We are temporarily turning off our online scheduling feature.  We have been inundated with appointments for questions regarding new legislation proposed and/or passed at Federal and state levels in response to the COVID-19 crisis.   We do not have any information on how the new programs will be administered or the tax implications of them.  Our priority is getting refunds into the hands of those who need them ASAP. 

If you need to schedule a Tax PREPARATION or Investment Review appointment, please note the following important information:

Although most tax agencies have extended the tax filing deadline (automatically) to July 15th, 2020, our office will have limited availability to assist with tax preparation needs between April 15th and July 15th, 2020.  Our goal is to file your returns prior to April 15th – You will still have until July 15th to make any tax payments required if you file by April 15th.

Please contact our office directly at 760-618-1099 to schedule your tax preparation appointment.

Taxpayers must file an extension if you wish to file tax returns after July 15th.  If you are an existing client, send an email to info@SDTaxPros.com with your extension request.  If you are a new client, you will need to file a Form 4868 with the IRS prior to July 15th.

Investment and Financial Planning clients – Please contact Amy at 760-618-1099 and your scheduling will be prioritized.

We appreciate the trust you place in our firm and will work hard to make sure all your needs are accommodated.  Thank you for your support!!!