Resources
Tax Resources and Planning Tools
Access official tax accounts, monitor common filing deadlines, review current planning benchmarks, estimate potential cost segregation benefits, and find practical tax guidance. These resources provide a useful starting point, but tax decisions should be evaluated in the context of your complete facts.
Featured Resources
Tax Tools From Steven J. Cashiola, CPA
Use these resources to identify an IRS notice, review current tax planning data, and monitor common tax filing and payment dates.
IRS CP Notice Lookup
Enter the CP number from an IRS notice to identify the general issue and review common response considerations before taking action.
Look Up an IRS NoticeTax Planning Dashboard
Review IRS reference rates, annual tax limits, retirement thresholds, and economic indicators that may affect tax planning and financial decisions.
View the DashboardTax Due Dates Calendar
Review common tax filing and payment dates in an online calendar. The applicable deadline may depend on the taxpayer, return, transaction, and available extensions.
View Tax Due DatesReal Estate Resource
Cost Segregation Calculator for Real Estate Investors
Cost segregation may accelerate depreciation by identifying building components that qualify for shorter recovery periods. The timing and value of the deductions depend on the property, depreciable basis, placed in service date, ownership structure, passive activity rules, taxable income, and future plans.
Evaluate the Potential Depreciation Benefit
The calculator below provides a preliminary estimate based on information entered about the property. A complete analysis requires review of the property records, depreciable basis, acquisition or construction costs, current depreciation schedules, ownership structure, and the taxpayer's overall tax position.
Depreciation Estimate
Estimate Potential Cost Segregation Benefits
Enter the requested property information to generate a preliminary estimate of potential accelerated depreciation.
For easier viewing on a phone, open the cost segregation calculator in a separate browser window.
Open Cost Segregation CalculatorThe calculator provides an estimate only. It is not a cost segregation study, tax return, appraisal, or tax opinion. Actual results depend on the property's eligible depreciable basis, building components, placed in service date, depreciation history, applicable tax law, passive activity limitations, ownership structure, taxable income, and other facts.
Federal Tax Resources
IRS Accounts, Records, Payments and Refunds
These links connect directly to official IRS resources for managing individual and business tax accounts, obtaining records, checking refunds, and making federal tax payments.
IRS Official Website
Access federal tax forms, filing information, tax law updates, account services, payment options, and IRS contact information.
Visit IRS.govIRS Individual Online Account
View account balances, payment history, tax records, selected notices, refund information, and other individual account details.
Access Your AccountIRS Business Tax Account
Eligible business owners and authorized users can access available balances, payments, records, notices, and other business tax account information.
Access Business AccountIRS Tax Transcripts
Obtain available return transcripts, account transcripts, wage and income transcripts, and verification of nonfiling letters.
Get a Tax TranscriptFederal Refund Status
Check the status of a federal individual income tax refund using the IRS refund status tool.
Check Refund StatusFederal Tax Payments
Review IRS payment methods for balances due, estimated tax payments, payment plans, and other federal tax obligations.
View Payment OptionsState Tax Resources
California and Texas Tax Agencies
Access official state tax agency websites for accounts, payments, filings, forms, payroll tax information, and state tax guidance.
California Franchise Tax Board
Access California income and franchise tax accounts, payments, refunds, forms, notices, and filing information.
Visit the FTBCalifornia EDD Payroll Taxes
Review employer registration, payroll tax deposits, returns, tax rates, reporting requirements, and California employer services.
View Payroll ResourcesTexas Comptroller of Public Accounts
Access Texas franchise tax, sales and use tax, taxpayer account services, tax forms, payment options, and filing information.
View Texas ResourcesTax Insights
Practical Guidance for Complex Tax Decisions
Read articles addressing tax planning, business entities, real estate, retirement, estates and trusts, IRS notices, California tax matters, and other issues affecting individuals and business owners with more than a basic tax return.
Individual Analysis Matters
A Calculator or Government Website Is Only the Starting Point
Tax results can change based on entity structure, tax basis, filing history, income, deductions, passive activity limitations, state law, transaction timing, and future plans. I can help evaluate how the rules apply before you file a return, invest in property, sell an asset, respond to a notice, or make another significant tax decision.
External links are provided for convenience. Government agencies and other organizations control the content, security, availability, and terms of their websites. Inclusion of a link does not mean that an external resource is complete or applicable to every taxpayer. Review the applicable agency guidance and your individual facts before relying on an online resource.