In order for us to
complete your taxes we need to get
information from you. You can either set up
an appointment to meet, at which time the
information will be obtained from you or if
you prefer you may utilize a tax organizer
which I will provide to you.
You may either
utilize a paper organizer or a encrypted
electronic organizer. The organizer enables
us to gather the necessary
information needed to complete your tax
return and to discuss tax planning
opportunities with you when we meet. As soon
as your organizer is received back, your tax
return will be drafted and you will be
contacted for a meeting.
Please
complete the form below and you will receive
your organizer shortly.
If
you prefer we can set up a meeting and we
can then discuss the completion of your
organizer. The initial consultation is free
of charge.
If you require specific information please
indicate so under the message section or
tick the box which applies to you.
Telephone 858.752.1726
Rancho Bernardo, Escondido,
Coronado, Mission Valley, Point Loma, Carlsbad, La
Jolla, San Diego