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
- Complete a Client Questionnaire;
- Submit Client Questionnaire & Tax Documents;
- Review*, Sign Returns, Pay, and E-files
*Appointments aren’t required, but are available for discussion/reviews
E-Services
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
Services
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
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