Support & Resources
** REMINDER
E-file Auth Signature(s)
A courtesy reminder to sign the E-file Authorization Forms — Form 8879 IRS and FTB E-file Signature Authorization are the declaration documents to authorize an ERO (electronic return originator) to generate the taxpayer’s PIN and e-file the corporate and/or individual income tax return. They are retained by the ERO and not submitted to the IRS/FTB.
Taxpayers may check the status of their Tax Filing and Refund online or by phone.
The preferred method is to create a user account with IRS and FTB to check the latest status, balance, and transcripts:
IRS - My Account: https://www.irs.gov/payments/your-online-account
FTB - MyFTB: https://www.ftb.ca.gov/myftb/index.asp
Alternatively, Taxpayers may check the latest refund and filing status online without an account (note you will need a prior year tax return to access the information):
IRS: https://www.irs.gov/refunds
FTB: https://www.ftb.ca.gov/refund/
You may also try the IRS app to stay current on your account status,
IRS2Go App :
https://www.irs.gov/help/irs2goapp
Note that the IRS expects the processing of e-filed Tax Returns to be completed within 21 days, while paper-filed tax returns may take 4-6 weeks. Please allow time to update the status online and check again with the IRS/FTB. You may contact IRS/FTB directly by phone to get the current status.
* Disclaimer: Our Tax Preparation fee includes the preparation and filing of the tax return. Additional service fees would be charged for handling of IRS/FTB/
Government notice letters and/or general tax questions that are not related to the current tax return.) ACCO is not responsible for the tax refund and expediting the refund status. You may verify the status online and/or contact the IRS/FTB/
Goverment directly)
Taxpayers may view and download the transcripts of tax returns through the corresponding online account:
IRS - My Account
https://www.irs.gov/payments/your-online-account
FTB - MyFTB
https://www.ftb.ca.gov/myftb/index.asp
Taxpayers may request the transcript to be mailed to their address in 5-10 business days:
IRS - Request by Mail
https://sa.www4.irs.gov/irfof-tra/login
The IRS allows allows individuals to extend their Tax Return for a 6-month extension from April due date to October.
Note that the tax amount owed is still due by April filing date and the payment due cannot be extended (the tax amount due shall be paid by April due date to avoid late payment penalty and interest).
- An extension of time to file your return does not grant you any extension of time to pay your taxes.
- You should estimate and pay any owed taxes by your regular deadline to help avoid possible penalties.
- You must file your extension request no later than the regular due date of your return.
- Taxpayers in certain disaster areas do not need to submit an extension electronically or on paper. Check to see if you qualify and the due date of your return.
* Entities such as Partnerships and S-Corps have filing due dates in March that can be extended to September.
In the case you may have missed a tax document and/or have a miscalculation on your Tax Return, you may file an amendment and pay/refund the difference.
The Taxpayer should consider the tax amount at hand. As the IRS processes the Tax Return, they may calculate and send an assessment rather than begin an audit procedure. The Taxpayer can consider whether hiring tax accountants is necessary. Note when the difference of tax is significant, additional penalties may be added onto the accuracy-related penalty 20%.
It is recommended to have the Tax Professional file the amendment, because mis-handling and calculation errors can cause more issues leading to penalties and/or fees. Please send to us the copy of the Tax Return, tax documents, and notices.
You may make a payment to IRS and FTB for Tax Due:
Pay to IRS - Balance Due, Income Tax 1040, (Tax Year)
https://www.irs.gov/payments/direct-pay
Pay to FTB - Web Pay Personal, Tax Return Payment, (Tax Year)
When income is received without withholding (having to pay tax), such as self-employment, interest/dividends, rents, alimony, etc. it may be recommended to make Estimated Tax payments. When the tax difference becomes significant (at least $1,000), the IRS begins to assess penalties.
The IRS calculation for penalty is based on last years' income and tax, the current year's income, and the estimated tax payments you made throughout the year. Although there are Quarterly deadlines, the payments may be accepted any time.
After completing a Tax Return, the Tax Preparer may let you know if Estimated Tax payments may be needed to avoid penalties and interest (when the difference between tax and withholding/credits exceeds $1,000).
You may make a payment to IRS and FTB for Estimated Tax: Pay to IRS - Estimated Tax Payment, Income Tax 1040, (Tax Year)
https://www.irs.gov/payments/direct-pay
Pay to FTB - Web Pay Personal, Estimated Tax Payment, (Tax Year)
Taxpayers may receive an IRS or FTB notice for request of tax payment, to provide information regarding a change to their account, or to request additional information regarding the tax return. The letter provides information about the specific issue at hand, instructions on how to proceed, and a number to call if you need further information.
