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Resources

Links

Client Portal Login

Use this link to access the login page for my client portal.  

IRS Payments Page
Use this link to make a payment to the IRS, or to explore payment plan options.

IRS Where's My Refund Page
Use this link to view the status of your federal income tax refund. You will need your social security number, filing status, and the refund amount for the tax year you are looking up.

MA Tax Connect Login Page

Use this link to create your MA Tax Connect account or to login to your existing account. There are links to many useful sub pages on the MA Tax Connect login page, such as to make a payment and to check the status of your MA tax refund.

Are you an Independent Contractor or an Employee?
Massachusetts independent contractor three part test

Forms

Form W-9

Request for Taxpayer Identification Number and Certification
Fillable pdf download


Form W-4
Employee's Withholding Certificate
Fillable pdf download


Form W-4P
Withholding Certificate for Periodic Pension or Annuity Payments
Fillable pdf download

Downloads

Blank Transaction Register
Be sure to click Enable Editing on the ribbon that appears upon opening the file.
Book a free consultation to discuss automating and tailoring this template to your needs.

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