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


  1. Submit a Client Questionnaire.
  2. Submit Tax Documents.
  3. Review, Sign, Pay, and E-files.

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


E-Services

Step (1)

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