Client Portal Information
IMPORTANT INFORMATION!! PLEASE READ:
IF YOU ARE NOT A CALIFORNIA RESIDENT, YOUR DUE DATE FOR FILING INCOME TAX IS APRIL 18TH. OUR CUT OFF DATE TO GUARANTEE COMPLETION BY THIS DUE DATE WAS 3/25/23. IF YOU HAVE SUBMITTED YOUR DOCUMENTS TO US AFTER 3/25/23 AND YOU ARE NOT A CALIFORNIA RESIDENT, PLEASE CONTACT US VIA PHONE CALL ASAP TO REQUEST AN EXTENSION AS YOUR TAX RETURN MAY NOT BE COMPLETED BY THE APRIL 18TH DEADLINE. IF YOU HAVE TROUBLE REACHING US BY PHONE, YOU CAN ALSO FILE A FEDERAL EXTENSION ONLINE AT WWW.IRS.GOV & YOU CAN FILE YOUR STATE EXTENSION VIA YOUR STATES WEBSITE. FOR MORE INFORMATION ON FILING EXTENSIONS, CLICK ON THE TAB THAT SAYS "FORMS & LINKS" (here on our website) AND SCROLL DOWN THE PAGE TO THE SECTION THAT SAYS "FEDERAL & STATE EXTENSION FORMS"
IF YOU ARE A CALIFORNIA RESIDENT, THE DUE DATE TO FILE AND PAY YOUR INCOME TAX (for most residents; continue reading) HAS BEEN EXTENDED TO OCTOBER 16, 2023 DUE TO THE STORMS AND FLOODS THAT HAVE OCCURED THIS YEAR. IF YOU ARE SUBMITTING YOUR DOCUMENTS TO US AFTER 3/25/23, PLEASE EXPECT A DELAYED TURN AROUND TIME AS WE WILL BE CLOSED FROM 4/15/23 THROUGH 4/25/23. AS SOON AS WE RETURN TO THE OFFICE ON 4/26/23, WE WILL RESUME WORKING ON THE RETURNS WE RECEIVED PRIOR TO 3/25/23.
IF YOU ARE A CALIFORNIA RESIDENT AND LIVE IN THE COUNTIES OF IMPERIAL, KERN, LASSEN, MODOC, PLUMAS, OR SIERRA, YOUR TAX DUE DATE IS STILL APRIL 18TH. IF YOU SUBMITTED YOUR DOCUMENTS TO US VIA CLIENT PORTAL OR DROP OFF IN OUR OFFICE AFTER 3/25/23, YOU WILL NEED TO FILE AN EXTENSION.
Client Portal Info:
For our clients who prefer to e-mail us their documents, we were determined to find an easier and more secure solution. We are happy to introduce the new Client Portal powered by Tax Dome! You can now create your own, secure, client portal through our company. In the portal, you are able to upload your tax documents, sign your tax returns, pay your tax preparation fee, ask questions using our Chat feature, and always have access to your tax returns and documents, anywhere at anytime!
To get started, click the link above and create an account. When you upload your documents, there will be a checkbox that says "Notify firm if you are done uploading." Only check that box if you have finished uploading all documents needed for us to complete your tax return. When you click that box, we receive notice that you are ready for us to begin working on your return. Within 1-2 business days, you will receive an e-mail notifying you that we received your documents and will begin working on your tax return. You will also receive e-mails throughout the process to let you know where you are at in our pipeline. Please fill out the Client Information Form (found under forms & links tab) and include it with the documents you upload to us. We can not begin working on your return without this form.
Once your return is complete, we will send you a chat message with your tax return results and your documents for signature will appear in your portal as well as your invoice.
Please note that we will no longer be accepting tax forms via e-mail, as the portal is a much more secure and advanced system. You may continue to use our e-mail to schedule your appointments or ask questions.
If you have any questions, feel free to contact us! We appreciate your continued business and appreciate any feedback you have for us.
