Client Resources

Common Tax Resources

For “get it quick” routine issues:

IRS Website

 

To check that you paid your CA estimated taxes:

FTB: Check estimated payments & balance due

 

To find the Publically Traded Partnership (PTP) you might have forgot about:

K-1 Support - PTP Look-up

 

As a quick index to free web-based resources by topic:

Tax Resources on the Web 

 

To find the basis for stock you inherited:

Historical Stock Values

  

To learn more about the benefits of Roth IRAs:

Roth IRA

 

To help you figure out the value of the used items you donated:

Salvation Army Non-cash Value Guide

 

To find the property taxes paid when you don’t remember:

All CA County Assessors 

 

To review your options on when to start receiving Social Security benefits:

Social Security Administration 

 

To begin researching an IRC 529 plan (College Savings Plan):

Saving for College

 

For the client who knows he/she worked in multiple locations last year, but didn’t manage to keep receipts:

Domestic per diem rates

 

When completing an estate tax return and listing various stocks owned:

CUSIP Look-up (Fidelity) 

 

To calculate the deductible DMV fees you paid during the year:

CA DMV VLF Calculator 

 

For small businesses considering their choices in offering retirement plans:

IRS Retirement Planner

 

Enrolled Agents: America's Tax Experts

We are here to clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed.

Contact

  • Contact:
    Chris de Lorimier, EA MBA NTPI Fellow
  • Phone:
    (626) 386-5117
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

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