Client Page

Sharefile

Sharefile is a secure portal for you to upload your documents to us. In turn, we will be able to securely send over copies of your tax return for you to retrieve when needed.
If you would like a Sharefile set up, please contact us to do so.

Zoom Video Meetings

We hope to welcome you back into our office next year, until then we would like to offer Zoom video calls for those who would like to go over their completed return in a more face to face capacity. We understand that these past months have been difficult and hope this is helpful for some.

Internal Revenue Service

Below is a link to the IRS website. Here you can check the status of your refund, pay your tax due, find needed forms and other useful information.

California Franchise Tax Board

Below is a link to the California Franchise Tax Board website. Here you can check your refund status, pay your tax due and other useful items.

 

Phone - (760) 781-1700

Fax - (866) 512-1792

227 S. Maple Street
Escondido, CA 92025

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