To Our Clients, We Say, "Thank You!"
It is because of the many referrals from you to friends and family that we continue to grow. We appreciate the opportunity to be of service to you and consider it the best compliment when you are willing to refer us to others.
We constantly strive to provide the best service in our industry, and we appreciate this reward. If you know others that would be interested in an introductory consultation with one of our advisors, please let us know, and we would look forward to following up with them.
Tax Payments & Refund Status
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Paying my Federal Taxes
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Where's my Refund?
Tax Links
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2017 Tax Rate Schedules
Federal Income Taxes
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Internal Revenue Service
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Franchise Tax Board
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Social Security Administration
California Income Tax
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State Board of Equalization
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California Tax Service Center
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Santa Clara Property Tax Assessor
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San Mateo Property Tax Assessor
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Alameda County Property Tax Assessor
Tax Forms & Publications:
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MLP Tax Organizer
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IRS Forms
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Commonly used Income Tax Forms
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Commonly used Payroll Tax Forms
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Commonly used Sales Tax Forms
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Franchise Tax Board
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W9
WEALTH MANAGEMENT /INVESTMENT LINKS
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Wealthscape (Securities America Client Portal) www.wealthscape.com
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MLP Financial Planning "Fact Finder" (digital download)
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Securities America, Inc / National Financial Services, Inc.
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FINRA / NASD
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SIPC
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U.S. Securities and Exchange Commission
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North American Securities Administrators
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Federal Trade Commission
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Federal Trade Commission (do not call lists)