Ross & Associates Tax Office

Official tools · Clear next steps

Helpful IRS links & taxpayer resources

Find the official IRS tool for your next step. Each IRS resource opens in a new tab so you can check current information directly at the source.

How long to keep tax records

Review recordkeeping guidance and circumstances that affect retention.

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Where’s My Refund?

Check federal refund information and status directly with the IRS.

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IRS Online Account

Access your individual IRS account, balances, payments, and available records.

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Tax Withholding Estimator

Use the IRS tool to review your federal income tax withholding.

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Federal tax rates & brackets

Read the current IRS explanation of federal income tax rates.

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Federal tax calendar & due dates

Check IRS calendar resources and applicable deadlines at the source.

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Taxpayer Bill of Rights

Understand your fundamental rights when working with the IRS.

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Interactive Tax Assistant

Explore the IRS question-and-answer tool for selected tax topics.

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Received an IRS notice?

Find guidance about an IRS notice or letter. Share your notice securely with our team if you need help.

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Official Form W-9

Get the IRS form and instructions for taxpayer identification and certification.

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Tax Appointment Checklist

Know what to gather for Phone, Zoom, confirmed in-office or mobile appointments, secure upload filing, and business or self-employed returns.

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Tax Calendar Guide

Find the official filing, payment, estimated-tax, and business calendar resources that apply to your situation.

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Tax Office guidance

Tax Calendar Guide

Check the current IRS source for the return and payment you need to make. Due dates can vary with the tax year, type of return, weekends, holidays, location, and applicable relief.

For individuals, use the filing guidance and Form 1040-ES resources below. A filing extension generally does not extend the payment deadline. For businesses and employers, confirm your form instructions and payment or deposit schedule. Review current disaster-relief notices when applicable.

Need help identifying the right next step? Contact our team before a deadline. This guide is a preparation aid; the linked IRS sources contain current requirements.

Need help choosing your next step?

Contact our team or book an appointment to discuss your situation. These links provide general resources; they do not replace guidance based on your records.

Ross & Associates Tax Office is an independent tax preparation business and is not affiliated with or endorsed by the IRS. Enter IRS credentials, refund details, and taxpayer information only on the appropriate official secure site. Send documents to our office only through TaxesToGo or the secure method our team provides.