Frequently Asked Questions (FAQs)

StrataTax has put together a list of FAQs and links you may find helpful.

Assistance with Your Tax Preparation:

Which documents should I provide for my income tax preparation?
Please provide your income and expense documents for tax preparation. For detailed information, refer to StrataTax’s document “Documents to Provide for Tax Preparation”.

How do I pick a tax preparer?
www.irs.gov/Tax-Professionals/Choosing-a-Tax-Professional
Also see “Tax Preparer Qualifications” on the right side of this page.

How can I confirm my tax return preparer’s credentials?
www.irs.treasury.gov/rpo/rpo.jsf

What should I do if I am missing a Form W-2?
You can ask your employer to send a new copy of your W-2.

What should I do if I am missing a Form 1099-B, Form 1099-Div, or Form 1099-Int?
Your bank, financial institution, or brokerage firm may have the Form 1099 available to download from their website, or you can call their customer service number to get a copy sent to you.

If you earned $600 or more as an independent contractor or consultant, your client is required to send you a Form 1099-NEC to report your income. You are still required to report the income on your income tax return even if you didn’t receive a Form 1099-NEC.

California Department of Motor Vehicles, Vehicle Registration Fee Calculator
www.dmv.ca.gov/wasapp/FeeCalculatorWeb/vlfForm.do

List of IRS Qualified Charitable Organizations
www.irs.gov/charities-non-profits/search-for-charities

Federal (IRS) Information:

Internal Revenue Service Information:
Federal income and payroll taxes
www.irs.gov

Where’s my federal (IRS) refund?
sa2.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

How can I pay the IRS online?
www.irs.gov/payments/direct-pay
www.eftps.gov/eftps

Where’s My IRS Amended Return?
www.irs.gov/filing/wheres-my-amended-return

Federal Income Tax Withholding Calculator
www.irs.gov/individuals/irs-withholding-calculator

Can I obtain copies of my tax documents from the IRS?
The IRS receives copies of your tax documents. You can download or request a copy of your Wage and Income Transcript from the IRS by going to www.irs.gov/individuals/get-transcript.

California Information:

State of California Franchise Tax Board (FTB) Information:
State income taxes
www.ftb.ca.gov

Where’s my California state (Franchise Tax Board) refund?
www.ftb.ca.gov/online/refund/index.asp

How can I pay the Franchise Tax Board online?
www.ftb.ca.gov/online/payment_choices.shtml

California Department of Tax and Fee Administration (CDTFA)
State sales tax
www.cdtfa.ca.gov

California Employment Development Department (EDD)
State payroll taxes
www.edd.ca.gov

California Secretary of State (SOS)
Corporation, LLC, and Partnership formations, UCC filings, and Trademarks
www.sos.ca.gov

Tax Planning and Business Information:

San Diego Assessor / Recorder / County Clerk for Property Records, Fictitious Business Name
www.arcc.sdcounty.ca.gov

United States Patent and Trademark Office
www.uspto.gov