Tax Season Resources
Our Tax Data Sheet makes Gathering & Organizing Your Tax Information Easier
The Tax Data Sheet will help determine how various tax laws impact your personal tax situation. Start by reviewing the “Steps to Compile Your Tax Data” and complete all applicable information on page one. Then review the checklist on page two, which will help you determine what type of documentation you will need to include with the Data Sheet. Finally, complete the questionnaire portion, which includes a list of questions with most being a simple yes or no answer.
The Tax Data Sheet is fillable, so it can be (1) downloaded, saved, completed on your computer, and uploaded to our secure client portal or (2) printed and completed.
Supplemental Data Sheets
Secure Client Portal
For Businesses
Employer Identification Number (EIN)
If you own a business or provide services as a sub-contractor or freelancer you will need an employer identification number, or EIN. We’ve also included a few useful links here:
How Long Will it Take to Get a Number?
How EINs are Assigned and Valid EIN Prefixes
Canceling an EIN – Closing Your Account
You can get your EIN online without calling the IRS or mailing or faxing a paper Form SS-4, Application for Employer Identification Number (EIN).
Tax Calendar
The IRS provides a useful calendar to track important business tax dates and deadlines right from your desktop or mobile device.
For Individual Taxpayers
Get An Identity Protection PIN (IP PIN)
The IRS IP PIN program is available on an opt-in basis to eligible taxpayers. An IP PIN helps the IRS verify a taxpayer’s identity and accept his or her electronic or paper tax return. When a taxpayer has an IP PIN, it prevents someone else from filing a tax return with his or her SSN.
If you have an IP PIN, please provide the 6-digit number to our office with your tax paperwork. We will use the PIN to electronically file your tax return.
Tax Transcripts
You can get a copy of your tax transcript online or by mail directly from the IRS. Your online request will require you to submit your SSN. Via mail you will need your SSN plus your may need to submit your Individual Tax Identification Number (ITIN).
Refunds and Payments
Where's My Refund?
You can check the status of your refund online within 24 hours after the IRS receives your e-filed return or 4 weeks after mailing your paper return. If you’re not sure about how to access this information or have any questions regarding your refund filed by Kakenmaster & Associates you can contact us at any time.
View Tax Account
Get your payoff amount, the balance for each tax year for which you owe, and up to 18 months of your payment history directly from the IRS website.
Direct Pay
You can set up payment for your tax bill directly from your checking or savings account or through the IRS2Go mobile app.
Online Payment Agreement
The IRS offers an installment payment option for your tax bill. You can find out if you’re eligible to make payment arrangements on the amount of tax you owe if you can’t afford to pay all of it at once.
Offer in Compromise Pre-Qualifier
You may be eligible to apply for an Offer in Compromise, where you can settle on an amount that is less than the full amount of tax that you owe.
Credits and Deductions
Earned Income Tax Credit
You can find out if you’re eligible and estimate the amount of your Earned Income Tax Credit through the IRS website’s Earned Income Tax Credit Assistant.
Exempt Organizations Select
Access the Check Search tool for a charity or non-profit organization and find out if it’s eligible to receive tax-deductible contributions.
First Time Homebuyer Credit (FTHBC) Account Look-up
You can check your First Time Homebuyer Credit account balance and payment history online.
Calculators
Tax Withholding
Estimate the amount that should be withheld from your paycheck for federal income tax purposes.
Sales Tax
Determine the amount of optional state and local sales tax you can claim on Schedule A of Form 1040, U.S. Individual Income Tax Return.