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
Corporate Extensions Expire September 15, 2022
Personal Extensions Expire October 17, 2022
E-Services are easy as 1, 2, 3
- Submit a Client Questionnaire.
- Submit Tax Documents.
- Review, Sign, Pay, and E-files.
Appointments aren’t required, but are available for discussion/reviews
E-Services
Step (1)
Required
Step (2)
Submit Tax Documents through SmartVault, Mail, Fax, or Drop Off
CFS Does Not Open E-mailed Documents
Address & Directions
Mon – Sat, 9am – 5PM, No Appointment Needed for Drop-Off
Step (3)
CFS prepares returns or contacts you with questions
Completed returns are sent to you for Review, Signature, & Payment
After Signature & Payment, E-files
If you have Questions, you may Schedule a Tax Appointment
First Submit Documents or your Appointment May Be Canceled
GoToMeeting Video Conference
Telephone
In Person (Only If Necessary)
Services
offers Personal, Business, Corporate, Partnership, Non-Profit, Trust, and Estate Tax Preparation. We also offer:
- 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 Tools
Tax Preparers are registered with the California Tax Education Council