CONTACTING US DURING OFF-SEASON 

Appt Requests * Copies Of Returns * Questions * Gov Correspondence * Updating Contact Info * & More

wagnertaxservice.com | 951.296.0634 | Fax 866.480.9062

How To Connect With US During The OFF-Season (April 15 - Dec 31st)

During the Off-Season many have Questions,  Extensions & Appointments Requests as well as a host of other needs and concerns during this time of year. Here is some important information for you during this time when our offices are in off-season mode with very little activity in our offices during the week. 

• During The Off Season which runs from April 15 - December 31st each year, we understand it's very important to be able to get in contact with us or others that you may have worked with during the Tax Season. During this time of year when you need help or have urgent matters, you need to contact your Tax Preparer Directly as our office is open by appointment only due to off-season low demand. If you need help and no one is at the office you should always email your tax preparer, but if you have a pressing matter that needs immediate attention we have created a set of online tools as well as a reception service that can bring a quicker resolution than email.
• If you are a New Client or referral contacting us for the first time Please use the following links to submit our New Client Information Form as well as an Appointment request.  Click Here to submit a New Client info form or Click Here to request an Appt. It is very important to use these tools to secure an appointment with a preparer. You can call us and our receptionist will help,  but they will need you to submit the new client information form(s) online anyway so you might as well start there. We keep appointment requests in the order they are received which is why we want you to submit your request online using the tool as it keeps a record of when you requested the appt.
• If you already have a Pre-scheduled Phone or Remote Appt, please upload Clear and non-blurry tax documents using our "SECURE" Upload link on our website at least 3 business days before your Appt (see link below). If we do not receive your documents within that timeframe (which allows us to print, sort, and organize your documents for the Preparer), we will most likely need to reschedule your appt so please plan ahead. If you prefer to drop off (24/7 door Slot), fax, or mail us your documents you can do that as well. To upload your docs securely, click here>> https://wagnertaxservice.com/upload-taxdocuments/ (again we cannot stress enough--be sure all documents are clear and legible.  Follow the directions on the screen and If you have any trouble please email your Preparer so they can assist.
• If you are a current client and have already made a request for an In-Person Appt, Do NOT upload your tax documents, instead please organize them, and bring them to your Appt. Our staff does not have the time to print and organize your documents for a sit-down appt--uploading is for emergencies only or for remote or over-the-phone Appts.
• If you would like to change your in-person Tax Appt to a Remote or Phone Appt you can do so by clicking the following link or going to our website. >>https://wagnertaxservice.com/appointment-requestchange/ PLEASE KEEP IN MIND if you change to a remote Appt you will need to upload docs immediately
• If you have an appt and would like to request a different timeframe, you can request a different appointment by using the following link click here>> https://wagnertaxservice.com/appointment-requestchange/
• If you are ready to submit your tax documents to have them prepared without an appt using our drop-and-go process, please use the following link>>https://wagnertaxservice.com/upload-taxdocuments/ Please Note, that all submitted tax documents are handled in the order received there is no guaranteed completion time or date. This process is for those who are not in a hurry. Please check in with your preparer by email for status.
• When E-mail is not a preferred communication. We understand that email can be frustrating for those who prefer not to communicate that way but for a Tax Office, it is a preferred communication because we can receive and respond to email anywhere at any time even when not physically in the office. It is also helpful to have a record to refer to. If email is not your thing you can always call us and we will help you get in touch with your preparer.
• Emailing The Front Desk During The Off-Season From April 15 to December 31st, our Tax Preparers handle all appointment requests and there is no appointment desk service during this time of year so please keep that in mind if you are trying to reach out to the front desk you will get a auto-reply email that lists the office preparers and department emails to send a message to
• Saturday & Evening Appt Availability. During the off-season Tax preparers have availability Mon - Friday 10am-5pm. In some instances your preparer may be able to accommodate a later appt at thier discretion so check with your preparer.
• Tax Organizers, 1099 Services for our business clients, Tax Return Copies, Income Source Documents, and much more can be requested and emailed to you using our website under our self-serve menu. They do not require staff member contact to request & receive your order and its handled through email.