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** The final filing deadline for 2017 Tax Returns

on extension is Monday October 15, 2018 **




IMPORTANT: Please come prepared to your appointment. The following documents 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 2017).
- 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 2017)

- All clients MUST answer the questions on the questionnaire and sign (Tax Questionnaire 2017 ).

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

- Kari Pel


Tax Season 2018 updates:
December 2017 Tax Newsletter



IRS Help with Identity Theft

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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

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