Information & Secure File Sharing Links

 

Information Services

Get My Transcript

Get IRS Transcripts Online: Tax Return, Tax Account, Record of Account, Wage & Income, etc.

IRS Payments Online

Setup an account to make IRS payments online directly from Bank Account, Credit and/or Debit Card.

Where's My Refund

Where's My Refund? or ¿ Dónde está mi reembolso?

U.S. Treasury Service

One of the most frequently visited sites in America. The Internal Revenue Service has more than you would ever want to know regarding taxes.

IRS Tax Map

Find Forms and Information by Topic Using the IRS Tax Map

Santa Barbara Tax Product Group

Refund Transfer (RT)Refund Transfer Direct Deposit (RTDD)

State Sales Tax Links

Links to all 50 U.S. State tax sites. Simply highlight the state of your choice for more information

The Social Security Administration

The Social Security Administration website. This is a great place to request earnings reports or to ask questions about Social Security.

US Government Search

This is a search engine specifically for U.S. Government information.

Google Translate

Translate information from this webpage and/or send your translated email questions. We will try to answer to the best of our knowledge through translation in your language.

Secure Client Area

MyFirmFiles

"BY INVITATION ONLY": Securely send and receive sensitive client information through this site's interface called "My Firm Files."

Intuit Link

"BY INVITATION ONLY": A Secure Client Organizer Portal. Easily send forms and client organizer answers to tax preparer. Intuit Link Dashboard shows REAL-TIME progress in completing checklist.

SmartVault

"BY INVITATION ONLY": Your personal SmartVault Portal or Virtual File-Cabinet. Secure Client File Sharing and accessibility to filed return copies and tax source documents.