How do I upload my tax documents?

Our financial advisor will have emailed you a link to a system called Canopy; click the link and create an account. Navigate to 'Files' on the main menu and click 'Upload one now'. Then select 'Choose Files' and select your tax documents from your computer. When selected, click 'Upload these files', and click done. Your advisor will be notified of the upload, and you may view your uploads or continue to upload more through the Files tab.

How do I pay the IRS?

To pay the IRS, navigate to www.IRS.gov and select 'Pay Your Tax Bill' from the homepage. Next, select 'IRS Direct Pay', or alternatively you can pay with a debit/ credit card for a fee. From Direct Pay, select 'Make a Payment' and then specify the appropriate payment type, reason for payment, and tax period for the payment. You'll then be prompted to verify your identity through a series of questions, make the payment, review and sign, and then confirm to complete the process.

How do I pay the FTB?

To pay the FTB in California, navigate to www.ftb.ca.gov and select 'Make a Payment'. Based on your individual situation, select the option that best fits your needs. We would recommend Web Pay to avoid paying a transaction fee. You'll then begin the verification process by providing personal information, followed by payment and confirmation.

Can I pay the FTB by check?

Yes, you can pay by check. Find more info and specifics here: https://www.ftb.ca.gov/online/CheckMoCash_pay.shtml

How do I check the status of my refund?

To check the status of your refund, navigate to www.ftb.ca.gov and click 'Where's My Refund?' on the homepage. You will see general information regarding processing time frames, but you can check your refund manually by clicking 'Check Refund'. Fill in your personal information and when complete, click 'Check Your Refund'.