Info Center

Tax Related Links:

Internal Revenue Service - Federal tax return links.

IRS - Where is my refund? - Track your tax return through the IRS website.

IRS - Make a payment on your tax return or an estimated payment for next year's filing.

IRS - Payment plans: Sign up for a payment plan to avoid penalties and interest on outstanding tax bills with the IRS.

IRS - Apply for an Employer Identification Number (EIN) for a business, trust, estate, household employer, or exempt organization.

California Franchise Tax Board (FTB) - California state tax return links.

CA FTB - Where is my refund? Track your CA tax refund through the CA FTB website.

CA FTB - Make a payment on your tax return, or an estimated payment on next year's tax filing. Payment plans can also be arranged through this link.

Other Links:

Sch. C (Self-Employed Business) Tax Organizer Template

Sch. E (Rental and Royalties) Organizer Template

Events Calendar
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.