Delayed Receipt of Initial Documents- If you have not sent in any documents and if the initial information is received after March 15, 2020 a $25 fee will be added; after April 1, 2020 a $50 fee will be added to the total cost of the return.

Forms For Appointments

Care Plan 2019 (optional)
Engagement Letter 2019
Tax Questionnaire 2019
Tax Organizer 2019


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