Welcome! This site is made available as a public service. Its purpose is to provide a gateway to tax resources available on the World Wide Web. The information is organized by subject area. Other than a couple of minor exceptions, each link in the Table of Contents will take you to the subject area where you will find the resources that are available for that subject. I have kept the look and feel of the site simple in order that the pages load as fast as possible.
Whenever a user may benefit from a tax form and its instructions, I have included a link to that form. All of these links will be colored green. If available, the link will be to a form that you can fill-in and save. Under each subject area you will usually find links to any IRS guidance or publication that is relevant to that subject. Please pay careful attention to the dates of any IRS form or publication. Most documents are updated to current status toward the end of the calendar year and at the beginning of January. The IRS also starts to release the next year's information forms (e.g., 1099s) at the beginning of the calendar year.
There are four special pages identified as Federal Tax Library, California Tax Library, Foreign & International Taxation and Retirement Resources. Each of these pages provide links to relevant subject material for understanding federal taxation, California taxation, taxation of nonresident aliens and US citizens and residents abroad and taxation of retirement income. For example, on the Federal Tax Libray page you will find individual links to practically every form of published guidance available from the IRS and the federal courts.
Some of the links, especially those for forms and instructions, point to documents in the Adobe® Acrobat® "pdf" format. Whenever you see this icon , or the letters "pdf", you will know that the document requires a "pdf" viewer. If you are running under Microsoft™ Windows™ OS and using a browser other than Google™ Chrome™ and do not have a pdf viewer installed, you can find a list of freeware pdf viewers at Wikipedia.
I generally verify the accuracy of the links at least once a month. Each of my pages will contain the date that the links were last checked as well as the date that the page was changed.
For your convenience, I have provided a Google™ search engine on each of my pages.
A word of caution: Many of the sites that you may link to are owned by entities that are selling a service or a product. You should pay careful attention to the source of any information. The information provided here and at any of the links should not be construed as a substitute for professional tax services nor as advice. Please see my Disclaimer here.
Notice! Whenever changes in tax law occur, not all sites on the Web update their content on a timely basis. There remains a large body of data that does not reflect current law or thinking on the subject in question. This is especially true for state income taxes. The only way to stay current on changes to state income taxes, is by checking with that state's tax authority. You can find links to every state at the Federation of Tax Administrators. For changes to federal law, you will find links to Public Laws containing new and/or changed tax provisions on my Tax Laws page. If you are interested in tax changes impacting 2011 and beyond go to the What's New link on my site. If you have an interest in reviewing proposed legislation that is tax related, you can try either CCH or RIA.
Any information you obtain from this site or made available to you from any site to which you may be directed is not intended to be legal, accounting, tax, investment or other professional advice.
Although the information and recommendations at this Internet Web site (hereinafter "Information") are presented in good faith and believed to be correct, the author makes no representations or warranties as to the completeness or accuracy of Information.
Information is supplied upon the condition that the persons receiving same will make their own determination as to its suitability for their purposes prior to use. In no event will the author be responsible for damages of any nature whatsoever resulting from the use of or reliance upon Information or the product to which Information refers.
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Nothing contained herein is to be construed as a recommendation to use any product, process, equipment or formulation in conflict with any patent, and the author makes no representation or warranty, express or implied, that the use thereof will not infringe any patent.
NO REPRESENTATIONS OR WARRANTIES, EITHER EXPRESS OR IMPLIED, OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR OF ANY OTHER NATURE ARE MADE HEREUNDER WITH RESPECT TO INFORMATION OR THE PRODUCT TO WHICH INFORMATION REFERS. © 1998-2013, Alan G. Kalman, B.B.A., M.S.T. All rights reserved.