Resources
Answers to the questions clients actually ask.
Organized around practical decisions rather than tax-code definitions. When a question needs judgment, it belongs in a conversation — not an article.
Practical questions
- How do I send documents to the office safely?
- Through TaxCaddy. You receive a request listing exactly what is needed, upload or photograph each item, and sign electronically. Please do not email tax documents as attachments.
- Where is my refund?
- Federal refunds can be tracked with the IRS Where's My Refund tool, and amended returns have their own tracker. California refunds are checked through the Franchise Tax Board.
- Which records should I keep, and for how long?
- Keep anything that supports an item on a filed return — income statements, closing documents, charitable acknowledgments, business records, and basis records for investments and property. When you are unsure whether a document matters, ask before discarding it.
- What should I do if I receive a notice?
- Do not respond to it before it is reviewed. Contact the office, and we will tell you what the notice is asking for and what is actually required. Notice details should be shared securely, not through a web form.
- Can you prepare a return for another state?
- Yes. The firm is qualified to prepare tax returns for all fifty states.
Tools and secure access
- IRS — Where's My Refund
- IRS — Where's My Amended Return
- California FTB — Check your refund
- TaxCaddy — secure client access
Space is held here for original notes from Lynda and the team. Syndicated articles and calculators will never lead this page.