QUICK LINKS

CLIENT RESOURCES TAX RESOURCES
– Client Portal– View your tax account – Federal (IRS)
– Pay My Fee– View your tax account – California (FTB)
– Track your refund – Federal (IRS)
– Track your refund – California (FTB)
– Pay your taxes online – Federal (IRS)
– Pay your taxes online – California (FTB)
– Estimated tax payments FAQ
– Managing your taxes after a life event 
– W-4 Calculator
– Tax record retention guide
– Who can I claim as a dependent?
– Tax tips for rental property owners


FAQS

What is the best way to send my personal tax documents to my CPA?

Clients can send their tax documents to us via hand delivery, mail, fax, email or via our secure Client Portal.
If you choose to send your files to us via email, we recommend that you password protect your attached files. Click here for instructions on how to password protect PDF documents using Adobe Acrobat.
If you would like to send your tax documents/files via our secure file exchange portal, please visit our Client Portal page for further instructions.

I forget if I paid my estimated tax payments… is there a way to check?

Yes! We highly recommend that you double-check your tax payment history before tax time (bonus points if you print your payment history and include it with your tax documents).
You can check your tax account and payment history using the links below.
Federal (IRS) – View Your Tax Account
California (FTB) – View Your Tax Account 

Where’s my refund?

Check your federal (IRS) refund status here.
Check your California (FTB) refund status here.

How can I make my tax payments online?

Pay your federal (IRS) taxes here.
Pay your California (FTB) taxes here.

How can I check my property tax payment history?

Most counties offer an online property search feature that will allow you to check your property tax payment history. If your county is not included in the list below, Google “your county property tax” and it should be in the top results.

How much should I withhold on my W-4?

Form W-4 is used by your employer to withhold the correct amount of income tax from your paycheck. The number of allowances you should claim depends on your filing status, how many jobs you have, and your number of dependents.
Generally, the fewer allowances claimed, the more tax will be withheld from each paycheck, which makes it more likely that you will receive a refund when you file your tax returns. If you prefer receiving a refund at tax time, we recommend claiming fewer allowances on your W-4.
The IRS’s W-4 Withholding Calculator can be used to help determine the appropriate withholding amount.

Other Resources & Tools

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