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Client resources

Your client portal, tax tools and trusted resources in one place.

Client resources

Your next step

Manage your documents, make a federal tax payment or prepare your own return. These services open separately so you can return to Trofer whenever you need us.

Secure client portal

Sign in to SecureFilePro to share tax documents with our office and access your client files.

Access client portal

Pay your federal taxes

Owe the IRS? Pay1040 lets you make a federal tax payment online. Provider processing fees may apply.

Make an IRS payment

File your own taxes

Prepare and file your own return through 1040.com, with support available from the filing provider.

File with 1040.com

Pay1040 processes federal IRS payments; it is not a New York State tax payment service. Review any processing fees, select the correct tax year and payment type, and keep your confirmation. Self-filing assistance is provided through 1040.com. For advice about your specific situation, book a consultation with Claudia.

Reference

Tax information & tools

Find practical guidance for your records, withholding and tax responsibilities. Government resources are maintained by the agencies that publish them; check the tax year and instructions before using a form or calculator.

Record retention guide

Understand which business records to keep and how to organize supporting documents.

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Tax rates

Review federal income tax brackets and rates for the relevant tax year and filing status.

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IRS forms

Find current and prior-year federal tax forms with their official filing instructions.

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IRS publications

Read detailed IRS guidance on deductions, credits, income and other tax topics.

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Financial calculators

Explore savings and investment calculators from the U.S. Securities and Exchange Commission.

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IRS withholding calculator

Estimate federal income tax withholding and consider whether your Form W-4 needs an update.

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Taxpayer rights

Learn about the ten fundamental rights that apply when working with the IRS.

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Tax calendar

Check federal tax deadlines and calendar options for businesses and self-employed taxpayers.

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Need a personal answer?

Online tools are useful starting points, but they cannot review every detail of your finances. Claudia can help with your tax planning, bookkeeping, business filings or IRS correspondence. Never send sensitive tax documents through ordinary email; use your secure client portal instead.

Request a consultation

Still need help?

Talk to Claudia Trofer — we’re a quick call away.

Monday - Friday: 9:00 AM - 5:00 PM, Saturday - Sunday: Closed · 45 Maple St, Garden City, NY 11530