what to expect ("our process")...

We would like the opportunity to meet you and discuss the ways in which we can assist you.  Consultations are scheduled in advance and can be conducted over the phone, via Zoom, in-person, or via e-mail (to your preference).  For tax return and bookkeeping consultations, we will need a copy of your most recently filed income tax returns to review prior to our meeting.  

When you are ready to move forward, we will e-mail you an engagement letter and tax questionnaire (if applicable), along with a 'DROPBOX' link to which you will be able to securely upload all of your tax documents or relevant information.  

We cannot begin work until we have received a signed engagement letter! An engagement letter is a written agreement that outlines the scope of the work to be performed.

If you wish to drop-off your documents and review them in person, please schedule an appointment to come by in advance.  We will be happy to go through your documents and discuss any relevant details or information that may be missing.

Alternatively, you can mail your documents to TEUBERT TAX & ACCOUNTING, 2915 VIA DEL ROBLES, FALLBROOK, CA 92028 .

After reviewing your documents and beginning the preparation of your tax return (or other projects), we will reach out with questions or requests for additional information via e-mail (if applicable).  

*** All projects are completed in the order received (FIRST-IN-FIRST-OUT), no exceptions!  We aim for a 14 day turn-around once all requested documents have been received.  Keep in mind, the 2-3 weeks heading into any tax deadline are more chaotic  and can significantly delay the 14 day turn-around goal.  Please get your documents in as soon as possible and respond to document requests in a timely manner. We sincerely appreciate your patience. *** 

Once your tax return has been completed, you will receive a 'DRAFT' copy of your tax returns to review prior to filing.  We will NEVER file a tax return until you give us the "go-ahead!".  If have any questions or would like to make any corrections, we are all ears!  You will have the opportunity to schedule a complimentary tax return review appointment to address any concerns, and corrections will be made at no additional charge.  

E-file authorization forms and a copy of your invoice will be sent along with the 'DRAFT' copy of your tax return.  

*** We will not file your tax return until we receive the signed authorization forms and your invoice has been paid in full. *** 

We love our clients and want to hear from you!  Keep us updated on significant life events and don't hesitate to reach out for tax questions that come up throughout the year.  

Don't forget to leave us a review on Google/Yelp,  and your referrals are the greatest compliment you can give us.  Tell your friends, neighbors, and colleagues about us... we would love to get to know all of them.