Where is My Refund?

Check the status of your Federal Return here:

Check the status of your California Return here:

Tax Payment Options

Federal Payment Information: IRS Payments

California Payment Information: Payment Options

Tax Due Dates

For estimated tax purposes, the year is divided into four payment periods. Each period has a specific payment due date. If you do not pay enough tax by the due date of each payment period, you may be charged a penalty even if you are due a refund when you file your income tax return at the end of the year.

If you mail your estimated tax payment and the date of the U.S. postmark is on or before the due date, the payment generally will be considered to be on time. The payment periods and due dates for estimated tax payments are shown next.

January 15, 2018

  • Due date for fourth quarter 2017 estimated tax payments.

April 17, 2018

  • Last day to pay the 2017 amount you owe to avoid penalties and interest.
  • Due date for first quarter 2018 estimated tax payments.

June 15, 2018

  • Due date for second quarter 2018 estimated tax payments.

September 17, 2018

  • Due date for third quarter 2018 estimated tax payments.

October 15, 2018

  • Last day to file your 2017 return to avoid penalties and interest computed from the original due date of April 17, 2018.

January 15, 2019

  • Due date for fourth quarter 2018 estimated tax payments.

Additional information and notes available from the IRS can be found here.
Additional information and notes available from California can be found here.

Annual Tax Brackets

View the current year’s tax bracket information as well as the current standard deductions here.

Tax Retention Information

The length of time you should keep a document depends on the action, expense, or event the document records. Generally, you must keep your records that support an item of income or deductions on a tax return until the period of limitations for that return runs out.

Read the full guide from the IRS here with specific information on your tax situation.

Download Forms

Hiring a contractor or paying a new vendor? Unsure whether you will have to issue a 1099 at year end or not? Have them fill out this W9, to be certain.  This will save a lot of guess work at year end, crunch time!

W9 Form [PDF]


Not sure what to bring or how to prepare for our meeting? I have a tax organizer that you can download and check off items as you gather and organize them for our meeting.

Tax Organizer 2014 [PDF