CLIENT CENTER
Tax Season Appointments Information
January 30th - March 29th 2024
Please call or email the office to make an appointment for your 2023 income tax return. Appointments are available via Zoom, Skype, FaceTime or phone between the hours of 10:00 am - 4:30 pm ONLY.
We will no longer accept appointments outside of these time frames
to provide a timely return to all our clients.
April 15, 2024
Income Tax Return deadline
Please be advised that it will not be possible, under any circumstances, to grant tax appointments
from April 1st through May 7th, 2024.
GENERAL TERMS AND CONDITIONS FOR TAX ENGAGEMENT 2024
Clients: Please review the general terms and conditions
of our firm, then sign and send back to our office. We greatly appreciate this relationship. Please call if you have questions.
Tax Organizer for Tax Year 2023
Please fill out the below Tax Organizer and bring to our office on the date of your tax appointment or email it to our team.
Referrals
IRS Hotlines and Toll-Free Numbers
Practitioner Priority Service (866) 860-4259 M–F, 8:00 a.m.–8:00 p.m., local time
IRS Tax Help Line for Individuals (800) 829-1040 M–F, 7:00 a.m.–10:00 p.m., local time
Business and Specialty Tax Line (800) 829-4933 M–F, 7:00 a.m.–10:00 p.m., local time
e-Help Desk Hours Refund Hotline (800) 829-1954 Automated service is available 24/7
Forms and Publications (800) 829-3676 M–F, 7:00 a.m–10:00 p.m., local time
National Taxpayer Advocate Help Line (877) 777-4778 M–F, 7:00 a.m.–10:00 p.m., local time
Telephone Device for the Deaf (TDD): Forms, Tax Help, TAS (800) 829-4059 M–F, 7:00 a.m.–10:00 p.m., local time
Electronic Federal Tax Payment System (800) 555-4477 24/7
Tax Exempt and Government Entities (TEGE) Help Line (877) 829-5500 M–F, 7:00 a.m. – 7:00 p.m., CT
TeleTax Topics and Refund Status (800) 829-4477 24/7
Forms 706 and 709 Help Line (866) 699-4083 M–F, 7:00 a.m.–7:00 p.m., local time
Employer Identification Number (EIN) (800) 829-4933 M–F, 7:00 a.m.–10:00 p.m., local time
Excise Tax and Form 2290 Help Line (866) 699-4096 M–F, 8:00 a.m.–6:00 p.m., ET
Information Return Reporting (866) 455-7438 M–F, 8:30 a.m.–4:30 p.m., ET
Disaster or Combat Zone Special Hotline (866) 562-5227 M–F, 7:00 a.m.–10:00 p.m., local time
Important Links
INTERNAL REVENUE SERVICE
STATE OF CALIFORNIA
Social Security Administration
U.S. Small Business Administration
TAX FORMS AND CALCULATORS
FINANCIAL LINKS