Welcome to the Appointment Resource Page. Visit this area to find our appointment calendar link and/or instructions how to book via email/text, documents upload instruction and documents to help you prepare for your upcoming tax appointment.
All tax appointments are being performed remotely via online video meeting and/or screen share. You can use your smart devices or computer. The larger the screen you use the better viewing experience you will have. If you need assistance, we can walk through the process together to accomodate everyone specific technical needs. If you do not own any of these devices, please call us so we can arrange assistance for you with the office staff guidance. We are aware business must change with the times and we are doing all we can to keep up with today's ever-changing demands evolving around technical advancements.
Tax Appointments (all items underlined are links that will take you to the referenced information or site)
Monique Direct:
text/voice: (559)871-5176 email: msoria@mbsbusiness.com
Monique Appointment Calender Link - You can book appointment now live via this link
For all returning clients - please send your paperwork to me at least 24 hours before your appointment to your document's portal located at: https://mbsbusiness.
Two Factor Authentication, It is highly recommended you set up two factor authentication to protect your account once have successfully signed in. To set this option up go to the top right corner and click on your username shown, choose the drop-down option "Account". There is where you can set up Two-Factor Authentication with your preferred method.
For new clients - send your documents using the documents exchange located at https://www.encyro.com/mbs please upload your paperwork at least 24 hours before your appointment. See link if additional guidance is needed on how to upload with a mobile phone https://photos.app.goo.
Drop off documents for scanning requires an appointment at least a full 48 hours before your appointment time(scanning scheduling fees apply). If you need to drop off documents for scanning please contact Patricia Ybarra direct by phone or text at (559)871-1028 to arrange a time available to service your needs.
In Office Assistance & Signing Service-Notary Services
Patricia Direct: text/voice: (559)871-1028 email: pybarra@mbsbusiness.com (se habla espanol)
Item and information will be continually added to this area based upon your needs. If there is a preparation topic or an item you would like to see added, please send an email. Your feedback is important.
Individiual Tax Payer Resources:
2024 Individual Taxpayer Organizer
2024 Individual Taxpayer Organizer-Sole Proprietorship
2024 Individual Taxpayer Organizer-Rental Properties
2024 Individual Taxpayer Organizer-Sole Proprietorship & Rental Properties
For All Tax Payers:
Corporate, Fiduciaries, Partnership and LLC Resources