Resources
Client resources
Payment links, key deadlines, downloadable worksheets, useful tools and government portals: everything in one place.
Guides and updates
- Monthly tax updatesThe newsletter: deadlines, law changes and practical reminders.
- LLC vs. S corp vs. C corpHow to choose a business structure in Florida, in plain English, with a PDF.
- How to pay the IRSEvery payment method step by step, including exactly how to mail a check.
- 2026 estimated taxesDue dates, a quick safe-harbor estimator and the ways to pay.
- Florida tax notesNo income tax, but annual reports, corporate tax and the year you move.
- Questions and answersThe questions clients ask most, answered briefly.
Pay your federal taxes
The IRS offers several electronic payment options, all free from the IRS. Choose the one that fits your situation.
Changes for 2025–2026
IRS Direct Pay
Best for individuals: no account needed
- Cost
- Free
- Account required
- No: guest payment
- Payment method
- Bank account only
- Schedule in advance
- Up to 30 days
- Best for
- Estimated taxes, a balance due, extensions
IRS Online Account
Best for everything: replaces EFTPS for individuals
- Cost
- Free
- Account required
- Yes: ID.me verification
- Payment history
- Full history stored
- Schedule in advance
- Up to 365 days
- Balance and transcripts
- Yes, and you can approve a tax pro's access
EFTPS
Businesses and existing users
- Cost
- Free
- New individual accounts
- Closed October 17, 2025
- Businesses
- Still available
- Trusts and partnerships
- Required
- Best for
- Payroll taxes, business payments, trusts
Paying by card or a digital wallet? The IRS also accepts credit and debit cards and wallets such as PayPal, Venmo and Click to Pay at irs.gov/payments (opens in a new tab), but the processor charges a fee of roughly 1.85 to 1.98%. Prefer cash? Use VanillaDirect: generate a barcode at irs.gov and pay at CVS, Walmart or 7-Eleven.
Want every option explained, including exactly how to mail a check? Read the complete IRS payment guide.
Pay Florida state taxes
Florida has no individual income tax. State tax payments apply mainly to businesses: sales tax, corporate income tax and employer payroll taxes.
Florida Dept. of Revenue: file and pay
Pay sales tax, corporate income tax, reemployment tax and other Florida business taxes online. Free e-filing for most taxes.
Florida business tax registration
Register a new business for sales tax, employer taxes, corporate income tax and other Florida taxes. Required before collecting sales tax.
Florida annual report (Sunbiz)
Every Florida LLC, corporation and partnership must file an annual report by May 1 each year, even with no changes. Late after May 1: a $400 penalty.
Our client tools
Built by our office, for you. Everything works right in your browser, free.
- Secure document uploadSend your tax documents safely from any device: no account or password needed, never by email.
- Where's my return?Track your return with the private status link in our emails, or in the client portal.
- Tax tip of the weekA short, useful tip every Monday morning, from William.
- Tax trivia challengeThink you know taxes? Test yourself. No SSN required.
- Fee estimatorAnswer a few questions and get a ballpark price before you ever call.
- Fill out Form 1040-VMailing a payment to the IRS? Fill in the official voucher in your browser: nothing uploaded.
- Estimated taxesThe 2026 due dates and a quick safe-harbor estimator.
IRS self-service tools
Useful IRS portals you can use directly, with no need to call us for routine lookups.
Where's My Refund?
Check your federal refund 24 hours after e-filing. Have your SSN, filing status and refund amount ready.
Get your tax transcript
Your official IRS transcript, needed for mortgages, financial aid and income verification.
IRS Withholding Estimator
Check that enough tax is withheld from your paycheck or pension. Takes about 15 minutes.
IRS Free File
Free federal filing through IRS-partnered software if your income is under the IRS's limit. (I still recommend a professional for accuracy and planning.)
Apply for an EIN online
An Employer Identification Number for a new business, free and instant, directly from the IRS.
IRS payment plans
Can't pay your full balance? Apply online for an installment agreement. Call me first: penalties can often be reduced.
Identity Protection PIN
A 6-digit number that stops anyone else filing a return with your SSN.
Your IRS account balance
Balance, payment history and tax-pro authorizations in one place (ID.me verification to set up).
Verify an IRS notice
Received something from the IRS? Check it's real before responding, and don't call numbers listed in the letter. As your Enrolled Agent, I can respond for you.
Worksheets and checklists
Download, fill in and send these back through the secure upload page with your documents. They help me prepare your return accurately, with less back-and-forth.
2026 individual tax checklist
Every document to gather for your 2026 return: income, deductions, credits and estimated payments.
2026 business worksheet
For the self-employed and small businesses: income, expenses, equipment, vehicles, the home office and a year-end balance sheet.
2026 rental worksheet
Income and expenses for long-term and short-term (Airbnb, VRBO) rentals. One worksheet per property.
Key deadlines for 2026 taxes
The 2027 filing season. Missing a deadline means penalties and interest, even if you're getting a refund.
- Jan 15, 2027Q4 2026 estimated paymentThe last 2026 estimated tax payment.
- Feb 1, 2027W-2s and 1099-NECsEmployers send W-2s, and businesses send and file 1099-NECs (January 31 falls on a Sunday).
- Mar 15, 2027S corporation and partnership returnsForms 1120-S and 1065 are due, or extend to September 15.
- Apr 15, 2027Individual returns and C corporationsForm 1040 and calendar-year Form 1120 returns or extensions are due, and the Q1 2027 estimated payment.
- Apr 30, 2027Q1 payroll tax returnForm 941 for January through March.
- May 1, 2027Florida annual reportEvery Florida LLC and corporation, on Sunbiz: a $400 penalty if late.
- Jun 15, 2027Q2 estimated paymentThe second 2027 estimated tax payment.
- Sep 15, 2027Q3 estimate and extended entity returnsThe third 2027 estimated payment, and extended 1120-S and 1065 returns.
- Oct 15, 2027Extended individual and C corporation returnsThe final deadline for 2026 returns extended in April.
Who needs to pay estimated taxes? Anyone expecting to owe $1,000 or more at filing time: typically the self-employed, freelancers, landlords, retirees with pension or investment income, and business owners. I calculate your amounts as part of your return.
Florida has no state estimated tax for individuals. A Florida C corporation that owes corporate income tax makes its estimated payments by April 30, June 30, September 30 and December 31 (for a calendar year).
Additional resources
Sunbiz: Florida business search
Search, manage or register a Florida business entity, and look up registered agents.
my Social Security
Your earnings history, benefit estimates and the SSA-1099 for your return.
IRS mileage rates (2025)
70¢ a mile for business, 21¢ for medical, 14¢ for charity. Log every business mile.
USPS Informed Delivery
Free images of your incoming mail: watch for W-2s, 1099s and IRS notices.
AnnualCreditReport.com
Your free credit reports from Equifax, Experian and TransUnion: part of protecting your identity.
Florida Department of Revenue
Every Florida business tax: sales, reemployment and corporate income, with forms and guides.
Have a question about any of these?
As your Enrolled Agent, I can represent you before the IRS on any matter. Don't navigate tax issues alone: I'm here year-round.