top of page

IRS
Individual
Account
Access

Access Tax Records :

  • View key data from your most recently filed tax return, including your adjusted gross income, and access transcripts

  • View information about your Economic Impact Payments

  • View information about your advance Child Tax Credit payments

  • View digital copies of certain notices from the IRS

 

Make and View Payments :

  • Make a payment from your bank account or by debit/credit card​

  • View 5 years of payment history, including your estimated tax payments

  • View any pending or scheduled payments

 

View Your Balance :

  • View the amount you owe and a breakdown by tax year

 

View or Create Payment Plans :

  • Learn about payment plan options and apply for a new payment plan

  • View details of your payment plan if you have one

 

View Tax Pro Authorizations :

  • View any authorization requests from tax professionals

  • Approve and electronically sign Power of Attorney and Tax Information Authorization from your tax professional

​

Where is My Refund?

The Status of Your IRS Refund Will Need The Following Info :

  • Social Security Number      (If you filed a Form 1040, the Social Security Number is shown on Page 1 in the upper right hand corner.)

  • Filing Status                            (If you filed a Form 1040, the Filing Status is shown on the top of the form above your name and social security number.

  • The refund amount as shown on your tax return. (If you filed a Form 1040, the Refund Amount is shown on Line 35a.)

 

​

IRS 2 Go
The Official Moile App of The IRS

IRS2Go Offers Many Features :

 

Refund Status :

  • Check the status of your federal income tax refund using IRS2Go. You can check your refund status within 24 hours after we receive your e-filed return, or about four (4) weeks after mailing your paper return.

 

Make a Payment :

  • Get easy access to mobile-friendly payment options like IRS Direct Pay, offering you a free, secure way to pay directly from your bank account. You can also make a credit or debit card payment through an approved payment processor.

 

Free Tax Help :

  • Get your taxes done and filed. You can directly access FREE tax software from your mobile device to quickly prepare and file your taxes and get your refund. Or, if you prefer receiving help in-person, you can find a Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) site near you and receive free tax help. These programs are available to taxpayers who qualify.

 

​

​

IRS2Go is available in both English and Spanish.

Tax Withholding Estimator
(W-4 Form)

Tax Withholding Estimator:

 

 Use this tool to estimate the federal income tax you want your employer to withhold from your paycheck.

This is tax withholding.

See how your withholding affects your refund,

take-home pay or tax due.

​

​

How It Works :

Use this tool to securely:

  • Estimate your federal income tax withholding

  • See how your refund, take-home pay or tax due are affected by withholding amount

  • Choose an estimated withholding amount that works for you

 

Results are as accurate as the information you enter.

​

​

​

What You Need/Have this ready:

  • Paystubs for all jobs (spouse too)

  • Other income info (side jobs, self-employment, investments, etc.)

  • Most recent tax return

 

No personal information is needed. Your information isn't saved

​

​

​

​

Don't use this tool if:

  • You have a pension but not a job. Estimate your tax withholding with the new Form W-4P.

  • You have nonresident alien status. Use Notice 1392, Supplement Form W-4 Instructions for Nonresident Aliens.

  • Your tax situation is complex. This includes alternative minimum tax, long-term capital gains or qualified dividends. See Publication 505, Tax Withholding and Estimated Tax

Beneficial Ownership Information Reporting
(Company Reporting)

Beneficial ownership information

 

Beneficial ownership information refers to identifying information about the individuals who directly or indirectly own or control a company.

​

In 2021, Congress passed the Corporate Transparency Act on a bipartisan basis. This law creates a new beneficial ownership information reporting requirement as part of the U.S. government’s efforts to make it harder for bad actors to hide or benefit from their ill-gotten gains through shell companies or other opaque ownership structures.

​

A reporting company created or registered to do business before January 1, 2024, will have until January 1, 2025 to file its initial beneficial ownership information report.

A reporting company created or registered on or after January 1, 2024, and before January 1, 2025, will have 90 calendar days after receiving notice of the company’s creation or registration to file its initial BOI report. This 90-calendar day deadline runs from the time the company receives actual notice that its creation or registration is effective, or after a secretary of state or similar office first provides public notice of its creation or registration, whichever is earlier.

​

​

A person who willfully violates the BOI reporting requirements may be subject to civil penalties of up to $500 for each day that the violation continues. That person may also be subject to criminal penalties of up to two years imprisonment and a fine of up to $10,000. Potential violations include willfully failing to file a beneficial ownership information report, willfully filing false beneficial ownership information, or willfully failing to correct or update previously reported beneficial ownership information.

Savings Goal Calculator

Savings Goal Calculator:

 

Calculate how much money you need to contribute each month in order to arrive at a specific savings goal.

Compound Interest Calculator

 

What is Compound Interest?

​

In simple terms, compound interest is interest you earn on interest. With a savings account that earns compound interest, you earn interest on the initial principal plus on the interest that accumulates over time.

When you add money to a savings account or a similar account, you receive interest based on the amount that you deposited.

For example, if you deposit $1,000 in an account that pays 1 percent annual interest, you’d earn $10 in interest after a year.

​

​

​

​

“Compound interest is the eighth wonder of the world.

He who understands it, earns it ... he who doesn't ... pays it.”

-- Albert Einstein

​

​

​

​

bottom of page