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

call us for the Zoom ID and Password

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 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

Note:  Limits Apply

Maximum Traditional and Roth IRA Contributions for 2023:  

$6,500 + $1,000 for age 50+

for 2024:  $7,000 + 1000 for age 50+

Maximum elective deferral to retirement plans, e.g., 401(k), 403(b)  for 2023: $22,500 + 7,500 for age 50+

for 2024:  $23,000 + 7,500 for age 50+

Maximum elective deferral to SIMPLE IRA plans in 2023:  

15,500 + 3,000 for age 50+

for 2024: 16,000 + 3,500 for age 50+

Maximum SEP IRA, Profit Sharing and Defined Contribution plans Company Contributions limit in 2023 is $66,000; $69,000 for 2024   Note that certain limits apply.

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 Federal Amended Return

https://www.irs.gov/filing/wheres-my-amended-return

Where's My CA Amended Return

https://www.ftb.ca.gov/refund/index.asp