For obvious reasons we are no longer meeting with our clients in the office and we have had to close the office to non-staff. However, we are still preparing tax returns for those clients who send us all of their tax information. The sooner you get your return filed, the sooner you will receive your refund which, we know, all too many need in their hands at this difficult time. All of our preparers are working remotely for the 2020 tax year. You can reach out to the office or contact your preparer directly for your specific preparer's protocol for getting them your materials.
Most preparers prefer you drop off your materials to the office. It’s best to drop off copies rather than original documents. Our office hours are Monday through Friday 10a.m. to 6p.m. and Saturday 12p.m. to 6p.m. If you need to, you can scan and email your forms to us by email. Below you can find the email addresses of our preparers if they want you to send your tax information directly to them.
If you are a new client please call us at the office and we can get you set up. Or you can e-mail us at (firstname.lastname@example.org). You can find our tax packet on the tax packet download page. All new clients must fill that out, as well as have a copy of their last year’s tax return. Please include any questions you may have and we will get back to you as soon as we can.
You can deliver your documents by coming by the office and dropping them in our basket in the lobby, or place them through the mail slot in the FRONT door (on Magnolia) if you come by outside of office hours. If you do so please DO NOT leave us your original documents if possible. If you must fax, send them to 818 769-5274.
Joe Howard email@example.com
Lamont Dixon firstname.lastname@example.org
Jordana Capra email@example.com
Marta Sullivan firstname.lastname@example.org
Michael Campbell email@example.com
Ronnie Steadman firstname.lastname@example.org
Tricia Lee Pascoe email@example.com
Lindsay Thompson firstname.lastname@example.org
Melissa Graver email@example.com
Daphne Bloomer firstname.lastname@example.org
Ryan Shaughnessy email@example.com