A simple question we get asked frequently and it’s really quite simple.

Once you have all your documents ready, please mail them physically or electronically (PDFs please). We can also pick them up from you if you’re a San Diego local (whatever is most convenient).

If you’re unsure what to send us, we can chat on the phone and/or send you a list of all documentation needed.

If you’re a new client, please provide us a copy of your last year tax return, so we don’t miss a thing!

As soon as we get the information needed, the processing time is typically a week. If your case is complex or more information is needed, we will contact you.

After your taxes are ready, you will receive a DocuSign and then they’re sent! After that, you’ll receive a copy of them from us for your personal records.

That’s it! Really quite simple and we’re here every step of the way.