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Additional Information

Welcome to the Appointment Resource Center. Visit this area to find our appointment calender link to view available open appointment times you like to request and documents to help you prepare for your upcoming tax appointment. If you like to request a time shown available please book via calender options, email or send a text. 

APPOINTMENT PROCESS CHANGES: All tax appointment are being performed remotly via video confrence 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 accomadate 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 todays ever changing demands evolving around technical advancements. 

Tax Appointments (all items underlined are links that will take you to the referenced information)

Monique Direct: (559)871-5176

When requesting a appointment time slot you must upload you documentation via your personal secure file portal assigned log in at 

if you do not have a assigned log in you may send us your documents through a file exchange by clicking on this link 

or drop off documents for scanning at least a full 48 hours before your appointment time. 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. 

Monique Appointment Calender Link  - You can book appointment now live via this link 

In Office Assistance & Signing Service-Notary Services

Patricia Direct: (559)871-1028 (se habla espanol)

Item and information will be continually added to this area based upon your needs. If there is a preparation topic or a item you would like to see added, please send an email. Your feedback is important.

Individiual Tax Payer Resources:

2023 Individual Taxpayer Organizer

2023 Individual Taxpayer Organizer-Sole Proprietorship

2023 Individual Taxpayer Organizer-Rental Properties

2023 Individual Taxpayer Organizer-Sole Proprietorship & Rental Properties

For All Tax Payers:

 Fair Market Value Guide

Corporate, Fiduciaries, Partnership and LLC Resources

2023 C Corporation Organizer

2023 S Corporation Orgainizer 

2023 Partnership Organizer 

2023 LLC Organizer