Independent tax information

Plain-English answers to everyday US tax questions

A Tax Man is a free reading resource for individuals and small-business owners who want to understand their federal taxes before they file — deductions, deadlines, quarterly estimated payments, audit triggers and how to pick the right preparer.

Informational only. A Tax Man is not a lender, broker, tax preparer or financial adviser, and is not affiliated with or endorsed by the IRS or any government agency.

What you will find here

Deductions & credits

Checklists that explain common deductions and credits, who usually qualifies and which records to keep.

Deadlines

Key federal filing and payment dates for the year, plus what happens if you file or pay late.

Estimated taxes

How quarterly estimated payments work for freelancers, side income and small businesses.

Audit basics

What typically draws IRS attention and how to keep documentation that supports your return.

Choosing a preparer

The difference between CPAs, enrolled agents and other paid preparers, and how to verify credentials.

Calculators

Simple estimators for refunds and quarterly payments to help you plan — not a substitute for a filed return.

Before you hire anyone to do your taxes

  • Anyone paid to prepare a federal return must have a Preparer Tax Identification Number (PTIN) and sign the return they prepare.
  • CPAs, enrolled agents and tax attorneys can represent taxpayers before the IRS on any matter; other preparers have limited or no representation rights.
  • The IRS publishes a searchable Directory of Federal Tax Return Preparers with Credentials and Select Qualifications on irs.gov.
  • Be cautious of anyone who bases their fee on the size of your refund or asks you to sign a blank return.
  • Low- and moderate-income taxpayers may qualify for free help through the IRS VITA and TCE volunteer programs.

About this site

A Tax Man is an independent, informational website about US federal income tax. It publishes plain-English articles, checklists and simple calculators for individuals, families and small-business owners who want to understand their taxes before they file or before they talk to a professional.

Informational only. A Tax Man is not a lender, broker, tax preparer or financial adviser, and is not affiliated with or endorsed by the IRS or any government agency. Read the full disclaimer.

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