2022 Schedule

The 2022 tax season is listed below. Due to restrictions of COVID-19 and for the safety of all, appointment for 2022 will be held exclusively over the phone or by virtual appointment.

Below is listed information that needs to be provided for your appointment. This information needs to be provided before the appointment via email, fax, or mail.

1. State & Federal copies of W-2’s, 1099’s, K-1’s from Partnerships/S-Corp/Trusts, including any foreign income, foreign bank and brokerage accounts.

2. Closing escrow statements on sale, purchase, or refinance of real estate.

3. Stockbroker’s statements or confirmations on the sale of any stock or other security, including information of the purchase price and date.

4. Child Care provider’s Social Security number or Tax ID number, address, and phone number.

5. Federal Form 1095A – Affordable Care Act subsidies.

Please select a convenient date and call the office for an appointment at 310/542-3401 or email Pebray@gmail.com.

DISCOUNT:

• 15% discount for appointments on January 13th and 14th, provided any additional information needed to complete the return is postmarked no later than February 20th - (no exceptions).

• 10% discount for remainder of appointments in January, provided any additional information needed to complete the return is postmarked no later than February 20th - (no exceptions).

January

• 13, 14

• 20, 22, 25, 28

February

• 1, 2 , 3, 7, 8, 9

• 10, 16, 17, 19

• 21, 22, 23, 24, 26, 28

March

• 1, 2, 4, 5, 7, 8, 9

• 12, 14, 16, 17, 18, 19

• 21, 22, 23, 24, 26, 28, 29, 30

April

• 2, 5, 6, 8