Client Resource Hub
Resources
Access trusted tax tools, official agency links, and practical planning references in one place.
Latest Updates
Visit our News & Articles page for 2026 federal and California tax updates, plus in-depth planning articles.
Government Links
Client Planning Notes
- Keep digital copies of all tax documents in one secure folder.
- Review withholding and estimates after major income changes.
- Track deductible expenses monthly instead of waiting until year-end.
- Contact Natalie early if you receive IRS or state notices.