As a community it is important that we implement certain protocols to ensure the safety of everyone. Our office is closed to face to face contact, however as part of our business continuity plan, we are able to assist our clients virtually.  We will electronically communicate with you or by telephone to ensure a smooth remainder of the tax season.  You can submit your tax information via the client portal, email or fax:     Email:

     Fax: 619-377-6021

    Text/Phone: 619-401-9300

Please contact us if you need assistance or have questions.  We are here working and available by email, text or telephone for your questions or concerns, we will not see clients face to face until further notice or if arrangements have already been made for some of our senior clients. We remain open either working behind a locked door or remotely and ask that everyone has patience and respect for one another during this time. Our goal is to timely file your tax return in accordance with the tax agencies timeframes. Please understand we are working, however our response may be delayed during this time, but we are making every effort to work as effectively and efficiently for the benefit of all our clients.   

All finished tax returns will be in the client portal and will require electronic signatures for filing. We will monitor our clients and your tax preparation status and be sure everyone is kept up to date as these changes impact them.  We value your loyalty to our office as a long-term client and want to assure you we are making every effort to make this a smooth transition for all.

Thank you very much for your patience, understanding and flexibility during this stressful time.

USA Income Tax


~~Miscellenous Updates from our office~~

**Update as of 4/8/2020 – IRS has announced a payment release schedule for the stimulus checks.  Please visit the IRS’s website at  Also it has been mentioned by Intuit the maker of the tax software we use that if you have a direct deposit or direct debit from your bank account, the IRS will have your bank information.  This is for 2018 and 2019 tax returns.  If you filed a 2018 tax return you do not need to file a 2019 to receive your stimulus payment.  Social Security recipients that do not file a return will receive a check (either direct deposit or paper) and do not need to do anything.  Again, for more information, your fastest sources will be the link we have provided.  If you have specific questions, please contact us, however please allow 72 hours for a response due to limited staff and hours. Thank you – please continue to stay safe and we look forward to seeing you all soon. 

**Update as of 3/31/2020 – See below for new links with information on the Stimulus checks you are hearing about.  We ask that you be patient, with everything being worked out with the government we still do not have all the how and whys.  As soon as we do you will have access to such information.  If you have not yet filed a 2018 tax return, please note, our office will try to accommodate your filing need, however there are other returns which must be filed by the April 15th deadline that will take priority. Per IRS website, it states you have time to file, therefore we ask for your patience as the daily change in priorities caused by the government changes affect us.  Clients that have already submitted their tax documents to our office, we ask for approximately a 2-week turnaround, again, we must prepare and file returns by deadline priority then order of receipt of information.  If you have already agreed to wait until May to be contacted or have your return prepared, we appreciate your patience which allows us to server those that immediately need our services.  Our goal is to keep everyone safe during this time and we have stopped all in person meetings and contact.  All information must be uploaded to the client portal or be placed on a hold until May when we can reconnect. Thank you for your understanding during this difficult time.   UPDATED NEWS: Visit here to keep up to date on the IRS and Treasury Department’s steps in helping you through Covid-19 and to answer your questions regarding the stimulus checks.