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Tax Resources

Tools and references for individuals and businesses across Southern California.

Calculators

Financial Calculators

116 free calculators across 11 categories to help you plan taxes, buy a home, save for college, and retire.

Open the calculators →

  • Taxes13 calculators: Federal income tax, self-employment tax, capital gains, tax refund estimator, itemize vs. standard deduction
  • Home & Mortgage13 calculators: Affordability, refinancing break-even, rent vs. buy, closing costs, discount points
  • Qualified Plans13 calculators: IRA contributions, Roth conversion, required minimum distributions, 401(k) match, self-employed contributions
  • Cash Flow12 calculators: Emergency fund, net worth, spending, inflation, debt vs. investing
  • Insurance12 calculators: Life insurance need, disability coverage, long-term care, health plan vs. HSA
  • Paycheck & Benefits10 calculators: Bonus after taxes, salary and hourly conversions, stock options, 401(k) and 457 projections
  • Retirement10 calculators: Retirement needs, Social Security estimator, savings longevity, Roth vs. traditional 401(k)
  • Credit10 calculators: Credit card payoff, debt consolidation, loan payments, extra payments
  • Savings10 calculators: Savings goals, growth projections, rate of return, becoming a millionaire
  • College7 calculators: 529 plans, student loan repayment, Coverdell ESA, value of college
  • Automobile6 calculators: Lease vs. buy, loan vs. dealer financing, affordability, payment estimates

Forms

IRS Forms

Various forms and publications from the IRS.

Find a form or publication

Search the IRS's own library for current forms, instructions, and publications.

Browse IRS Forms & Publications

Deadlines

Due Dates

Key federal tax deadlines. If a date falls on a weekend or holiday, the deadline moves to the next business day.

  • Jan 15Fourth-quarter estimated tax payment for the prior year
  • Mar 15S-Corporation and partnership returns (Forms 1120-S and 1065)
  • Apr 15Individual returns (Form 1040) and C-Corporation returns, plus first-quarter estimated tax payment
  • Jun 15Second-quarter estimated tax payment
  • Sep 15Third-quarter estimated tax payment
  • Oct 15Extended individual returns

Not sure which dates apply to you? Ask us.

Questions About a Deadline or a Form?

We're happy to point you in the right direction.