PHONE: (916) 486-4429​

* We don't currently offer an electronic signature option for Forms 8879 due to IRS requirements for knowledge-based authentication that can be difficult to navigate and some clients find invasive. We can accept your signed documents electronically, but they must be printed and signed, then scanned and uploaded, emailed, or faxed back.

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Option 1: ​

Drop off 

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No need to schedule an appointment, but if you'd like a few minutes to review what you are dropping off with me, schedule a 15-minute drop-in.

Bring all of your tax documents (use your personalized tax organizer or new client organizer to make sure you bring everything!)

Schedule a follow-up appointment a minimum of 7 days from drop-off. We'll use this time to go over the return and ask any follow-up questions.

We'll finalize the return and upload your client copy to SmartVault, along with our "open & sign" file that you'll need to download, print, sign, and return.

Payment is due upon completion of the return. We will e-file your return upon receipt of payment for services and your signed Form 8879s.*

Option 3:

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In Person

Schedule a 55-minute appointment

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Bring all of your tax documents (use your personalized tax organizer or new client organizer to make sure you bring everything!)

The goal is to complete the return while you are here. Sometimes that isn't possible. If necessary, we will make make a follow-up plan to finalize your return.

We'll finalize the return and upload your client copy to SmartVault

​

Payment is due upon completion of the return. We will e-file your return upon receipt of payment for services and your signed Form 8879s.*

Taxes are hard! Getting them done shouldn't be.

Option 2:​

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Upload to SmartVault or mail

Provide all of your tax documents (use your personalized tax organizer or new client organizer to make sure you include everything!)

Schedule a follow-up appointment a minimum of 7 days from providing your tax docs. We'll use this time to go over the return and ask any follow-up questions.

We'll finalize the return and upload your client copy to SmartVault, along with our "open & sign" file that you'll need to download, print, sign, and return.

Payment is due upon completion of the return. We will e-file your return upon receipt of payment for services and your signed Form 8879s.*