Delayed Receipt of Initial Documents- If you have not sent in any documents and the information is received after March 15 there is a $25 fee added, and if the initial information is received after April 1 there is a $50 fee added to the total cost of the return.

Forms For Appointments

Tax Organizer 2018
Engagement Letter 2018
Tax Questionnaire 2018
Care Plan optional


You can submit your documents to our office by:

Upload to the Cloud Cabinet: Our secure web-based system that provides each client with their own username and password. Your tax documents can be uploaded and stored along with your tax return. Call the office to get started today!

Fax: 866-279-4916

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: admin@pelandassociates.com