FAQs
Confused about your taxes? Below you’ll find some of the questions we get asked the most about tax preparation.
I don’t see my IRS.gov account updated to show my tax return was filed or refund not processed on Where’s my refund link:
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Yes, it can sometimes take a while for the IRS system to reflect the most current status of your tax return, especially during peak times or if there are processing delays. Here are a few common reasons why your return might not yet show as processed in your IRS account:
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Processing Time: The IRS may still be in the process of reviewing or processing your return. This can sometimes take a few weeks, especially if there are additional issues or if your return was filed close to the deadline.
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System Updates: The IRS system might be slow to update, so there can be a lag between when your return is processed and when it shows up in the system.
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Technical Issues: Occasionally, technical issues or system maintenance can affect the availability of information in your IRS account.
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Return Type: If you filed a paper return, processing times can be significantly longer compared to e-filed returns.
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Additional Review: Your return might be subject to additional review or verification, which can delay the processing. In this case, please look out for a IRS notice in the mail and email us front and back pages of letter so we can review.
It's a good practice to check your IRS account periodically for updates. If it's been several weeks or if you have specific concerns, you might consider contacting the IRS directly for more detailed information about your return. They can provide updates or let you know if any additional action is needed on your part.
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Where can I check the status of my refund?
​​You can check your refund at anytime at the links below. Alternately this is where you can confirm that IRS has accepted your return, please give this some time for IRS to process. Process times can vary based on the season.
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I received a penalties and interest letter from FTB after I filed my tax return with you.
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Yes, it's common for state tax agencies like the Franchise Tax Board (FTB) to add penalties and interest after the return was filed, such as penalties or underpayment. This is in addition to the state’s tax amount due. Unlike federal taxes, where penalties and interest might be handled slightly differently, each state has its own rules and procedures. If you received a letter from the FTB, it’s a good idea to review it carefully to understand what penalties or interest have been assessed and why. If you have any doubts or questions, you can send us a copy of the letter for review. Please send front and back of all pages for us to review.
How can I check the status of my amendment filed?
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You can check your amendment at anytime here: Where's My Amended Return? | Internal Revenue Service (irs.gov). Please give this some time for IRS to process, Process times can vary based on the season.
How do I make payments on taxes due?
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How do I go about making a payment for federal taxes(1040) due?
You can pay online or make payment arrangements here or you can mail a check to:
Internal Revenue Service P.O. Box 7704 San Francisco, CA 94120-7704
How do I go about making a payment for state taxes(540) due?
You can pay online or make payment arrangements here or you can mail a check to:
Franchise Tax Board P.O. Box 942867 Sacramento, CA 94267-001
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Federal payment options
Short-term Payment Plan (180 days or less)
$0 setup fee. Plus accrued penalties and interest until the balance is paid in full
After applying for a short-term payment plan, you can pay the amount owed directly from your checking or savings account (Direct Pay) or by check, money order or debit/credit card. Fees apply when paying by card.
You will receive a letter 30 days before your first payment, they may ask to confirm your cc or debit card that you want to use for payments moving forward. It can take up to 60-90 days to process payment plan.
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Pay monthly through automatic withdrawals
$31 setup fee, Plus accrued penalties and interest until the balance is paid in full.
Pay amount owed through Direct Debit (automatic payments from your checking account), also known as a Direct Debit Installment Agreement (DDIA). This is required if your balance is more than $25,000.
You will receive a letter 30 days before your first payment, they may ask to confirm your cc or debit card that you want to use for payments moving forward. It can take up to 60-90 days to process payment plan.
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State payment options for California:
You have 3-5 years to pay your taxes due here
You can pay month via credit it's going to have a 2.3% service fee.
If you pay via routing and account number, no service fee.
and you'll have to pay a $34 processing fee to FTB
There are some requirements for payment plans:
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Amount due is less than $25,000
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You can pay the amount in 60 months or less
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You’ve filed all your income tax returns for the past 5 years
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Your tax return was accepted, we also sent IRS the payment plan request. It can take up to 60/90 days for IRS to approve and process it. You will receive a letter 30 days before your first payment, they may ask to confirm your cc or debit card that you want to use for payments moving forward.
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I received a notice from IRS, what do I do?
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Please send us clear scans or photos of both the front and back pages of the notice. Ensure all text and details are legible so we can review.
How can I notify the IRS that I’ve changed my mailing address?
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There are several ways for you to inform the IRS that your mailing address has changed. You can fill out and submit Form 8822 (or Form 8822-B if you have a business), use your new address when you file this year’s taxes, or through a written statement or oral notification.
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What should I do if I made a mistake on my federal tax return that I have already filed?
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Your action should be guided by the type of mistake you made. Most mathematical errors are caught and corrected by the IRS when they process your tax return so in most cases no further action will be required of you. If the nature of the mistake is regarding your income, deductions, or credits, you should file an amended return using Form 1040X.
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How can I notify the IRS that I’ve changed my mailing address?
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There are several ways for you to inform the IRS that your mailing address has changed. You can fill out and submit Form 8822 (or Form 8822-B if you have a business), use your new address when you file this year’s taxes, or through a written statement or oral notification.