Helpful tools and links.
A short list of the federal and state resources our clients reach for most, and the checklists we'd ask you to bring to a first appointment.
Federal & state
- IRS — Where's My Refund?
Check the status of a federal refund.
- IRS Direct Pay
Pay federal taxes directly from a bank account, no fee.
- California FTB — Check Your Refund
Track a California state refund.
- California FTB — Web Pay
Pay California taxes online.
- IRS Tax Withholding Estimator
Check whether your W-4 withholding is on track.
- QuickBooks Online — Sign In
Log in to your QBO file.
Download before your appointment
If you're new to us, these help you come prepared. Not every item will apply — bring what fits.
- Individual tax preparation checklist
What to gather before your appointment for a personal return.
Download PDF - Small business (Schedule C) checklist
Documents and reports we typically need for a sole-prop return.
Download PDF - New client intake form
Basic info to help us hit the ground running on your first visit.
Download PDF
Note: checklist PDFs are placeholders — we'll replace them with the firm's current forms before launch.