Quality tax service since 1995.

Frequently Asked Questions

Important Tax Information

Remote Tax Preparation


All clients are welcome to email, mail, fax or drop off their tax documents in lieu of an in-person appointment. Once your return is completed, a team member will contact you to discuss your tax liability, answer any questions, and receive payment. Our office will only e-file a return and send the client their copy after their return has been paid for in full. The turnaround time for remote returns varies between (2 to 6) weeks, depending on our volume of remote submissions at that time.

Important Tax Dates

Tax Day - April 15, 2024

Filing deadline with an extension - October 15, 2024


Important Extension Penalties Info

When filing Federal or CA extension, you must send 90% of anticipated tax due to avoid late payment penalty. Filing an extension ONLY avoids late filing penalty but, NOT late payment penalty. Late filing penalty is 5% of tax due per month up to 25%. Late payment penalty is .05% of tax due per month. No extension required if you’re sure to receive a refund.


Looking for Refund Links? See below.

  • After we’ve confirmed we have e-filed your return, you can visit the IRS website HERE to check the status of your Federal Refund.

  • After we’ve confirmed we have e-filled your return, you can visit the California Franchise Tax Board website HERE

  • Once we have confirmed that your amendment has been filed, you may view your return status HERE