As we continue to work together after facing COVID -19, we have implemented protocols to limit in person contact and practice social distancing. Most contact will be by phone and email.

Under normal circumstances, when the income tax returns are being filed, clients complete and sign a form authorizing tax preparation. However, in deference to the CDC’s recommendation that we limit face-to-face contact, you will be contacted via phone or email  to gather information and submit authorization prior to completing a tax return. Nevertheless, many client interviews will be in office and taken by appointments.
 
Our office currently accepts credit and debit card payments, PayPal, Cash App, Apple Pay, checks, and cash. I will continue working with Santa Barbara Bank (TPG) for those who wish not to pay upfront. However, Santa Barbara will charge an additional bank processing fee.