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SAFETY, INTEGRITY, GROWTH

IT'S HOW WE ROLL

Terby and Associates would like to thank you for your business. The past few years have presented many challenges that enabled us to develop our practice to better serve you.

We provide options for our clients to get their questions answered and tax returns completed in a timely manner. We take great pride in meeting and exceeding our client needs!

Please check out our tax document check list. It is designed to help gather your tax information so that we can complete your tax return. Our office officially opens (for tax season) on January 23, 2023. As always, we are here to answer any questions and you can reach us anytime by email or phone.

It's as easy as 1 - 2 - 3

The following steps are designed for "contactless" tax preparation. It will still be our primary way of serving our clients this year. However as previously announced, we are offering in-office visits on a limited basis. If you would prefer that, please visit our appointments page for scheduling.

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 9-5 PM during tax season (January 23 - April 15)

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

Please email Janice or John for your tax questions.

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.

Book an appointment from our section dedicated to scheduling here or by emailing/calling us.

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

Facetime

We can discuss the details of your documents over the phone so that we can deliver the best possible results. This is the most popular choice among our clients. Once we have had time to go through your tax documents we can give you a phone call.

If you prefer, we can "meet face-to-face" using the Zoom app to discuss the details of your documents. Currently only available on Tuesdays from 9am-3pm. Please check our appointments page to see our open slots and to schedule an appointment.

If you prefer, we can meet "face-to-face" using the Facetime app, on Apple devices to discuss the details of your documents. Currently only available on Tuesdays from 9am-3pm. Please check our appointments page to see our open slots and to schedule an appointment.

Further questions?

Check out our

FAQ

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