Client Center
Welcome to our Client Resource Center. Here you will find helpful information and direct website links related to taxes, payroll, bookkeeping, and sales tax reporting. These resources are provided to help you access forms, be informed, and stay updated with important due dates. If you ever have questions or need assistance using any of these resources, our team is always here to help.
Track My Refund
Refund times vary based on how you file. Paper returns usually take 6–8 weeks, e-filed returns take 2–3 weeks, and direct deposit is often received within about one week after processing.
You can check your refund status using the links below. Make sure to have your SSN, Tax Year, Filing Status, and Refund Amount ready.
Click this link to track your IRS refund: https://sa.www4.irs.gov/wmr/
Click this link to track your CA State refund: https://webapp.ftb.ca.gov/refund/login?Submit=Check+refund&Lang=en-us
Tax Due Dates
Take a look at our important tax due dates for the month of October 2026.
October 15 - Individual and C-Corporations Extended Taxes are due
Extended deadline to file 2025 income tax returns (Form 1040 and CA State Returns) are due if an automatic six-month extension was filed. As well as, extended filing deadline for calendar-year c-corporation income tax returns.
October 15 - Monthly Payroll Tax Deposit is due for September 2026
All businesses that are monthly depositors must deposit federal employment taxes (Social Security, Medicare, and withheld income tax) for payroll processed in September 2026 by the 15th day of October.
October 31 - Payroll Trimester forms are due for the 3rd Quarter 2026
Quarterly payroll forms for Quarter 3 2026 (July 1 - September 30, 2026) are due. All businesses must report the primary form Form 941 (Employer's Quarterly Federal Tax Return), which reports wages, tips, and payroll tax withholdings to the IRS. In California, employers must also file the combined DE 9 and DE 9C with the EDD
October 31 - CDTFA Sales Tax Return for 3rd Quarter 2026 and Final Liability payment is Due
Sales tax return for Quarter 3 2026 (July 1 – September 30, 2026) and final liability payments are due.
Payroll Resources
The link provided to the California Labor Commission website contains all the official and up-to-date information regarding California labor laws, employee rights, and minimum wage rates. It also includes important payroll resources, such as overtime rules, meal and rest break requirements, sick leave laws, and employer compliance guidance. We recommend reviewing this site regularly to stay informed and compliant.
Click this link for the CA Labor Commision Website: https://www.dir.ca.gov/dlse/
What is buisness deductible?
A business deductible expense is any expense that is considered ordinary, necessary, and reasonable for operating your business, as defined by the IRS. This generally means the expense must be common in your industry and helpful for running your business. Common examples include office supplies, tools, software, advertising, vehicle expenses, insurance, rent, and payroll costs.
To properly deduct a business expense, it is critical to keep clear documentation, including:
Receipts or invoices
Proof of payment (bank or credit card statements)
Vendor name, date, amount, and business purpose
Proper documentation is required in case of an IRS or state audit. Expenses that are not properly documented may be disallowed.
For full details and official guidance, please refer to the IRS Business Deductions resource using the link provided: https://www.irs.gov/forms-pubs/guide-to-business-expense-resources
IRS Source:
IRS Publication 535 – Business Expenses
IRS Topic No. 509 – Business Use of Home
IRS Small Business Tax Guide – Publication 334