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FAQ’s

How long do I have to keep my tax records? 

The IRS suggests that you hold on to them for 3 years, but many a times it is necessary to keep them for 7.  If you have net operating losses, you should keep it for 3 years from when you last took the deduction/loss.  Some important financial records like bank and brokerage statements, trust deeds etc would be nice to keep forever.
 
How can I check the status of my tax refund? 

You can check your refund status with the IRS or FTB after they have processed your returns.  To find out your expected refund date, you may need following information depending on the agency.

Primary social security number
Filing status
Refund Amount
Numbers in Mailing address
Zip Code

Once you have all the above information, you may check the refund status online or over the phone.

Online 

IRS Refund Status https://sa1.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
FTB Refund Status https://webapp.ftb.ca.gov/Refund/Login.aspx?Lang=en-us
Phone 

IRS Refund Status 800-829-4477
FTB Refund Status 800-338-0505

What can I do if I can’t pay tax balance now?

You can request an installment agreement on IRS form 9465
 
Can I pay taxes with credit card? 
 
You may pay taxes by visiting following sites or calling the numbers

officialpayments.com 800-272-9829
Pay1040.com 888-729-1040

Additional charges will apply for credit card payments!