Resources

For the convenience of our clients, our site has valuable financial tools including financial calculators, tax calendar with important filing dates, links to track your federal and state tax refunds. These tools are not a substitute for professional qualified tax and financial advisers at the same time they can be used as a starting point in your decision making process.

Important Sites

• Track Federal Refund
  Track California Refund
  Internal Revenue Service
  Social Security Administration
  U.S. Small Business Administration
  U.S. Department of Commerce
  

Important Dates

Individuals - Estimated tax due on April 15, June 15, Sept. 15 and Jan. 15.

March 15

• Last date to file tax return or extensions for SCorporations and LLCs. To avoid penalty, be sure to pay taxes due (extensions included). Considering year end is December 31.

April 15

• Last date to file tax return or extensions for Individuals and Corporations. To avoid penalty, be sure to pay taxes due (extensions included).
  Last date to contribute to IRA or Roth IRA for previous tax year.
  Last date to file state tax returns (for states that require state tax). Many states automatically extend filing time for those who have filed for federal extensions.
  Last date to file/report Foreign Bank and Financial Accounts (FBAR)

October 15

• Last date to file tax returns (Federal and State) no exceptions

December 31

• Last date to make payments, charitable contributions, 401k contributions etc.