Firm Resources
-
New Client Form
To ensure a seamless onboarding process, please take a moment to complete the New Client Intake form.
-
Tax Preparation Checklist
Refer our checklist to find the tax documents and forms you’ll need to get started
Tax Resources
-
IRS FAQ's
Using an interactive tax assistant tool, find answers to several federal tax law questions. This is an easy tool to get answers to simple tax questions.
-
Federal Refund Status
Use this link to quickly check on your federal refund status
-
FTB FAQ's
Find responses to general questions on the state’s website.
-
California Refund Status
Use this link to quickly check on your refund status