top of page
Please help yourself to these documents, guides and information. Feel free to stop back every so often as we will update this page with relevant information.
Annual Tax Deadlines
Individual: April 15, 2023
Extension: October 15, 2023
Business: March 15, 2023
Extension: September 17, 2023
Track Your Refund
California Franchise Tax Board
Have you received a tax notice recently? It's scary, we understand. Let us help you.
Step One: Contact us - phone or email
Step Two: Get us a copy - fax, email, or snail mail
Step Three: Take a deep breath - we are going to do the necessary research and contact the tax agency
Just remember! Don't call the tax agency yourself and don't automatically pay the stated amount due.
Records Retention Guide - Personal
Records Retention Guide - Business
Having difficulty viewing these documents? Click on the icon above to download free Adobe Acrobat Reader DC
bottom of page