Tools, documents, and links our clients use most. Bookmark this page for quick access to tax forms, payment portals, deadlines, and our client portal guides.
Quick Links
Frequently used federal and state tax tools, payment portals, and refund trackers.
IRS DirectPay
Make a federal tax payment directly from your bank account.
CA WebPay
Make a California Franchise Tax Board payment online.
IRS Online Account
View your IRS account history, balance, and notices.
State Tax Agency Directory
Links to every state's tax agency website.
Where's My Federal Refund?
Check the status of your federal tax refund.
Where's My California Refund?
Check the status of your California state refund.
Noncash Donation Value Guide
Reference values for charitable noncash donations.
Tax Due Dates Calendar
Key federal and California state tax deadlines for the year. Use this as a planning reference. We will confirm dates that apply to your specific filings.
IRS Online Tax Calendar
Federal tax deadlines for individuals, businesses, and self-employed filers, updated by the IRS.
Tax Documents & Organizers
Checklists and blank organizers to help you gather what we need to prepare your return.
Individual Tax Document Checklist
A quick reference of the documents to gather before your appointment.
Individual Tax Organizer
Blank organizer for personal tax preparation.
Fiduciary Tax Organizer
Blank organizer for estate and trust tax preparation.
2025 Tax Info Sheets & Questionnaires
Entity-specific information sheets to complete before your tax preparation engagement.
Canopy Client Portal Guides
Step-by-step instructions for using the Canopy client portal on web and mobile.
Canopy Client Support
Canopy's main client help center.
Upload a File (Web & Mobile)
How to upload documents to the client portal.
Complete an eSign Request
How to complete an electronic signature request.
Switching Between Accounts (Web)
How to switch between client accounts on a web browser.
Switching Between Accounts (Mobile)
How to switch between client accounts on the mobile app.
Financial Calculators
Free third-party calculators for budgeting, retirement, mortgages, loans, and more.
NerdWallet
A broad suite of free calculators covering budgeting, loans, mortgages, retirement, investments, taxes, and business financing.
AmCalculator
Standalone calculators for mortgage, margin, ROAS, and retirement planning.
FiscalCompass
Privacy-focused calculators for retirement, debt management, mortgage analysis, and investment decisions.
Life Less Taxing Blog Archive
Browse our archive of tax tips, planning advice, and current events from the David Raff & Company team.
Life Less Taxing Blog
Helpful advice, tips, and updates from our team. Updated regularly.
Privacy Statement
Our commitment to client privacy and the handling of personal financial information.
David Raff & Company Privacy Statement
Read our full privacy policy regarding the collection and use of client information.
