CONTACTING US DURING TAX SEASON 

wagtax@frontier.com

wagnertaxservice.com | 951.296.0634 | Fax 866.480.9062

How To Connect With US During The Tax Season (Feb-April 15th)

The Official Tax Season is here and many of you have changes to share, Requests for Tax-Organizers and Appointments or 1099 service for our businesses, etc. as well as a host of other needs and concerns while preparing for your Appts. Here is some important information for you during this time when our offices are in full swing.

  • During The Tax Season which runs from Feb 1st - April 15 we understand that it can become very important to get in contact with our Front Desk, your Tax Preparer, or others that you may have worked with last year to get some overall assistance. During this time of year when our Tax Professionals are with appts all day and you need help or have urgent matters you will want to be able to get help as quickly as possible. If you get stuck after hours or when the office is closed or busy, or if you have a pressing matter that needs immediate attention we have created a set of online tools that most of the time will bring a quicker resolution than emailing your Preparer. During this time of year although email is important it can take longer waiting for your preparer to reply than to simply use the other tools at your disposal.
  • 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 the front desk as an option,  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 1 week 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 1 week before appt See Above.
  • If you have been given a pre-scheduled appt based closely on last year's and would like to request a different timeframe, you can request a different appointment by using the following link but be careful not to wait too long as appts fill up quickly.  The earlier in the season you realize you need a different appt the better 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, 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. Tax Preparers have help during the busy season from the Front Desk and the office's Tax Assistant(s). Once the official tax season begins our staff will start assisting all customers on behalf of the Preparers so please understand that if you are contacted by them instead of the Preparer.
  • Emailing The Front Desk During The Tax Season From Feb - April 15, the front desk and tax office assistants help to communicate on behalf of our Tax Preparers, So If you do send an email to your Preparer during the busy season, your preparer may be forwarding your emails to one of our trained tax assistants or Front Desk staff for assistance depending on the matter. This is to make sure your needs are being attended to, especially during busy times when the Preparer is overwhelmed with appointments.
  • Our Office Uses Pre-Scheduling from the previous year's tax appt as a courtesy to our clients. Due to our 28-year practice and our heavy client load, we pre-schedule our current clients with an appt for the next tax season based closely on the date or time of your previous year's appt. This ensures that all clients who had an appt last year have a secured appt time this season.  If you need a different appt please request one using our online appt request tool as noted above and we will do our best to accommodate your need. KEEP IN MIND that by the 3rd week of January each year, after we input the pre-scheduled appts into our calendars, you may find that we have no early tax season appointments available and we may be already booking appts into late March & April this usually loosens up after late February and some appts become available as people shift appts around. Please be patient with our Front Desk and do not take out your frustration on them--they are here to help and it is not their fault. Wagner Tax retains the right to refuse service to any client who takes matters too far or abuses our staff, especially for things beyond our control. We have Great Clients and this does not happen very often but it's just a Reminder.
  • Saturday & Evening Appt Availability. We understand that many of you need a tax appt after work unfortunately we cannot always accommodate that with so many clients so please get your request in as soon as possible before appts fill up--Saturday and evening appts are the most requested followed by Morning appts. Although many people worry about filing an extension or fear IRS Action to those who use the tax extension process, it is not true--filing a tax extension to get past the normal April 15 deadline and file anytime after that date is common and encouraged by the IRS. We have many clients who never file taxes during the busy Jan - April 15 tax season and prefer each year to file as a more fiscal-year mentality by utilizing the tax extension rules and, If you normally owe money each year when you file your taxes a payment can be made with the tax extension to avoid any IRS fees.
  • 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.
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