E-file refunds usually take up to 2 weeks, and paper takes up to 4 weeks. If this amount of time has passed, click below for the Federal and State refund lookup services.
You will need the following information in most cases:
We recommend online accounts with the IRS and California FTB to help save time on hold waiting to speak to the taxing authorities for information you can obtain yourself once you have an account. With your account, you can view payment history and any scheduled or pending payments for each tax year. You can also get information about economic impact payments, digital copies of letters and notices, and much more.
Please note that the IRS and FTB may update their webpage from time to time, and these instructions could vary slightly. If you file tax returns in other states, most state websites have online accounts similar to California.
For the IRS:
For the FTB:
Here is the link to the SmartVault website: https://my.smartvault.com
Have your username and password ready.
Click the activation link in the invitation email. This link will take you to the site in order to setup your account. Your username is the email address we used to send you the invite.
Next, you must enter a password of your choosing. Passwords should be at least 12 characters with a combination of upper/lowercase letters, numbers and symbols. This account will contain documents with sensitive financial information including your social security number, so we highly recommend the use of strong passwords to protect your information.
Click on this link to be taken to the password reset page for SmartVault. We cannot reset this password for you, nor do we have access to your current password.
Yes, SmartVault has a very helpful and quick orientation for common questions about setting up your account and navigating the website. Just click here to view it.
If you no longer have access to your old email, please let us know so we can update your access to SmartVault. For security reasons, we are the only ones who can update your email for login.
Yes, please tell us the name and email address of the user you would like to add so we can send an invitation to the new user.
Yes! Standard email attachments are not a secure way to send sensitive financial documents, so we also have a service from Citrix called ShareFile. This allows you to send your documents via email, but with enhanced encryption. While this service will not serve as long-term storage of your documents like SmartVault, it is convenient because no account setup is needed.
All of our staff’s email signatures include a link to send them documents via ShareFile. If you do not have an email from the person you would like to send to, simply email them and request the link. Or, you may call our front desk at 818-547-5701 and we will be happy to send it to you.
You are required to make payments by Electronic Funds Transfer (EFT) if:
If you are required to remit payments through EFT and you use another means (check, cash, money order, credit card, etc.), you will be subject to a penalty.
Monthly and quarterly tax or fee returns will be assessed a 10 percent penalty on the taxes or fees due.
Sales and use tax prepayments will be subject to a six percent penalty. Special taxes programs will be assessed a prepayment penalty based on the law governing your specific special taxes program.
If you have other questions about EFT, visit this page for more information.
There are two things that could be happening:
There are a few things that could be happening:
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