** The filing deadline for 2016 tax returns is Tuesday April 18, 2017 **

**For all appointments scheduled between April 1st - April 15th, there will be an additional charge of $25. Please call early to make your appointment**


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IMPORTANT: Please come prepared to your appointment. The following documents are included in the December mailing and are REQUIRED for your appointment:

- All clients are REQUIRED to read and sign the Engagement Letter PRIOR to the completion of the tax return (Engagement Letter_2016 Consent to Use).
- All clients MUST fill out the portion of the organizer that includes your name, occupation, phone numbers, address, and e-mail address, at a minimum. Completion of the entire organizer and checklist is appreciated and highly recommended. It is important that this organizer is signed and is in the files for future reference (Tax Organizer)

- All clients MUST answer the questions on the questionnaire and sign (Tax Questionaire 2016).

Please forward any questions to Daun or Holly, at admin@pelandassociates.com. You can also e-mail Kari directly at kari@pelandassociates.com.

- Kari Pel


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Pel & Associates | 3010 Old Ranch Parkway, Suite 350 | Seal Beach, CA 90740

Phone: (714) 526-2668 | Fax: (866) 279-4916 E-mail: kari@pelandassociates.com

Tax Center

Our convenient Tax Center provides an array of tax information all in one place. Click here for more information...

Financial Calculators

Our convenient Financial Calculators can help you plan for your future. Click here for more information...