If you do not already have an IRS Online Account, consider creating one. It gives you direct access to important federal tax information, including balances, payment history, tax records and transcripts. Having an account can also be especially helpful when you need to confirm that an estimated tax payment or other payment has been properly credited.
Access return transcripts, account transcripts, wage and income information and other federal tax records. These records can be useful when a prior return is unavailable or when information reported to the IRS needs to be confirmed.
Use the IRS estimator to check whether federal income tax withholding from wages, pensions or annuities may need to be adjusted. The estimator can be a useful starting
point for straightforward withholding questions.
If you file California tax returns, consider setting up a MyFTB account. It provides online access to your California tax account, including balances, payment history, estimated tax payments, notices and correspondence. It can also help you confirm that California tax payments have been received and properly credited.
Access the Franchise Tax Board’s official payment options for estimated taxes, balances due and other California income tax payments.
Clear Tax Compass is developing additional guides, checklists and organizers addressing issues that commonly arise for professionals, business owners, real estate investors and international taxpayers.
A few minutes now is the first step toward a clearer, more coordinated tax picture.
Submitting the Fit Review does not commit you to an engagement.
Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.
