Client Information & Resources
New Client Organizer
As a new client please utilize our tax organizer to prepare you for your tax appointment and help you gather your information.
ShareFile Login
ShareFile is a secure portal that clients can access and upload their documents for their tax appointment. If you are a new client needed access to the portal, please call the front desk at (562)923-9436.
Frequently Asked Tax Questions
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The tax deadline for filing individual returns and making tax payments is April 15, 2026. The individual tax return extension form is also due on April 15, 2025. S-Corp and Partnership tax returns are due on March 16, 2025.
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Many taxpayers will receive their refunds within 21 calendar days after their return was received by the IRS. You can track your refund by using the “Helpful Links” tab below.
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Quarter 1: April 15th, 2026
Quarter 2: June 15th, 2026
Quarter 3: September 15th, 2026
Quarter 4: January 15th, 2027
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