In these uncertain times,

We are certain.

We have a plan.

 

SAFETY, INTEGRITY, GROWTH

IT'S HOW WE ROLL

Follow Our Lead

As a response to the ongoing pandemic we have adapted our services and processes to fit the response. Everyone has their own response to this crisis. We've designed a system that will accommodate your particular response. You will find the system and its steps below. We're here to serve you.

Stay safe, stay well.

Let's Start the Process

Call or email us to schedule your virtual appointment and/or your method of drop-off. Simply follow the steps below to learn more.

We're ready when you are.

It's as easy as 1 - 2 - 3

Our client's safety is our primary concern. Due to ever-changing COVID-19 restrictions, we are providing our tax preparation services with SAFETY and INTEGRITY.

1

Call or email to get in touch with us and/or get information on how best to deliver your tax documents to us.

Telephone

Email

714-995-4929

In office Monday - Friday from 10-4 PM.

We also take voicemail and will get back to any messages within 1-3 business day(s).

Please e-mail Andrew for scheduling as well as general questions. For more detailed tax issues feel free to e-mail John or Janice.

2

Deliver your tax documents to us. Use any of these methods to send us your W-2's,1099s, contributions, property tax statements, etc.

Mail us your documents using the USPS, UPS or FedEx.

Click here to learn more about sending us mail.

 Email your documents to our secure system.

Click here to learn more about sending us emails and how to securely send your documents.

Upload your documents using our secured portal.

Click here to learn more about how to upload your documents directly to us using IntuitLink.

Deliver your documents to us using our secured mail slot.

Click here to learn more about dropping off.

Have our courier pick-up your documents ($10/10-mile radius).

Click here to learn more about using our courier service.

3

Once we've received your documents and you want to discuss, we will be happy to meet with you in one of the following ways: 

Telephone

Zoom/Skype

Facetime

We can discuss the details of your documents so that we can deliver the best possible results.

If you prefer, we can meet face-to-face using the Zoom or Skype apps to discuss the details of your documents.

If you prefer, we can meet face-to-face using the Facetime app, on Apple devices to discuss the details of your documents.

Further questions?

Check out our

FAQ

 
 

5252 Orange Ave #104

Cypress California 90630

714-995-4929

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© 2020 Terby and Associates