CLIENT RESOURCES
Helpful links, all in one place.
Quick access to individual tax tools, secure payment options, and useful downloads for business owners and employers.
FOR TAXPAYERS
Individual Resources
Select a resource below to continue.
Check Your Federal Refund
Use the IRS “Where’s My Refund?” tool to check the status of your federal income tax refund.
• YOU WILL LEAVE OUR WEBSITE AND VISIT IRS.GOV
Individual IRS Online Account
View balances, payment history, tax records, notices, and other federal tax account information.
• SECURE ACCESS THROUGH IRS.GOV
Make a Federal Tax Payment
Pay an individual federal tax balance or estimated tax payment securely through IRS Direct Pay.
• PAYMENT MADE TO THE U.S. TREASURY
Pay Your Invoice
Make a secure online payment toward an invoice from our office through our payment provider.
• PAYMENT TO CURTIS W. DAVIS, CPA
FOR EMPLOYERS AND BUSINESS OWNERS
Business Resources
Download official tax forms and practical worksheets to help organize business, payroll, and tax records.
Blank Forms W-9 and W-4
Current official IRS forms for vendors, independent contractors, and employees.
Mileage Log
Track the date, destination, business purpose, and miles driven for each trip.
Business Income & Expense Worksheet
A simple organizer for summarizing common business income and expense categories.
New Employee Information Sheet
Collect the basic employee information needed to begin payroll setup.
1099 Vendor Checklist
Keep vendor information organized and identify missing W-9s before year-end.
Monthly Bookkeeping Checklist
A reminder of the records and reports to gather for monthly bookkeeping.
Important notice: These links and downloads are provided for convenience and general informational purposes only. They do not constitute tax, accounting, or legal advice and may not be appropriate for every situation. External websites and official forms are maintained by their respective agencies, and our office does not control their availability, content, security, or processing. Payments made through IRS Direct Pay are submitted to the U.S. Treasury—not to our office. You are responsible for confirming all payment details and for maintaining complete and accurate records. Our office is not responsible for errors, delays, penalties, or misapplied payments caused by incorrect or incomplete information entered on an external website. Please contact us before submitting a payment or relying on a download if you are uncertain.
Curt Davis, CPA 