All tax returns are prepared in-house. We never outsource our work or share client information with a 3rd party.

Please log in to your Tax Wise Online account here. If you have any trouble, please call or email us and we will be happy to help.

Check the status of your:

• Federal Income Tax Refund

• California Income Tax Refund

Read the letter once and follow the instructions. They are usually very short and they explain why you are receiving the letter. If you disagree with their findings or are unsure what is being communicated, contact us and we will help you resolve the matter.

Even if you are unable to pay your entire tax liability when you file your taxes, it is important to file your return on-time. Once your return is filed, you can apply for a Payment Plan with the IRS or Franchise Tax Board. This will allow you to make affordable monthly payments.

Click below to apply for a payment installment agreement:

• IRS
• Franchise Tax Board

Estimating capital gains taxes correctly on the sale of primary residences and investment properties has several components that are easier to address on a case-by-case basis. Please send us a message on our contact page or call our office.

Filing on extension simply grants you more time to prepare your return. It does not extend the amount of time for you to pay any outstanding taxes. You avoid incurring a late filing penalty, however you can still receive a late payment penalty if you owe any taxes after the deadline.

For example, you file an extension on April 15th. You prepare your taxes a month later and determine that you owe $1,000 which was due on April 15th. You file your tax return and are penalized for making a late payment. To avoid the penalty, you should have made an estimated payment before the deadline on April 15th.