If you wish to mail, fax, or e-mail your tax documents to our office rather than having an in-person appointment, all documents must be submitted/postmarked no later than March 15, 2017. There will be an additional charge of $25 if your initial transmission of information to us is dated or postmarked after March 15th, and $50 if the initial submission is after April 1st. If some of your information will not be available by March 15, please send us the information that you have available to you so that we can begin working on your return. We will NOT charge extra for additional information requested after March 15.
You can submit your documents to our office by:
Secure Mail: P.O. Box 400, Los Alamitos, CA 90720
Pel & Associates | 3010 Old Ranch Parkway, Suite 350 | Seal Beach, CA 90740
Phone: (714) 526-2668 | Fax: (866) 279-4916 E-mail: firstname.lastname@example.org
If you are interested in contacting our office regarding a tax appointment, you can reach us at 714-526-2668 or by e-mail at email@example.com. If you will be scheduling an appointment during the months of January - April, please be aware that appointments fill up quickly, so be sure to contact us as soon as possible to reserve your spot. We will do our best to accommodate your schedule.
- 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.pdf)
- All clients MUST answer the questions on the questionnaire and sign (Tax Questionaire 2016).