Individual Returns are Due April 18

Individual Returns are Due April 18

Share Docs from Any Device

Video Conferencing

E- File, Direct Deposit, & Pay On-Line

E- File, Direct Deposit, & Pay On-Line

Tax Season begins January 24, 2022

E-Services are easy as 1, 2, 3

  1. Complete a Client Questionnaire;
  2. Submit Client Questionnaire & Tax Documents;
  3. Review*, Sign Returns, Pay, and E-files

*Appointments aren’t required, but are available for discussion/reviews


Step (1)

To Fill-In form Don’t Open in browser. Download form and Open with Free Adobe Acrobat Reader

Step (2)

Submit Client Questionnaire & Documents using SmartVault, Mail, Fax, or Drop Off

CFS Does Not Open E-mailed Documents

SmartVault New Users

Returning Users

Address & Directions

Step (3)

Uploads Completed Tax Return to SmartVault;

You Review, Sign (DocuSign), Pay, and E-files

Tax Prep Appointments are available for Discussion/Review of Tax Information and or Returns

GoToMeeting Video Conferencing, Telephone, or In Person Meetings


offers Personal, Business, Corporate, Partnership, Non-Profit, Trust, Estate Tax Preparation, and:

  • E-Doc Sharing / Storage
  • E-Signatures
  • E-Filing
  • Estimated Tax Calculations
  • Tax Certification Letters
  • Expatriate Tax Preparation
  • Year-Round Availability
  • Assembled Copies of Returns


Fees are based on client organization of information, tax forms used, expertise required, and time to complete services. We accept cash, check, money order, MasterCard, Visa, Discover, PayPal, Cash App, Zelle, or Pay By Refund.

“Consultation” and “Quick Question” fees may be applicable towards subsequent related work requested within 60 days of initial consultation.

$175 / 1hr Consultation

$50 /15 min Consultation

Tax Preparers are registered with the California Tax Education Council