Tax Resources | Barrett Financial

Resources

Helpful tools. All in one place.

Quick access to commonly used tax tools, payment links, and government resources to help you find what you need faster.

CLIENT RESOURCES

Choose the option that works best for you. Complete your intake online, download a printable form, or request a paper copy by mail.

Complete Online

Fill out our secure intake form online.

Download + Print

Download the PDF intake form to complete at your convenience.

Request by Mail

Prefer a paper copy? Request an intake form to be mailed to you.

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IRS Tool

Track the status of your federal tax refund through the IRS.

FEDERAL RESOURCE

Access official tax forms, guidance, notices, filing information, and taxpayer resources.

TAX TOOL

Use an online calculator to estimate your federal income tax based on your information.

PAYMENT TOOL

Access Pay.gov to make eligible federal payments securely online.

IRS PAYMENT OPTIONS

View IRS payment methods, payment plans, account options, and other ways to pay your tax balance.