Resources

Tax Tools and Calculators

• IRS Tax Withholding Estimator: Use this tool to estimate the correct amount of tax to withhold from your paycheck. IRS Tax Withholding Estimator

• Tax Calculator: Estimate your tax liability with this comprehensive tax calculator. H&R Block Tax Calculator

• Self-Employment Tax Calculator: Determine your self-employment taxes with this specialized calculator. QuickBooks Self-Employment Tax Calculator

Important Tax Links

• Internal Revenue Service (IRS): Access the official IRS website for forms, instructions, and tax information. IRS Official Website

• California Franchise Tax Board: Find information on California state taxes, forms, and e-services. California Franchise Tax Board

• Social Security Administration: Learn about social security benefits and retirement planning. Social Security Administration

• Norwalk Chamber of Commerce: Stay connected with local business resources and community events. Norwalk Chamber of Commerce

Tax News and Updates

• IRS Newsroom: Stay up-to-date with the latest news and updates from the IRS. IRS Newsroom

• Tax Foundation: Access research and analysis on tax policies and trends. Tax Foundation

• Forbes Tax News: Get the latest tax news and insights from Forbes. Forbes Tax News

Helpful Articles

• Understanding Tax Deductions: Learn about common tax deductions and how to maximize them. Understanding Tax Deductions

• Top Tax Tips for Small Businesses: Discover essential tax tips for small business owners. Top Tax Tips for Small Businesses

• Retirement Planning Strategies: Explore effective strategies for retirement planning. Retirement Planning Strategies

Tax Forms and Publications

• IRS Forms and Publications: Download federal tax forms and publications directly from the IRS. IRS Forms and Publications

• California State Tax Forms: Access state tax forms and publications from the California Franchise Tax Board. California State Tax Forms

• Small Business Forms: Find essential forms for small businesses, including payroll and tax forms. Small Business Forms

Contact Us
If you have any questions or need further assistance, please don't hesitate to contact us. We are here to help you with all your tax and financial needs.
Thank you for visiting the Resolveone Tax Specialist and Services Resource Center. We hope you find these resources helpful in managing your tax and financial matters.

Preparing for tax season can be a daunting task, but Resolveone Tax Specialist and Services is here to help you stay organized and stress-free. Use this comprehensive checklist to gather all the necessary documents and information before your tax appointment. If you have any questions or need further assistance, please don't hesitate to contact us.
 

Personal Information

• Identification: Government-issued photo ID (e.g., driver's license, passport).

• Social Security Numbers: For yourself, your spouse, and any dependents.

• Bank Account Information: Routing and account numbers for direct deposit of refunds.

 

Income Documents

• W-2 Forms: Wage and salary statements from all employers.

  • 1099 Forms: Various types of income, including:

  • 1099-MISC: Miscellaneous income.

  • 1099-NEC: Non-employee compensation.

  • 1099-DIV: Dividends and distributions.

  • 1099-INT: Interest income.

  • 1099-G: Government payments (e.g., unemployment).

  • 1099-R: Retirement plan distributions.

  • 1099-B: Brokerage statements showing investment transactions.

  • 1099-S: Sale of property.

• K-1 Forms: Income from partnerships, S-corporations, estates, and trusts.

• Other Income: Alimony received, jury duty pay, gambling winnings, etc.

 

Deduction and Credit Documents

• Mortgage Interest Statement (Form 1098): For home mortgage interest.

• Property Tax Records: Receipts or statements showing property taxes paid.

• Medical Expenses: Receipts and records of out-of-pocket medical and dental expenses.

• Charitable Contributions: Receipts or letters from charitable organizations.

• Education Expenses: Tuition payments (Form 1098-T), student loan interest (Form 1098-E), and other education-related expenses.

• Childcare Expenses: Records of payments made to childcare providers and their tax ID numbers.

• Investment Expenses: Records of investment-related expenses.

• State and Local Taxes Paid: Records of state and local income taxes, sales taxes, or real estate taxes paid.

 

Business and Self-Employment Documents

• Income Records: Records of all income received from business or self-employment.

• Expense Records: Receipts and documentation for business-related expenses.

• Mileage Log: Record of miles driven for business purposes.

• Home Office Deduction: Records of expenses related to maintaining a home office.

• Estimated Tax Payments: Records of any estimated tax payments made during the year.

 

Other Relevant Documents

• Last Year’s Tax Return: Copy of your previous year’s tax return.

• Foreign Bank Account Information: Details of any foreign bank accounts and the amounts held.

• Health Insurance Information: Forms 1095-A, 1095-B, or 1095-C for health insurance coverage.

• Unemployment Benefits: Statements showing unemployment benefits received.

• Retirement Contributions: Records of contributions to IRAs, 401(k)s, and other retirement accounts.