No appointment needed. Upload your documents through the Client Portal or Drop off your documents any time during business hours. Your forms must be submitted before February 10th (if you file a corporate/ LLC return) or March 22nd (if you file a personal/ individual LONG FORM return) or March 29th (if you file an individual SHORT FORM return) for us to guarantee completion by the Tax Deadline Dates. If you drop off your forms after our office hours, you can do so through our front door mail slot, located on Grand Avenue (please have your paperwork secured in an envelope). Be sure to include the Client Information Form with your documents.

IMPORTANT LINKS - REFUND TRACKING AND extension INFORMATION:

HOW DO I FILE AN EXTENSION?

Fill out the Extension forms (attached above next to the client information form and checklist) with your general information (name, address, SSN), and include a check for your tax liability payment OR pay online. If you are not sure how much money to send, we suggest you send the same amount you owed on your prior year tax return. If you did not owe last year, but are worried you may owe this year, then to send at least $50. If you don't owe any tax, then you will get it back in your refund when you file. These forms will grant you an additional 6 months to file (October 15, 2024). Please read through the forms regarding penalty and interest fees as well as liability.

To file an extension online for the IRS, visit www.irs.gov Click on the "Pay" tab, select "Make a Payment", under Reason for Payment, select "Extension" and then Form 4868 and tax period 2023 should automatically populate and click "Continue". Then you may complete by following the instructions given and fill in your personal information.

File an extension for the state by visiting www.ftb.ca.gov and click on "Pay". You will have to register for an online account and once you follow the instructions, you will want to chose an Extension form 3519.

HOW CAN I PAY MY TAX?

HOW DO I FILE AN EXTENSION?

You can pay your federal tax debt online at www.irs.gov (click on "Payments") and you can pay your CA state income taxes at www.ftb.ca.gov by clicking on the link that says "Pay".

Another option would be to mail a personal check or a cashiers check to the following address'. In the memo line of your check, be sure to include your SSN and write "Tax Year 2023", or whichever year you are paying taxes for.

IRS Payment Address:

Internal Revenue Service Center, P.O. Box 802501, Cincinnati, OH 45280-2501

CA Tax Payment Address:

Franchise Tax Board, P.O. Box 942867, Sacramento, CA 94267-0001

If you would like to pay by phone, the payment line for the IRS is (800) 555-4477 and for the state of CA it is (800) 852-5711

WHERE IS MY REFUND?

HOW DO I FILE AN EXTENSION?

WHERE IS MY REFUND?

You can track your federal refund at www.irs.gov and your CA state refund at www.ftb.ca.gov

Click the "Refund" tab and then simply follow the instructions. You will need information from your tax return, so make sure to have it handy.

Refunds typically take 2-6 weeks to process.

information regarding the above forms

Checklist

Federal & State Extension Forms

Client Information Form

Our checklist is a guideline for our clients to use while gathering their paper work. Follow our checklist to be sure you don't miss out on any deductions or credits!

Client Information Form

Federal & State Extension Forms

Client Information Form

This form is for anyone who would like to drop off, upload via client portal, fax, or mail us their paperwork. Information on this form is crucial to properly complete your income tax return and is part of our due diligence. Please fully complete this form and include it with your paperwork at submission.

FOR INDIVIDUAL/ PERSONAL INCOME TAXES: In order for us to guarantee completion by the April 15th deadline, please have your paperwork submitted to us by March 22nd if you file a long form return & itemize your deductions or by April 1st if you file a short form return where you use the standard deduction.

FOR CORPORATE INCOME TAXES:

In order for us to guarantee completion by the March 15th deadline, please have your paperwork submitted to us by February 10th.

Federal & State Extension Forms

Can't file your personal income taxes by the April 15th deadline? No problem. Fill out the Extension forms with your general information, and include a check for your tax liability payment OR pay online. If you are not sure how much money to send, we suggest you send the same amount you owed on your prior year tax return. If you did not owe last year, but are worried you may owe this year, then to send at least $50. If you don't owe any tax, then you will get it back in your refund when you file). These forms will grant you an additional 6 months to file (October 15, 2024). Please read through the forms regarding penalty and interest fees as well as liability.

FOR CORPORATE EXTENSION FORMS:

Please contact our office, your extension for corporate tax returns is due by March 15th and grants you an extension through September 15th.