In most cases, you may call the IRS or FTB directly and inquire about the notice and tax problem. When calling, you will want a copy of the notice and your tax return so your account can be readily accessed. If the notice requires a reply, you may mail a response to the IRS or FTB, however note the processing time may take 4-6 weeks or more.
Contact --
IRS 1-800-829-1040
FTB 1-800-852-5711
Getting a resolution with the IRS and FTB can be troubling, and in some cases feel like it will never be resolved. It may be needed to consider the amount of tax amount owed and the costs of hiring a tax professional.
If the issue is complex and/or the amount of tax or possible liability is significant, please contact us as early as possible.
We will require Power of Attorney to speak to the IRS or FTB regarding the Taxpayer's account. Please send us the copies of tax documents and notices. Keep in mind the IRS may take 4-6 weeks to processes a reply.
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Taxpayer Rights
Your rights as a taxpayer and the processes for examination, appeal, collection, and refunds.
The Right to be Informed
Taxpayers have the right to know what they need to do to comply with the tax laws. They are entitled to clear explanations of the laws and IRS procedures in all tax forms, instructions, publications, notices, and correspondence. They have the right to be informed of IRS decisions about their tax accounts and to receive clear explanations of the outcomes.
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The Right to Quality Service
Taxpayers have the right to receive prompt, courteous, and professional assistance in their dealings with the IRS, to be spoken to in a way they can easily understand, to receive clear and easily understandable communications from the IRS, and to speak to a supervisor about inadequate service.
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The Right to Pay No More than the Correct Amount of Tax
Taxpayers have the right to pay only the amount of tax legally due, including interest and penalties, and to have the IRS apply all tax payments properly.
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The Right to Challenge the IRS’s Position and Be Heard
Taxpayers have the right to raise objections and provide additional documentation in response to formal IRS actions or proposed actions, to expect that the IRS will consider their timely objections and documentation promptly and fairly, and to receive a response if the IRS does not agree with their position.
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The Right to Appeal an IRS Decision in an Independent Forum
Taxpayers are entitled to a fair and impartial administrative appeal of most IRS decisions, including many penalties, and have the right to receive a written response regarding the Office of Appeals’ decision. Taxpayers generally have the right to take their cases to court.
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The Right to Finality
Taxpayers have the right to know the maximum amount of time they have to challenge the IRS’s position as well as the maximum amount of time the IRS has to audit a particular tax year or collect a tax debt. Taxpayers have the right to know when the IRS has finished an audit.
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The Right to Retain Representation
Taxpayers have the right to expect that any IRS inquiry, examination, or enforcement action will comply with the law and be no more intrusive than necessary, and will respect all due process rights, including search and seizure protections and will provide, where applicable, a collection due process hearing.
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The Right to Confidentiality
Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by the taxpayer or by law. Taxpayers have the right to expect appropriate action will be taken against employees, return preparers, and others who wrongfully use or disclose taxpayer return information.
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The Right to Retain Representation
Taxpayers have the right to retain an authorized representative of their choice to represent them in their dealings with the IRS. Taxpayers have the right to seek assistance from a Low Income Taxpayer Clinic if they cannot afford representation.
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The Right to a Fair and Just Tax System
Taxpayers have the right to expect the tax system to consider facts and circumstances that might affect their underlying liabilities, ability to pay, or ability to provide information timely. Taxpayers have the right to receive assistance from the Taxpayer Advocate Service if they are experiencing financial difficulty or if the IRS has not resolved their tax issues properly and timely through its normal channels.
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Code of Ethics & Tax Preparer Duties
We believe in professional service with integrity. We hope to meet the fitness to practice in California in the United States through good character, good reputation, obtaining licensing & qualifications, and competency.
With adhering to Professional and Government standards, we understand conflicts and new cases may arise. We promote ethical behavior by proactively searching for responsible, knowledgeable resources and complying with the regulations from federal and/or state government and professional agencies. We seek to act in good faith and with competence, due diligence and care, and without misrepresenting material facts. We will avoid conflicts of interest or otherwise provide necessary disclosure. We will provide constituents with information that is accurate complete, objective, relevant, timely and understandable.
Tax Professional’s Duties & Obligations for practicing are provided by Circular 230 and governed by the IRS Office of Professional Responsibility.
https://www.irs.gov/pub/irs-pdf/pcir230.pdf
Beware of Solicitations & Scam
The Federal Trade Commission has reported $8.8 Billion lost in consumer scams in 2022.
Note that the IRS and State do not initiate contact with taxpayers by email, text message, or social media.
Scammers solicit by telephone, mail, and email to acquire information and/or authority from individuals, businesses, payroll, and tax professionals.