Sonoma Rolling Hills and Vineyards
Utility

Client Resources

A centralized hub for secure access, payments, and essential tax tools.

Firm Access

Client Portal

SmartVault Gateway

Login to Portal

Pay Invoice

Stripe Secure Payment

Process Payment

Federal Resources

IRS Account

View balance and tax records

IRS Payments

Make a payment by bank or card

Refund Tracking

Check status of your federal refund

Tax Estimator

Adjust your withholding

California State Resources

FTB Payments

Pay California state taxes

FTB Refund Status

Track your state tax refund

ENTITY TAX RETURN ENGAGEMENT GUIDES

Entity Year-End Steps

Key milestones for year-end coordination and entity health.

Download PDF Guide

Entity Required Info

Checklist of documents needed for accurate tax preparation.

Download Checklist