Tools and resources
Online resources
Common links we share with clients. Use these to check refund status, learn eligibility rules, upload documents, and book an appointment.
Make an appointment
Avoid waiting till the last minute and make your appointment today. In-person or phone appointments available.
Secure File Pro
Securely upload and download your tax documents. Access your copies anytime.
Where is my refund? (IRS)
Check your federal refund status directly with the IRS.
Where is my refund? (California)
Check your California state refund status.
Where is my amendment?
Track the status of your amended return with the IRS.
What’s my filing status?
Learn about filing statuses and what applies to you.
Who can I claim as a dependent?
Use the IRS tool to determine who qualifies as a dependent.
Tax preparation fee estimator
Answer a few questions and see an estimated price range based on your situation.
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