For the latest update on our move, click to watch the video
We're Moving! But Staying Local
We’re Moving! Follow Our Journey to a New Home.
While the tax season slows down, our transition is picking up speed. Bookmark this page for the latest updates on our relocation and office status.
Where is my data?
Rest assured, your records remain secure on our encrypted server, and during any temporary period, your physical files will be housed in a secure, monitored storage environment with restricted access. As we transition to our new permanent office, the safety and confidentiality of your physical documents remain our highest priority. All files will be kept in a locked, restricted-access area designated for Authorized Personnel Only, and never stored in unsecured residential spaces like garages or common areas.
SAFE 
SECURE MONITORED ACCESSIBLE
Our goal is to move into our new office space as quickly as possible, though we are approaching this transition with deliberate patience. There are many moving parts involved in setting up a professional environment that serves you best—from configuring secure networks to physically moving. While we are eager to welcome you to our new location, we are taking the necessary time during the off-season to ensure the transition is seamless.
Remote Appointments (Phone/Zoom)
Instead of an in-person office appt, a phone/video appt is available. For this proces we need your tax documents uploaded or received by mail at least 5 business days before your appt. This way, we can organize your tax docs for the Appointment. The process of preparing, organizing & printing your tax documents adds a little labor assumed by our office so we need the time so be ready.
![Financial consultant presents bank investments to a young couple. Taken at iStockalypse Milan.
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New Or Returning Clients
It is very important to us that our NEW Clients or Clients who are returning after some time away, that we review the past couple of tax returns so that the preparer can be up to speed, and also bring forward anything that needs to be transferred to our Tax Software from prior years. In order to ensure a smooth transition for you and Your Tax Preparer, this process is crucial. We also need to make sure that the appointment or drop-off timeframe is adequate for the preparer. For those who would rather mail us these documents, feel free to do so, mailing to our new mailing address: 27890 Clinton Keith Rd, Murrieta, CA 92562.
Because your data is under threat more and more each day we have to use special secure platforms to protect it from would-be interceptors that are constantly looking to get a hold of our critical data. Our current partnership with Drop Box For Business keeps your data safe and protected either resting in place or while it's being sent to us.
It is also crucial that the documents you send us are not Blurry or too small especially if they are pictures or not in the preferred PDF format. If you need to send us spreadsheets such as Excel, Word, Numbers etc. you can put those into the folder as well but there are times when a preparer may not have access to certain software, Apps or other needed programs.
How Does A Phone/Video Tax Appt Work?
At the time of your scheduled appt your Tax Preparer will connect with you over the phone or by video conference. You should submit your tax documents to us no later than 5 business days prior to your appt using one of the many methods available (i.e. upload, mail)
Your Tax Preparer may use some of the time during your appointment to input your data before calling you, so do not be alarmed if you are not contacted at the beginning of your appt. Similar to an in-person Appt. The Preparer will go over tentative figures with you before ending the call, if possible. Typically, Your Preparer will use e-sign for signatures as well as e-payment links for our invoice & services, or you can pay over the phone. Once your Signatures & Payment is received, your taxes are filed electronically with the Government, and secure copies are sent to you by Email or Mail.
What Is The Process For Uploading/Mailing Our Info?
Uploading, Faxing or mailing us your tax documents are all acceptable ways to get us your tax information. Uploading Documents is a fancy way of saying use our website upload link to send us scanned or saved images of your important Tax Documents. Your pics or documents must be readable. The process is much like attaching them to an email, except uploading is more secure than emailing, and it keeps the documents organized on our side for easier retrieval later.
Faxing or Mailing are other acceptable forms of getting us your tax info; however, we do caution that sending your original tax documents through the mail runs a higher risk of being lost.
What paperwork should I have for the Preparer?
Below is a basic list of documents to bring with you to your tax interview.
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
Name
Date of Birth
Social Security Card /ITIN/ATIN
Last Year’s Tax Return (for new clients)
Valid Driver’s License
INCOME AND TAX INFORMATION:
W-2’s
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment Compensation (1099-G)
Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS:
Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions (cash and non-cash)
Employee Business Expenses (used for CA)
Gambling Losses
Moving Expenses (Military Only 2019-2020)
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses
Student Loan Interest
TAX CREDITS:
Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
Adoption Expenses
Tuition & Books (adult dependent children) 1098-T form provided by the College. Books & Fees for College-related mandatory fees. (No-Housing Allowed)
Can I claim charitable donations without a receipt?
Yes, you can as long as you keep good records in case you are ever audited by the IRS. Be sure to record the name of the organization, the date, and location, as well as a detailed description of what you donated. Keep notes on the amount you claimed as a deduction and how you figured the fair market value of the items you donated. Pictures of donated items can also be helpful later if need be.
Can I deduct expenses paid for repairing my home?
Typically, general home repairs for your personal primary residence cannot be deducted from your taxes. Home repairs are meant to keep your home in good condition but do not increase the value of your home. However, If you use part of your home as a principal place of business, some repairs can be deducted.
Can my spouse and I file our tax return together if we are legally separated and not divorced?
If your divorce is not final, you may choose to file married filing jointly. Just note, that you and your spouse are responsible for the tax bill and any future audits. If you did not live together in the same household during the last 6 months of the year and you have dependent children an alternate status of Head Of Household can be used for the custodial parent or the parent who qualifies to claim the dependents.
Have You Moved Or Need To Update Contact Info?
Use this Link Below to let us know you have moved or to update your mailing address and other important Contact Information.
