LORD WEALTH MANAGEMENT

Our clients financial health and security is our top priority!  We have options in place where tax documents can be shared safely and quickly between you and our office.    

This private “tax box” is available to all tax clients through Intuit Link. Here we can safely share photos, pdfs, word docs and excel spreadsheets at no additional cost. The Intuit Link “tax box” is encrypted and is easy to use.  This system is available 24/7.  

To upload to your Intuit Link tax box  click on the link / bar below.   There is a folder for each tax year.   If need an invitation to establish your account, simply give us a call at 949-766-7808.

Sometimes meeting face to face or sharing a computer screen is easier when communicating important information, asking questions or just sharing your tax and investment objectives.

To request a scheduled Zoom Meeting, simply give us a call.  We will provide you with a Zoom Meeting ID to use with the link below.  

For a video tutorial on how to join a Zoom Meeting, go to:  https://www.youtube.com/embed/hIkCmbvAHQQ?rel=0&autoplay=1&cc_load_policy=1

So your Tax Return has been calculated and now ready for your signature on the E-File Authorization.  

For faster processing of your return, we now have the ability to obtain your signature electronically via DocuSign.  To do this, we would send you an email requesting your e-signature.  Once your identity with DocuSign has been verified, you will be prompted to e-sign your tax documents as instructed.  

A pdf copy of the entire return, including your E-File Authorization will be available for you to save and keep for future reference.   Another copy of this file will be uploaded to your Intuit Link Tax Folder.  If you would like a printed hard copy of this same file, please give us a call.

Below is a link to a tutorial video on our DocuSign E-Signature program.  As always, please feel free to contact our office if you should have any questions or need further assistance.

For Federal Tax Payments and Deposits, 

go to: https://www.eftps.gov/eftps/index.jsp

To Pay your Federal Tax by credit card, 

go to: 

https://www.irs.gov/payments/pay-taxes-by-credit-or-debit-card

For State Tax Payments and Deposits, go to: http://www.ftb.ca.gov/online/webpay/index.asp

Maximum elective deferral to retirement plans, e.g., 401(k), 403(b):  $19,500

Catch-up contribution limit for 401(k), 403(b), and certain 457 plans:  $6,500

Maximum elective deferral to SIMPLE plans:$13,500

Catch-up contribution limit for SIMPLE plans: $3,000

Maximum elective deferral to 457 plans of gov’t and

tax-exempt employers: $19,500

Limit on annual additions to defined contribution plans: $58,000

Annual compensation threshold requiring SEP contribution: $650

Limit on annual additions to SEP plans: $58,000

Maximum annual compensation taken into account for contributions: $290,000

Annual benefit limit under defined benefit plans: $230,000

Used in definition of highly compensated employee: $130,000

Health flexible spending account maximum salary reduction contribution:  $2,750

Expecting a tax refund or stimulus check, but wondering where it is?

Just click on any of the following link and you will be connected directly to the taxing authorities.

Where's My Federal Tax Refund?

 https://www.irs.gov/refunds 

Where's My CA State Tax Refund?

 http://www.ftb.ca.gov 

Where's My Stimulus Check?

 https://www.irs.gov/coronavirus/get-my-payment 

** The IRS will issue Notice 1444 for all those who received Economic Impact Payments to their last known address.  This form will report the amount a taxpayer received to determine if an additional rebate is due on their 2020 income tax return.