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Resource Center

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

Tax Resources
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

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.
  • Corporation(1120)
  • Business & Partnership(1120S & 1065)
  • Non-Profit & Tax-Exempt Organization(990)
  • Individual

  • Estate Tax Organizers
       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

  • Financial Tools
       Cash-on-Cash Analysis
       Due Diligence Checklist
       MyFico
  • Score Calculator
  • Score Estimator

  • Marketing Tools
       Use Constant Contact in Your Business

    Helpful Websites
       Federal Tax Refund
       Internal Revenue Service
       CA Franchise Tax Board
       NAVREF

    Schedule with CAS
       Set up an Appointment
       Tax Extension
       Retention Schedule

    Newsletter Archives

    CAS Brochure

    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 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

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