Client Resources

Helpful links & tools

Everything you need in one place — access your client portal, check refund status, and make payments directly with the IRS or FTB.

Quick Access

Client Access Portal

Securely share documents, view your tax returns, and communicate with our firm through the ClientAxcess portal.

IRS Refund Checker

Check the status of your federal tax refund directly on the IRS website using your SSN, filing status, and refund amount.

Make a payment directly to the IRS from your bank account at no cost. Pay your tax bill, estimated taxes, or installment agreement.

FTB Refund Checker

Check the status of your California state tax refund with the Franchise Tax Board using your SSN and the exact refund amount.

Pay your California state taxes online through the Franchise Tax Board's secure Web Pay system for individuals and businesses.