Hello Clients and Friends!

The 2019 Tax Season deadline is JULY 15TH 2020 and if you owe taxes there are NO EXTENSIONS for this deadline.

If you’d like your taxes filed by the July 15th deadline, please have ALL of the necessary documents to me:

  • no later than June 26th if you have a business or rental property
  • no later than July 3rd for all others. 

Please carefully read your options for getting your documents to me and for setting appointments with me.  Then choose what works best for you.

 Options for Getting Your Documents To Me

  1. Online / Virtually (not via email or text) – via BOX or IntuitLink (see notes below)
  2. Mail copies to 1852 W 11th Street #586, Tracy CA 95376
  3. Non-appointment/Non-contact drop-off in Tracy (contact me for options)

Need to talk about your taxes?  1– 1 ½  Hour Virtual Consultation via Zoom or Phone

You may also make an appointment for the  1 -1.5 hour tax consulting sessions. 1 to 1.5-hour consults are great for clients who have complex tax & finance needs such as small businesses, major family changes, or who simply prefer the human touch. Depending on the circumstance, we may complete your tax return on the same day; however, this is not the case most of the time. 

These appointments are available most Friday evenings and Saturday mornings.


About Sending Documents via BOX and  IntuitLink

Notice due to cybersecurity threats email and text messages are not options for sending documents. Contact me for access to either of these two options.

That’s all for now. IF you’ve chosen to work with a different tax preparer this year or plan to do your own taxes, please shoot me a quick email letting me know so I can check you off my list this year.

 IF you’re doing your own taxes and need a DIY tax consultation I’m available by phone or Zoom. Appointments at the rate of $30 for 20 minutes. Just use the online scheduler and select one of the 1- 1/12 hour appointment times.

Feel free to contact me with any questions you may have.

Thank you for your continued business. Please know that it’s been my pleasure serving you over the years.

God’s blessing to you!

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