Individual & Family Tax
Guides written from real client questions. No sign-up wall, no sales pitch — read them and decide for yourself whether you need help.
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The most important guides on this topic.
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ToolsWhat to bringTick what applies to you for the tax year you are filing and get the list of documents to bring. Nothing you tick leaves this page.
ToolsTax deadlinesFederal, FBAR and California dates for the next fifteen months, already moved for weekends and holidays.
ToolsWhat does my IRS or FTB letter mean?Type the code printed in the corner of the letter — CP2000, LT11, Letter 4883C, FTB 4502. Only the code: never your Social Security number or anything else from the letter.
ToolsPay, check a refund, or check a letterGovernment websites only. Scammers copy these pages, so check the address in your browser before you pay or sign in.
Tools183-day counterCount your days in the United States the way the IRS does for the substantial presence test. Nothing you type leaves this page.
ToolsEstimated tax: the safe harborThe least you need to have paid during the year to avoid the underpayment penalty, federal and California, and how it splits across the four payments. Nothing you type leaves this page.
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