PLEASE NOTE – a NEW procedure for 2023.
ALL CLIENTS MUST book an appointment – even if you are dropping off or mailing documents to us. Returns are prepared based on the appointment time you have, not on the date the documents arrived.
FYI, due to the CA disasters/storms, for 2022 tax returns, the IRS and CA have extended most tax filing and tax payment deadlines until 10/16/2023.
Onvio Client Center
Access documents, make payments, or e-sign documents.