Client Page

Secure Portal

You may have received an email in early January from Coast-to-Coast to set up through their secure portal. If you did that, perfect! If you did not receive that email, or would like a new portal set up, please let us know and we will have the office contact you OR you may request it personally by contacting their office.

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

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.