THE TAX & ACCOUNTING GROUP
​If you sent it, whether it be by text, email or preferably the portals guest exchange option don't worry we got it. Current processing times are 24 hours. After you send in your documents you can expect a call the following day to finalize everything and or schedule an appointment. We will make sure nothing is missed.
760-439-2433
Your Life Doesn't Stop for Taxes. Neither Should You.
​Go about your day. We'll handle the heavy lifting with our revolutionary new process that requires just a few moments of your time.
Getting Your Taxes Done is Easy!
-
Gather Your Tax Papers
Grab your W-2s, 1099s, or any other paperwork you’ve received. Click here"Upload Documents" or click on the upload documents option at the top of this page. If you don't have them in digital format meaning you have the physical documents don't worry. Pictures or quick Videos taken on your phone work perfectly fine. -
Send Them Our Way
If you already have an account great if not no problem just use the "Guest Exchange" option and we will make sure your documents get to the right place. , -
We Do the Hard Work
We’ll prepare your tax return and reach out when we have gotten as far as we can go. You can expect a call from us at the current time posted at the top of the page. -
Review & Personal Call
After your return is ready, we’ll give you a call to go over the results, answer any questions, and provide simple tax advice just for you. You can choose a face-to-face meeting via Zoom, Google Meet, or our trusted Ooma phone system when you schedule, and we can share our screen to review things interactively. -
Easy Electronic Signing
To save you time, we can obtain all necessary signatures electronically, making the process quick and convenient. -
Approve & File
Once you’re happy with everything, we’ll file your return electronically. -
Flexible Payment Options
Our low fees can be taken directly out of your tax refund or paid via credit card, Venmo, Cash App, or other methods—everything except Zelle. -
Get Your Refund
Refunds typically arrive within 1 to 3 weeks after filing electronically—easy and fast!
Ready to get started? We’re here to make tax time simple, stress-free, and personal!
Welcome! Important Office Update!
We're excited to continue serving you! Please note that we are currently working online as we move between office spaces.
For Our Valued Returning Clients: To streamline your tax preparation, please upload your documents immediately to our secure client portal using the Guest Exchange. As this is our first year using the portal, no account login is needed initially. We'll ensure your documents are connected to your account as we get started. If you have any questions, concerns please use the "CONTACT US" feature at the bottom of this page.
​
For New Clients: We're delighted you're considering us! You can also upload your documents via the Guest Exchange in our portal. If you have any questions or would like to discuss your needs, please feel free to contact us by calling 760-439-2433 or by using the "CONTACT US" feature at the bottom of this page.
​
​​
NEWS
FLASH!
​
We will keep this short and simple. Up to $25,000 dollars of your Tip Income may be tax free. Up to the same amount of your Overtime, Double time income may also be tax free. Last but not least if you did purchase a Brand New Vehicle from a dealership and have payments then up to $10,000 of just the Interest, Not the principle may be tax free.
​
Please be sure to include any pay stubs from the final checks received from each employer in 2025. This is where we will find the information on the Overtime. As for Tip Income please include a hand written note and include it with your tax papers. Then if you did purchase a Vehicle as described be sure an include your December monthly statement from the place you make your car payment. Most likely going to be a bank,.
Professional Tax Advisors
Our experienced tax professionals at The Tax & Accounting Group are dedicated to providing top-notch tax preparation services. With a keen eye for detail and a commitment to accuracy, we ensure that your taxes are prepared efficiently and effectively. Trust us to maximize your refunds and minimize your liabilities. We offer personalized solutions tailored to your unique financial situation. Let us handle your taxes with precision and expertise, so you can focus on what matters most. Contact us today for expert tax assistance.
Where's my Refund?
Click the image below and follow the prompts to find out what's going on with your refund.
Federal Refund
Check your IRS refund
California State Refund
Check your FTB refund
CONTACT US
​We appreciate you contacting us. This contact form is actively monitored throughout the day, and we strive to provide timely responses through this channel. For the quickest resolution to your inquiries, we encourage you to use this method of communication. Thank you for your understanding.
"No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."