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 (1)

Complete a Client Questionnaire

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