CPA – Resources & FAQ

We offer electronic copies of your return upon request. You can select this option ahead of time in your tax organizer or contact our office to ask. We use Sharefile, a Third Party Cloud Storage, for secure uploads and downloads. The ShareFile Portal will allow you the convenience of viewing or downloading your return at your discretion.

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 here 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 here or calling the FTB at 1-800-852-5711. Please have your social security number, filing status, and amount of your expected refund available.

A common misconception is that your balance due will need to be paid at the time of your tax return being filed; but this is not the case. You have until the April 15th filing deadline to pay your balances due even if you have filed your tax return well in advance.