Resources
The things clients ask us for, kept in one place
Checklists, deadlines, the portal and the official agency links. No sign-up and no email capture — take what is useful.
01Start here
Four things worth bookmarking
Document checklists
What to gather before your appointment, organised by situation — a personal return, a Schedule C, an entity return, a rental, an ITIN.
Learn moreTax deadline calendar
Federal and California dates for the current filing cycle, including the California-only ones most calendars leave out.
Learn moreClient portal
Upload documents from your phone, sign electronically, pay an invoice and message the person working on your file.
Learn moreArticles
Plain-language explanations of the things clients ask about most — notices, entity choices, payroll and record-keeping.
Learn more02Official links
Go to the agencies directly
Always reach these agencies through their own websites. Sites imitating the IRS and the FTB appear every filing season, and they are convincing.
Internal Revenue Service
California agencies
03Stay safe
How to spot a tax scam
Every filing season brings a wave of impersonation attempts, and they target Spanish-speaking households especially hard. The rules below hold in almost every case.
- The IRS opens contact by postal mail — never by phone call, text message or email.
- No agency will ever ask to be paid in gift cards, wire transfers or cryptocurrency.
- Nobody legitimate threatens immediate arrest or deportation over the phone.
- Verify any preparer with CTEC or the IRS before handing over your documents.
- A preparer who will not sign your return or give you a PTIN is a serious warning sign.
- When in doubt, send us the letter. We read IRS and state notices at no charge.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.