Plain-English notes for better financial decisions.
Read plain-English guidance about tax planning, IRS notices, bookkeeping, and financial decisions from Patrick A. Falcon PC CPA.
IRS Online Account
View your balance, payment history, and tax records directly with the IRS.
Access Your AccountWhere's My Refund?
Check the current status of your federal tax refund.
Track Your RefundRoth IRAs
Learn how Roth IRA contributions work and whether they fit your plan.
Learn MoreBank Rate Monitor
Current rates and calculators for mortgages, auto loans, and bank loans.
Compare RatesSocial Security Online
Check your Social Security benefits and learn about Medicare.
Visit SSA OnlineWhat to do when the IRS sends a notice
A notice does not always mean you owe more. Here is a practical first response that keeps the situation from becoming harder.
Read What to do when the IRS sends a noticeWays to think about tax planning
Tax planning is the strategic analysis and organization of financial activities to minimize tax liability legally while supporting long-term financial goals.
Read Ways to think about tax planningBookkeeping that helps you run the business
Good records are not just for tax filing. They show you what the business is doing.
Read Bookkeeping that helps you run the business