Lord Tax Management

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    • Home
    • Tax Updates
    • CHARITABLE DONATIONS
    • INCOME TAX LINKS
    • Contact Us

Lord Tax Management


  • Home
  • Tax Updates
  • CHARITABLE DONATIONS
  • INCOME TAX LINKS
  • Contact Us

LORD WEALTH MANAGEMENT

Investment Management

Improving your tax and financial position often takes guidance from an investment professional. Lord Wealth Management specialize in investment management for the conservative investor.    For more information, or to just access your Investment Account, click on the link below:


This website provides various investment links and updates.   

Lord Wealth Management

INCOME TAX LINKS

INTUIT LINK TAX FOLDER

E-SIGNATURE DOCUSIGN VIDEO

INTUIT LINK TAX FOLDER

                                                                                              

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.

Connect to your Intuit Link Tax Box

REQUEST A ZOOM MEETING

E-SIGNATURE DOCUSIGN VIDEO

INTUIT LINK TAX FOLDER


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


join a zoom meeting

E-SIGNATURE DOCUSIGN VIDEO

E-SIGNATURE DOCUSIGN VIDEO

E-SIGNATURE DOCUSIGN VIDEO


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.


DocuSign Client Review and Sign Video

TAX PAYMENTS ON-LINE

WHERE'S MY REFUND or STIMULUS CHECK

E-SIGNATURE DOCUSIGN VIDEO



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

PAY YOUR FEDERAL TAX ON-LINE

2021 PENSION PLAN LIMITS

WHERE'S MY REFUND or STIMULUS CHECK

WHERE'S MY REFUND or STIMULUS CHECK


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

IRS Pension Plan Limits 2021

WHERE'S MY REFUND or STIMULUS CHECK

WHERE'S MY REFUND or STIMULUS CHECK

WHERE'S MY REFUND or STIMULUS CHECK



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.

IRS Website

Be Safe! Be smart!

REMEMBER, THE IRS WILL NEVER:

 

  • Call to demand immediate payment, nor will they call about taxes owed without first having mailed a bill.
  • Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.
  • Require you to use a specific payment method for your taxes, such as a prepaid debit card.
  • Ask for credit or debit card numbers over the phone.
  • Threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.
  • The IRS does not use unsolicited email, text messages, or any social media to discuss your personal tax issues.  


Report suspicious online or emailed scams to Phishing@irs.gov. 

Contact Us

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Nadine Lord Divan EA CFP

25 Cerrero Ct, Rancho Mission Viejo, California 92694, United States

(949) 766-7808 or Toll Free (800) 350-1299


Copyright © 2022 Nadine Lord Divan EA CFP - All Rights Reserved.

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