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Fall Newsletter 2016

Final tax return deadline for 2015 filing is October 17, 2016.

Update to Cloud Cabinet

There is a new security feature for your identity protection, to help eliminate any fraudulent activity, and to keep your privacy at a maximum. For those of you who have already enjoyed using Cloud Cabinet, this feature will soon be required upon logging-in in the near future. We wanted to make sure you were aware. You should only have to go through this process once per computer. Upon accessing Cloud Cabinet on another computer, the added security will be required again.
A new page appears when you log in, asking for a security code. Note: This is only needed one time. 
Option 1: add a valid phone number (only used for the code; it is not saved).
You can choose to receive a phone call or text message with a verification code.  
Option 2: use an authenticator app on your smartphone to obtain a code.
Please do not hesitate to contact us if you have any questions about this process.

This past year the team has seen some changes. In November 2014, Daun Slauson joined us and has now moved into the position of Office Manager. Our most recent addition came in October 2015 when Holly Sherman came on board in the role of Office Assistant. We are excited about the team that we have in place and trust that you will feel the same.

Please forward any questions to Daun or Holly, at You can also e-mail Kari directly at

- Kari Pel

IRS Help with Identity Theft

Click here for a list of tips and resources to recover from identity theft and safe guard against it.

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

Phone: (714) 526-2668 | Fax: (866) 279-4916 E-mail:

Tax Center

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Financial Calculators

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