Client resources
A simpler path
to what you need.
Estimate in-house controller costs, find tax agency phone numbers, and look up IRS or state notices. Access the tools you need in one place.
Quick access
Check your tax refund.
Go directly to the IRS or California refund tracker, or find another state’s official tax agency.
01 / Client access
Secure
document sharing.
Use the invitation provided for your engagement. Need help finding the right link?
Get access help02 / A good first meeting
Start with
your priorities.
Tell us the type of help you need, the decision or deadline ahead, and who should be involved.
Request a conversation03 / Common questions
A clearer
starting point.
Explore how we scope our work, coordinate with your team, and get an engagement underway.
Read the FAQsBefore you send a document.
Confirm that you are using the secure link supplied by MyCPA for your engagement. The general website inquiry form is for contact details and a brief description of your needs only.
- Do not include Social Security numbers or tax returns in a website inquiry.
- Do not share bank credentials, passwords, or authentication codes.
- Call the office if a link or document request seems unexpected.
Let us talk about what is next
A good conversation.
A clearer way forward.
Tell us what is on your mind. We will help you find the right next step.