Insights to help you make smarter financial decisions.
Explore practical guidance, tax updates, and financial insights designed to help business owners and individuals stay informed, prepared, and confident year-round.
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Client Portal
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Understanding the Tax Filing Timeline
Key deadlines, extensions, and planning milestones to keep you on track throughout the year.
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Where’s My Federal Refund?
Federal refund status is available after your tax return is processed. Status is typically available within 24 hours for current-year e-filed returns, 3 days for prior-year e-filed returns, or 4 weeks after filing a paper return. To check your status, have your SSN, filing status, and exact refund amount ready.
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Where’s My California Refund?
California refund status is available after your tax return is processed. Refunds are typically issued within 3 weeks for e-filed returns and up to 3 months for paper-filed returns. To check your status, have your SSN, ZIP code, mailing address information, and exact refund amount ready.
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Make a Federal Tax Payment
Federal tax payments can be made online through the IRS. You can pay using your bank account, debit card, or credit card. Have your SSN or EIN, tax year, and payment amount ready when making a payment.
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Make a California Tax Payment
California tax payments can be made securely online through the Franchise Tax Board (FTB). Have your SSN or account information, tax year, and payment amount ready when making a payment.
Important Tax Deadlines
Filing Deadlines
Individual Returns
April 15: Individual income tax returns due
October 15: Extended individual tax returns due
Business Returns
March 15: Partnership and S corporation tax returns due
September 15: Extended partnership and S corporation tax returns due
April 15: C corporation tax returns due
October 15: Extended C corporation tax returns due
Trust Returns
April 15: Trust income tax returns due
September 30: Extended trust tax returns due
Payment Deadlines
Estimated Tax Payment Deadlines
April 15: Q1 estimated tax payment due
June 15: Q2 estimated tax payment due
September 15: Q3 estimated tax payment due (Federal only — California does not have a third-quarter estimated tax payment)
January 15: Q4 estimated tax payment due
Deadlines may be adjusted when they fall on weekends or federal holidays.
