Resources & FAQ
Please provide us with a filled out organizer containing an engagement letter, questionnaire and section for personal information so that we may be able to complete your return with accuracy and efficiency. You may request one from our office with your prior year tax information or access a blank one here.
Can I get an electronic copy of my tax return?
How long before I get my refund?
Generally, it should take about 4-6 weeks after the return has been accepted.
You can check the status of your Federal refund by visiting the IRS website at IRS.gov or calling the IRS at 1-800-829-1954. Please have your social security number, filing status, and amount of your expected refund available.
You can check the status of your CA state refund by visiting the FTB website at FTB.ca.gov or calling the FTB at 1-800-852-5711. Please have your social security number, filing status, and amount of your expected refund available.
What does it mean to file an extension?
Filing an extension extends the time to file but does not extend the time to pay. All taxes are due by the original due date of the return. Penalties and interest will accrue from the original due date of the return until payment Is received by taxing authorities.
When do I need to pay my balance due?
Still have questions?
Let us help answer them.
901 Campisi Way
Campbell, CA 95008
Office: (408) 377-7414
Fax: (408) 377-7459