Resources

Here, you will find our most commonly used resources.  Please let us know if we can provide any additional resources to assist you!

Check your refund status:

• IRS – Federal Refund
• FTB – CA Refund

Fee Schedule:

View our tax preparation bill rates and billing procedures. Please call us or email us with any questions regarding bill rates for accounting or any other services.

• Fee Schedule

Client Portal:

• Client Portal (SmartVault)
• Guest Portal (SecureFilePro)

Pay your invoice here:

• Pay now

Need more information? Feel free to email us at info@atsource.com or call us at (714) 962-9888