Individual Extensions Expire October 15, 2021
Individual Extensions Expire October 15, 2021
Share Docs from Any Device
Virtual Meetings
E- File, Direct Deposit, & Pay On-Line
E- File, Direct Deposit, & Pay On-Line
Federal & State Tax filings for Individuals, Businesses, Corporations, Partnerships, Non-Profits, Trusts, and Estates
Using 
E-Services is easy as 1, 2, 3
(1) Complete a Client Questionnaire;
(2) Submit your Questionnaire & Tax Documents;
(3) E-sign your return*, pay your invoice, and e-files
Appointments aren’t required, but are available to review and discuss prepared returns
File Now using E-Services
Step (2)
Submit Questionnaire & Documents using SmartVault, Mail, or Drop Off.
We Do Not Open e-mailed Documents.
How SmartVault Works
New Users
Returning Users
Address & Directions
Step (3)
Uploads an Electronic Copy of your Tax Return*,
you Review, E-sign, Pay, and E-files.
Appointments Not Required, but are available to Discuss Work
$50 / 15 min Tax, Finance, Audit and or Business Consultation
Tax Tools
Services
Offers: Free Web Based Document Sharing & Storage; E-Signatures; E-Filing; Estimated Tax Calculations; Tax Certification Letters; Expatriate Tax Preparation; and Year Round Availability.
*Printed copies of tax returns can be shipped to you for a fee.
Location
currently offers remote services and virtual appointments. We closed our Los Angeles office because of MTA construction and the COVID-19 pandemic. We plan to open a Long Beach office when it is safe.
Fees
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.
“Quick Question” and “Consultation” fees are applicable towards subsequent related work requested within 60 days of the initial consultation.
Tax Preparers are registered with the California Tax Education Council