The IRS announced that unclaimed income tax refunds worth more than $1.3 billion await an estimated 1.3 million taxpayers who did not file a 2017 Form 1040. Most of these taxpayers must file by May 17...
The IRS has announced steps to automatically refund money this spring and summer to taxpayers who filed their tax returns reporting unemployment compensation before the recent changes made by the Amer...
Speaking before the Senate Finance Committee at an April 13 hearing on the 2021 Filing Season and the 21st Century IRS, IRS Commissioner Charles “Chuck” Rettig said that the IRS fully anticipates ...
The IRS has updated its instructions for reporting unemployment exclusions for 2020. If an individual taxpayer’s modified adjusted gross income (AGI) is less than $150,000, the American Rescue Plan ...
The IRS has been mailing letters to some taxpayers who claimed the 2020 recovery rebate credit (RRC) and may be getting a different amount than they expected.The IRS reminders taxpayers that the first...
The IRS has issued FAQs on how students and higher education institutions should report pandemic-related emergency financial aid grants. Emergency financial aid grants made by a federal agency, stat...
The IRS has updated an Audit Techniques Guide (ATG) on its website that addresses conducting income tax examinations in the retail industry. An ATG focuses on developing highly trained examiners for p...
The Franchise Tax Board (FTB) will extend the California income tax filing and payment deadline for individuals to May 17, 2021. This is consistent with the federal extension announced by the Internal...
Dear friends and clients,
We hope you are staying safe and Covid free. Our current office hours are:
Modesto office M-Thurs 8:00 am – 6:00 pm
Friday 8:00 am - 5:00 pm
Oakdale office M-Fri 9:00 am - 3:00 pm
Oakdale office is closed for lunch from 12:00 - 1:00
We are following recommended procedures for the protection of staff and our clients.
Here’s what you can expect from our offices until further notice:
- Our partners and staff will be alternating work schedules between office and remote locations to facilitate client interaction, while still promoting social distancing.
- Signs will be posted both outside and in the lobby, indicating the following:
- Masks are required for all staff while interacting with clients and should be worn by all clients entering our offices.
- No more than 1 client will be allowed in the lobby at the same time, unless from the same household. We discourage bringing children to our offices at this time.
- Meetings with partners will be by appointment only and shall be held via Zoom, or by phone.
We recommend calling ahead if you plan to visit one of our offices. This will enable office staff to properly clean and disinfect after each client interaction.
For clients who dropped off in our Modesto office and are usually Oakdale office clients, please call ahead of time, so that we can ensure your documents are ready for pickup in the correct office.
Modesto 209-529-5515 Oakdale 209-845-1040
Sneeze guards have been installed in both of our offices, in order to facilitate proper social distance between staff and clients. Hand sanitizer will be available in the reception area.
Although, our offices are open to the public we still strongly encourage clients to provide any necessary documents or information to our office electronically, if possible. We have recently started using a more dynamic portal (ShareFile) to share information securely with clients and business contacts.
We look forward to hearing from you and hope this finds you well.
PBF CPAs and staff
Big enough to specialize - small enough to personalize