Resources

We have compiled a list of Websites that we have found to be helpful resources of information.

Financial

Bank Rates

www.bankrate.com
Current information on money rates for home loans and other loans as well as savings deposits.


Nat’l Tuition Savings Programs

www.collegesavings.org
For information on Tuition Savings Plans nationwide, visit this site sponsored by the National Association of State Treasurers.


California’s ScholarShare Tuition Program

www.scholarshare.com
It’s never too early to start savings for college. ScholarShare offers a tax-advantaged way to put aside money for a child’s college education.


National Association of Unclaimed Property Administrators

www.unclaimed.org
Visit this site for links to official state-by-state sites to search for unclaimed property.

Governmental

THE INTERNAL REVENUE SERVICE (IRS)

www.irs.gov
Toll Free Hotline: (866) 699-4083
Home of the IRS on the Web.


IRS Forms and Publications

http://www.irs.gov/formspubs/index.html?portlet=3


IRS Information for Businesses

http://www.irs.gov/businesses/index.html


2010 Calendar for Businesses and the Self-Employed

http://www.tax.gov/calendar/


IRS Information for Retirees

http://www.irs.gov/retirement/index.html


IRS Withholding Calculator

(FYI: Withholding tips are provided. Scroll down to the bottom to continue to the calculator. You will first be asked a series of questions before the withholding is calculated)
http://www.irs.gov/individuals/article/0,,id=96196,00.html?portlet=2


How much was my 2008 Stimulus payment?

https://sa2.www4.irs.gov/irfof/IRServlet?app=IRACTC&selectLanguage=en


To request a copy of your Tax Return

http://www.irs.gov/individuals/article/0,,id=214477,00.html?portlet=1


Change of Address

(download Form 8822 in pdf. format)
http://www.irs.gov/taxtopics/tc157.html?portlet=1


How to Contact the IRS

http://www.irs.gov/contact/index.html?portlet=1
Telephone numbers and links to local IRS offices


Telephone Assistance for Individuals:

Toll-Free, 1-800-829-1040
Hours of Operation: Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time
(Alaska & Hawaii follow Pacific Time).


Telephone Assistance for Businesses:

Toll-Free, 1-800-829-4933
Hours of Operation: Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time
(Alaska & Hawaii follow Pacific Time).


Contact my local office

http://www.irs.gov/localcontacts/index.html


LATEST IRS NEWS

http://www.irs.gov/newsroom/index.html


Frequently Asked Questions

http://www.irs.gov/faqs/index.html?portlet=5


Where to file paper returns, with or without payment

http://www.irs.gov/file/index.html


Social Security

www.ssa.gov
Visit Social Security On-line to check your benefits, learn about medicare, or get employment disability assistance.

California only

For State Taxes, contact the Franchise Tax Board
www.ftb.ca.gov
• To set up electronic payments of taxes through Webpay: http://www.ftb.ca.gov/online/webpay/index.asp or call Customer Service at (916) 845-0353
• “My FTB Account” at http://www.ftb.ca.gov/online/myacct/index.asp can resolve many questions you may have, including
o View estimated tax payments, recent payments applied to your balance due, and the total balance due on your account;
o Look up your California wage and withholding information and FTB-issued 1099-G and 1099-INT records; and
o Link to other online services.


California Secretary of State (for Businesses)

http://www.sos.ca.gov/business/be/forms.htm
Direct link to forms, applications, business resources, business name availability and more.


California State Board of Equalization (BOE)

http://www.boe.ca.gov/
For information on Sales & Use Tax, obtain forms and permits, E-file returns to the BOE.


Employment Development Department (EDD)

http://www.edd.ca.gov/
Information on unemployment, disability insurance, paid family leave and more.


California Attorney General

http://caag.state.ca.us/charities/index.htm
Search the CAG database and view tax returns filed by California charities to see how the charity spends your money.

Miscellaneous

Kelley Blue Book

www.kbb.com
New and Used Vehicle Pricing


Comparison of Leasing vs. Buying a Vehicle Calculator

www.edmunds.com


Residential Energy Efficient Property

http://www.energystar.gov/index.cfm?c=tax_credits.tx_index
If you purchase an energy-efficient product or renewable energy system for your home, you may be eligible for a federal tax credit.


Comprehensive list of state, local and utility energy incentives:

www.dsireusa.org/summarytables


Hybrid Vehicles: A complete list of available hybrids and their credits

www.fueleconomy.gov


AARP’s Reverse Mortgage Calculator

www.rmaarp.com

Charitable Organization Information

GuideStar.org
GuideStar is the national database of U.S. charitable organizations, gathers and distributes data on more than 850,000 IRS-recognized nonprofits.

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