No Appointment Needed Program

How Does It Work?

  1. In lieu of an appointment, send us your tax documents utilizing any one of the choices below:
    1. SmartVault – Our secure online portal that you can access from our website homepage. We recommend using a scanning app to create clear, readable PDF's.  (Preferred method)
    2. Drop Off – Bring copies of your documents to our office.  Retain original documents for your records.
    3. Email – Send documents securely via email to
    4. Mail – Send copies of your tax information (preferably via certified mail), which must be post marked by February 15th, 2023 to qualify for the discount. Retain original documents for your records. 9340 Fuerte Drive Suite 207 La Mesa, CA 91941
  1. By participating in our No Appointment Needed Program, you will not have a face to face appointment with your advisor, and you will receive a 10% discount on your tax preparation fee if you submit all your documents by February 15th (postmarked by this date if mailed).  If you decide that you do want an appointment with your advisor after all, the 10% discount cannot be given.
  1. Upon receipt of your documents, they will be forwarded to your advisor. If your advisor has any questions or needs additional information, they will call or email you. When your taxes are ready for filing, you will be contacted for payment and electronic signatures.

Please contact us as soon as you have decided you would like to use the No Appointment Needed Program. For job related worksheets and checklists, visit our website at and click on the “Tax Prep Worksheets” tab.

Thank you for your continued trust in us for your tax planning and preparation needs.  We look forward to assisting you with your 2022 tax return!