RLE Taxes Resources

Welcome to Tax Season 2024 Client Letter
Engagement Letter for Tax Year 2023
IRS Notice 2024-51:  San Diego County deadlines postponed to June 17
Introduction to Client Portal
What documents do I need to provide?
Client Portal Process Flow
New Client Organizer

Tax Planning Resources

2023 Federal Tax Rates
​2023 California Tax Rates
2024 Federal Tax Rates (anticipated)
IRS Withholding Calculator
Federal Form W-4 for Employer Withholding
California Form DE-4 for Employer Withholding

IRS Resources

Make a Payment to the IRS using DirectPay

Make a Payment to the California Franchise Tax Board using Web Pay

Apply for an Online Payment Agreement with the IRS

Understand Who You Pay to Prepare Your Tax Return

How do I request a copy of my tax return from the IRS?

How do I view my IRS Account?

Information for Individuals

Itemized Deductions (2016)
Charitable Contribution Info
Non-cash Charitable Contribution Info
Goodwill Donation Valuation Guide for Non-cash Contributions
Charitable Contributions Substantiation and Disclosure Requirements
CA DMV Vehicle License Fee Lookup Tool
Excess Contributions to a 401(k)
Roth IRA Direct Contribution Limits
Roth IRA Excess Contributions
Tax Aspects of Divorce
Clean Energy Vehicle Credit
What to know about the $7,500 tax credit for electric cars
IRS Guidance on Clean Vehicle Credits
Energy Efficient Home Improvement Credit

Information for Rentals and Businesses

Business Deductions

City of San Diego Business Tax Information
City of San Diego Rental Unit Business Tax Information
S Corporation Tax Obligations
S Corporation Officer Compensation
Beneficial Ownership Information (BOI) Reports and Your Small Business
File your BOI report with FinCen

Sample Accounting Policy