Client Resources
Helpful tools, official government links, and guidance to help you navigate common tax-related tasks.
Check Your Refund Status
Track the status of your federal or state tax refund
• Check Federal Refund (IRS)
• Check NYS Refund
Track the status of your federal or state tax refund
• Check Federal Refund (IRS)
• Check NYS Refund
Secure ways to pay federal or state taxes online
• IRS Direct Pay
• IRS Payment Plans
• NYS Tax Payments
• IRS Direct Pay
• IRS Payment Plans
• NYS Tax Payments
Learn how to extend your tax filing deadline
Note: An extension to file is not an extension to pay taxes
• Federal Tax Extension
• NYS Extension
• NYS Important filing deadlines
Note: An extension to file is not an extension to pay taxes
• Federal Tax Extension
• NYS Extension
• NYS Important filing deadlines
Learn about common tax credits and eligibility tools
• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Education Credits
• New Clean Vehicles Tax Credit
• Residential Clean Energy Tax Credit
• Energy Efficient Home Improvement Tax Credit
• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Education Credits
• New Clean Vehicles Tax Credit
• Residential Clean Energy Tax Credit
• Energy Efficient Home Improvement Tax Credit
Important information for taxpayers in New York
• Consumer Bill of Rights Regarding Tax Preparers
• My New York Tax Preparer Registration Information
• Consumer Bill of Rights Regarding Tax Preparers
• My New York Tax Preparer Registration Information
Helpful tools available directly through the IRS website
• Create IRS Online Account
• Create NYS Online Account
• Free filing your own taxes (check your state❗️)
• Create IRS Online Account
• Create NYS Online Account
• Free filing your own taxes (check your state❗️)
Use any reasonable exchange rate source - the key requirement is consistency:
❗️Use one method consistently across all transactions.
• Federal Reserve (H.10) - Daily rates, high reliability, historical data; Excel download available.
• U.S. Treasury (Fiscal Data) - Official U.S. Treasury rates; useful for year-end reporting and balances.
• Investing.com - Daily exchange rates, historical currency data, CSV/Excel downloads, including currently available Russian ruble (RUB) information.
• IRS Annual Rates - Annual averages; simple option for frequent transactions.
• OANDA - Daily & historical rates; widely used in practice.
• XE - Daily/monthly tables; quick reference and historical data.
❗️Use one method consistently across all transactions.
• Federal Reserve (H.10) - Daily rates, high reliability, historical data; Excel download available.
• U.S. Treasury (Fiscal Data) - Official U.S. Treasury rates; useful for year-end reporting and balances.
• Investing.com - Daily exchange rates, historical currency data, CSV/Excel downloads, including currently available Russian ruble (RUB) information.
• IRS Annual Rates - Annual averages; simple option for frequent transactions.
• OANDA - Daily & historical rates; widely used in practice.
• XE - Daily/monthly tables; quick reference and historical data.
Links on this page lead to official government websites such as the IRS and state tax authorities and are provided for informational purposes only