To deliver documents to me you can do one of the following:
1. For existing clients - Upload to your TY22/Client Source Documents folder in my secure SmartVault client portal (see www.wehnercpa.com/portal for information on my portal). Once the majority of your documents have been uploaded please let me know.
2. Drop-off with my receptionist, in my downstairs lobby (Ste. 110). See hours above.
3. Drop-off from/with my receptionist by having her pass your returns through the window slot (see image below) (see hours above). Drop-offs can occur after hours with the secure window slot (see below).
4. Fax documents to me at 530-231-0284. Be sure to fax both sides of pages if applicable.
5. For new clients - Upload to my secure DropBox portal account using the link on my website - www.wehnercpa.com/upload . Please try to upload to my SmartVault portal first.
5. Mail to me at:
Wehner Accounting & Tax, Inc.
2744 Del Rio Place, Ste. 200
Davis, CA 95618