Helpful Links

Financial

Money Magazine
Money Magazine offers an online edition that is a great resource for financial information.

Tax

Check IRS Refund Status
Track your tax return through the IRS website.

Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.


Track your Calfornia State tax return through CA.gov.

Governmental

Social Security Online
The Official Website of the U.S. Social Security Administration.

Small business programs and services to help you start, grow, and succeed.

News

MSNBC – Microsoft & NBC
MSNBC is the place for up to the minute news. Many of the news articles have audio and video clips.

Complete financial news service offers personalized news and market quotes. Plus links to Barron’s Online and Smart Money Interactive.

Common IRS Forms

Form 1040 - US Individual Income Tax Return
Annual income tax return filed by citizens or residents of the United States.

Used to request the taxpayer identification number and to request certain certifications and claims for exemption.

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.


Professional Resources

We have worked with many companies over the years. Here are our recommendations to help with your financial needs.

Bookkeeping

Kathy McCluskey, Owner
kathy@bookkeepingservicesplus.biz
760-908-6632

Financial Services

Daniel Gomes, MBA, CFP
dgomes@capitalfin.com
760-931-1955
staff@teamlombardi.com
(760) 602-0861
760-602-0861