Client Page

Sharefile Logo.png

Sharefile

Sharefile is a secure portal for you to upload your documents to us. In turn, we will be able to securely send over copies of your tax return for you to retrieve when needed.
If you would like a Sharefile set up, please contact us to do so.

IRS Logo.png

Internal Revenue Service

Below is a link to the IRS website. Here you can check the status of your refund, pay your tax due, find needed forms and other useful information.

california-franchise-tax-board-logo-stac

California Franchise Tax Board

Below is a link to the California Franchise Tax Board website. Here you can check your refund status, pay your tax due and other useful items.