Useful Sites

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

IRS Direct Pay

Use this secure service to pay your individual tax bill or estimated tax payment directly from your checking or savings account at no cost to you. You’ll receive instant confirmation that your payment has been submitted.

California Franchise Tax Board Web Pay

Use Web Pay to make your personal or group nonresident/composite income tax payments online. You can pay today or schedule your payment up to one year in advance.

Work Opportunity Tax Credit

The WOTC promotes the hiring of individuals who qualify as members of target groups, by providing a federal tax credit incentive of up to $9,600 for employers who hire them.

Social Security Administration

Check your future benefits and apply for those benefits.

JustServe

JustServe matches faith, nonprofit, community and governmental organizations that need volunteers with volunteers willing to help. JustServe.org links you to service opportunities in your community so you can make a difference wherever you are and however you want to serve.

QBO Converter

Simple drag and drop tool to convert QFX (Quicken) files to QBO (Quickbooks) files.

Market News

Financial Calculators

Kiplinger Tools

Stock Information

Market Information

Featured Content

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Learn More

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Learn More

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