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Frequently Asked Questions

You can always access digital copies of your completed tax returns by going to the Client Portal and logging into ShareFile, our secure document site.
You can pay your invoice by mailing us a check to either of our offices, calling into our office and giving us the payment information over the phone, or electronically by clicking on the ‘Pay My Bill’ tab on our website.
You can sign your efile forms by using the link sent to you via DocuSign, downloading the efile forms from ShareFile, or signing the hard copies we mail to you. If you sign via DocuSign, the completed document will automatically be sent to us. If you sign hard copies, you can return the signed documents to us via ShareFile, Fax, mail, or drop them off at one of our offices.
On the ShareFile login page, click on the ‘Forgot Password’ button to reset your password.
Please send a copy, or the notice (preferably upload to Sharefile or email for quickest resolution) itself, to our office addressed to your Tax Preparer.  We will contact you with respect to the appropriate next steps that need to be taken and will keep you informed along the way.  Some notices can actually be addressed via phone by your Tax Preparer, if we have a copy of the notice in hand.
Yes, you can send us documents securely by logging into ShareFile and uploading your documents, or you can use the link under ‘Client Portal’ at the top of the page to ‘Send a File’.
Quarterly estimated tax payments may or may not be required based on your specific situation, and not all taxpayers have quarterly estimated tax payments requirement. Please contact us if you have self-employment income or a large income event, and we can advise whether estimates are required based on your situation.  Although they are not meant to be precise figures, they can be necessary to prevent any potential penalties and interest that can be charged by the IRS, CA, and other states.
On our Resources page, under ‘Forms and Links,’ you will find links to the Internal Revenue Service and California Franchise Tax Board websites where you can track your refund or make a payment.