APPOINTMENT SCHEDULING BEGINS DECEMBER 1ST AT 9 AM!
Call (949) 364-2121 or e-mail eleanor@code-4tax.com to schedule.
Appointments will be available Monday-Saturday.
Appointments can be in-person or remotely (via phone, Zoom or FaceTime).
In person appointments will be given preference for AM spots and all day Saturday.
Remote appointments will generally be scheduled weekday afternoons and evenings.
Mail-in processing is also still available.
PLEASE DO NOT TEXT YOUR APPOINTMENT REQUESTS
How does a remote appointment work?
For a remote appointment, you'd keep your scheduled day/time, but you would send me your documents at least one day ahead of the appointment (preferably 2-3 days prior) so that the data can be entered prior to the meeting. Then the meeting time is used for answering questions, etc.
After the meeting and the return is deemed finalized, we will either e-mail or mail you your returns, e-file forms and invoice to you, depending upon your technological-comfort level.
How does mail-in processing work?
If you send your documents via mail/e-mail/fax, I will process the return based on the paperwork you send, and if there are any questions, I will e-mail or call you to get the answers. The benefit to a mail-in is you may get faster processing than if you set an appointment a few weeks/months out.
How do you want the documents sent to you?
If by MAIL - PHOTOCOPIES, not originals!
If by scan/e-mail: PDF format, NOT PHOTOS! Please group the documents into one file before sending (instead of sending each document separately).
I recommend using an app like the Genius app, which will allow you to take a picture with your phone and the app will convert it to a PDF format.
My fax number is (877) 794-9998.
What documents do you need sent to you?
Please include all W-2's, 1099's, 1098's and other tax documents. And PLEASE COMPLETE THE WORKSHEETS!! (see tab on the left). All clients should do the GENERAL TAX INFORMATION WORKSHEET. And then use the other worksheets that are applicable to your return. If you were required to work from home, please complete the HOME OFFICE WORKSHEET.
Please do not send individual receipts -- tally all receipts into categories and enter them on the worksheet or summarize them on your own document.
Information on Tax Changes
for the 2022 Tax Year: will be updated by 12/1