Delayed Receipt of Initial Documents- If you have not sent in any documents and
the information is received after September 1 there may be additional fees added.
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!
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 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 ).