General information only — every situation is different. For advice on yours, book a consultation.
How long will my refund take?
The IRS says most refunds for e-filed returns with direct deposit are issued in less than 21 days, but some take longer, for example when a return needs extra review. California refund timing varies. You can check status anytime on our Track your refund page.
Can I get an extension?
Yes. Filing an extension by the April deadline gives you until October 15 to file your federal return, and California grants an automatic six-month extension to file. An extension is more time to file, not to pay — any tax owed is still due in April to avoid penalties and interest.
What happens if I'm audited?
Don't panic, and don't ignore the letter. Most IRS and FTB notices ask for specific information or explain a proposed change. Bring or upload the notice and we'll review it with you. As an Enrolled Agent, Dave can represent you before the IRS.
What is an Enrolled Agent (EA)?
An Enrolled Agent is a tax practitioner licensed by the IRS. EAs pass a comprehensive three-part IRS exam, complete continuing education, and have unlimited rights to represent taxpayers before the IRS on audits, collections and appeals.
What should I bring to my appointment?
See our printable What to bring checklist — ID, Social Security numbers, income forms (W-2s, 1099s), deduction records, last year's return, any IRS or FTB letters, and bank details for direct deposit.
How do I use the Client Portal?
Our secure Client Portal is powered by SmartVault. You'll receive an email invitation from Titanium Taxes to set up your account; after that, sign in to upload documents, e-sign forms and message us securely. Need help? Call 951-595-7374.
Where are you located?
Our main office is in Temecula at 28362 Vincent Moraga Dr. Ste. A, Temecula, CA 92590 (Monday – Friday, 9:00 AM – 6:00 PM). We also meet clients by appointment only at our Downtown San Diego office: Regus DiamondView Tower, 350 10th Avenue, Suite 1000, San Diego, CA 92101. Prefer not to drive? Meet by secure Microsoft Teams video. Book an appointment.
How do I book an appointment?
Use our online booking page to choose an in-office visit or a Microsoft Teams video consultation, or call us at 951-595-7374.
