC, S corporation, or partnership.
PlanningEIN Application
Apply for an Employer Identification Number online. Free service from the IRS.
RegistrationU.S. Department of Labor
Information on federal employment laws, wage requirements, and worker classifications.
ComplianceRetirement Planning
IRS Retirement Plans
Overview of retirement plan options for self-employed individuals and small businesses.
PlanningSEP IRA Plan
Simplified Employee Pension IRA information. High contribution limits for self-employed individuals.
AccountsSolo 401(k) Plans
One-Participant 401(k) Plan information. Allows both employer and employee contributions.
AccountsTraditional vs Roth IRA
Comparison of traditional and Roth IRAs, including contribution limits and income limits.
AccountsSocial Security Estimator
Estimate your future Social Security benefits based on your earnings record.
PlanningProfessional Resources
National Notary Association
Education, supplies, and resources for notaries public. Industry best practices and state requirements.
NotariesAmerican Society of Notaries
Notary education, certification, and professional support services.
NotariesLoan Signing System
Training and certification for loan signing agents. Industry-specific knowledge and best practices.
Loan SigningNotary2Notary
Community and resources for notaries and loan signing agents.
Loan SigningNeed Professional Guidance?
While these resources provide valuable information, nothing replaces personalized advice from a tax professional. Contact us to discuss your specific situation.