To start, upload your documents to your Client Portal by logging into https://portal.dragontax.com.

Next, navigate to the Files tab and upload your documents under the appropriate tax year.

We strongly encourage you to use the portal to provide us with your documents electronically. If you prefer to mail or drop them off at our office, please contact us to coordinate delivery.

Returning clients will receive a separate e-mail with a list of suggested tax forms based on previous year’s activity. If you are unsure of what forms to send, please feel free to contact us at tax@dragontax.com.

We strongly recommend permitting us to make payment on your behalf as the agency’s portal can be difficult to navigate.

If you would like to pay the IRS directly, please refer to this link https://www.irs.gov/payments. Follow the prompts; there are different pathways, depending on the payment type you’ve selected. Credit card tax payments typically incur a fee from the payment processor.

If you are unsure of what selections to make, the amount to pay … please reach out to us at tax@dragontax.com.

We strongly recommend permitting us to make payment on your behalf as the agency’s portal can be difficult to navigate.

If you would like to pay the FTB directly, please refer to this link https://www.ftb.ca.gov/pay. Follow the prompts; there are different pathways, depending on the payment type you’ve selected. Credit card tax payments typically incur a fee from the payment processor.

If you are unsure of what selections to make, the amount to pay … please reach out to us at tax@dragontax.com.

You can check the status of your refund using the agencies’ online tools.

For IRS: https://www.irs.gov/refunds

For FTB: https://www.ftb.ca.gov/refund/index.asp?WT.ac=Home_Task_Refund

Please have the tax return, for the year you are inquiring about, readily available to answer the online tools’ questions.