Quick Links to Common Tax Questions

  • Where is my refund? Federal Refund and California Refund
  • When do I have to pay my taxes when efiling? You can pay any amount you owe on or before the filing deadline, you do not have to pay on the date that you efile, unless of course that IS the tax filing deadline!
  • What should I do if I cannot pay my taxes? You can request an installment agreement through the Internal Revenue Service and/or the California Franchise Tax Board
  • What are Estimated Tax Payments and Who Should Pay Them?
  • How long should I keep tax records and which records/documents should I keep? We have put together a quick guide to help!
  • What is the best way to keep records?
  • What does a CPA need to do my taxes? We have put together a List to help you gather your documents.
  • What does it mean to file an extension? Jerry can file an extension for you if that is needed.