Resources & Tax Tools
The official IRS tools our clients ask about most, plain-English explanations of the new temporary tax deductions, and the checklist for your appointment. Everything here links straight to the IRS — no middleman sites.
What to Bring to Your Tax Appointment
A complete checklist of the documents and information to gather before your visit — income forms, deductions, dependent and residency proof, life changes, and more. Print it or bring it on your phone.
New tax law, explained plainly.
Several of these provisions have popular names that promise more than the law actually delivers. Here's what each one really does, who it applies to, and what to save — with a link to the official IRS page for the complete rules.
No Tax on Overtime
A temporary deduction tied to qualified overtime premium pay — not a blanket exemption on all overtime.
Learn more →No Tax on Tips
A temporary deduction of up to $25,000 in qualified tips for workers in qualifying tipped occupations.
Learn more →Qualified Car Loan Interest Deduction
A temporary deduction for qualifying interest on certain personal-use vehicle loans — with strict vehicle and loan requirements.
Learn more →Enhanced Deduction for Seniors
A temporary additional deduction of up to $6,000 for eligible taxpayers age 65 and older — on top of the existing senior standard deduction.
Learn more →Trump Accounts
A new tax-advantaged investment account for children under 18, structured like a custodial Traditional IRA.
Learn more →IRS Identity Protection PIN (IP PIN)
A six-digit number that helps prevent someone from filing a fraudulent federal return using your SSN or ITIN.
Learn more →Go straight to the source.
Every link below goes directly to IRS.gov. Be careful with search results that look official but aren't — the IRS will never ask you to pay a third party to access these.
Where's My Refund?
Waiting for your federal refund? Check the status directly with the IRS — it updates once a day.
Check My Refund →IRS Individual Online Account
Your own account with the IRS. See balances owed, payment history, notices, and your IP PIN in one place.
Open My IRS Account →Make an IRS Payment
Pay a balance, make an estimated tax payment, or set up a payment plan directly with the IRS.
Make a Payment →Child Tax Credit Eligibility
An IRS questionnaire that walks you through whether your child or dependent qualifies for the Child Tax Credit or the Credit for Other Dependents.
Check Eligibility →Earned Income Tax Credit Assistant
Find out whether you qualify for the EITC and get an estimate of the credit amount, straight from the IRS.
Use the EITC Assistant →Tax Withholding Estimator
Check whether your employer is withholding the right amount from your paycheck — useful mid-year, or after a raise, new job, or life change.
Estimate My Withholding →Tax Transcripts & Records
Need a copy of a prior-year return or a record of what the IRS has on file? Request a transcript online, by mail, or by phone.
Get My Transcript →Identity Protection PIN (IP PIN)
A six-digit number that helps stop someone from filing a fraudulent return using your Social Security number.
Get an IP PIN →Where's My Amended Return?
Track the status of a Form 1040-X. Amended returns take considerably longer to process than an original return.
Track My Amended Return →Report Fraud, Scams & Identity Theft
Report a suspected tax scam, a phishing message claiming to be the IRS, or tax-related identity theft.
Report to the IRS →Working Families Tax Cuts
The IRS overview page for the current round of individual and worker tax provisions, including the new temporary deductions.
Read the IRS Overview →Trump Accounts
The IRS information page for the new tax-advantaged investment accounts for children under 18.
Read the IRS Information →Keep your sensitive documents safe.
Please don't email documents that contain Social Security numbers, bank details, or other sensitive information. Upload them through our secure client portal instead — that's what it's there for. When in doubt, bring originals to your appointment or give us a call.
Questions about what you need?
Borinken Tax will tell you exactly what to bring before your visit. Book online or call.