Webinar Recording: Understanding OBBBA
ERC May Require an Amended Return
If your business received Employee Retention Credit funds in 2023 or a prior year, you may need to amend a previously filed income tax return.
CalSavers Retirement Savings Program
Eligible California employers with 1–4 employees must register with CalSavers or certify an exemption by December 31, 2025.
Year-End Mortgage Update
As the end of the year quickly approaches, we have important mortgage industry tax, audit, and financial statement updates to share.
Beneficial Ownership Information Reports
Under the Corporate Transparency Act , most small businesses must file Beneficial Ownership Information (BOI) reports by January 25, 2025.
Tax Relief for California Victims of Severe Storms and Flooding
The IRS has postponed various tax filing and payment deadlines for taxpayers in San Diego county affected by flooding and severe storms.
SafeSend Returns for Tax Return Delivery
We are pleased to offer SafeSend Returns® to our clients as a secure, electronic tax return delivery system. We have compiled directions on how to use SafeSend, as well as helpful tips and FAQs for our clients.
Webinar Recording: Year End Accounting & Tax Review 2023
As 2023 comes to a close, CWDL hosted a discussion for mortgage lenders on the accounting and tax year in review and action to take before the year ends.
Information Returns Intake System (IRIS)
If you file 10 or more information returns, such as 1099s, you must file them electronically. To help with this process, the IRS has created a new, free online portal called the Information Returns Intake System (IRIS) Taxpayer Portal.









