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Client Resources

We want you to have valuable information available to you at your fingertips when you need it.

Selecting an Entity
With various entity options for businesses, knowing which one to choose depends greatly on your business situation. We can help you select the best entity for you. Read More

Estate Tax Organizer
Below are estate tax organization forms to help you systematize your information:

  • Essential Document Locator
  • Estate Net worth Statement
  • Persons To Be Notified
  • Retirement Income Worksheet
  • Checklist
  • Memorial Planning

  • Track Your Tax Refund

    When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within 6 to 8 weeks of filing a paper return. If you chose to receive your refund through direct deposit, you should receive it within 1 week. If you use e-file, your refund should be issued between 2 and 3 weeks.
    You can check on the status of your refund by clicking on the following links. Check Your State Returns Below:

  • California
  • New Jersey
  • Oklahoma






  • Helpful Sites

    Federal Tax Refund
    Internal Revenue Service

    CA Franchise Tax Board
    NAVREF


    Tax Organizers

    A tax organizer can facilitate the process of pulling together your tax information. Use these links to print out the form that applies to your needs.

    Tax Organizer:
    PERSONAL Use


    Tax Organizer:
    BUSINESS Use


     

     

     

     

     

     





     

     

     

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