To deliver documents to us you can do one of the following:

 

1.  For existing clients - Upload to your TY24/Client Source Documents folder in our secure SmartVault client portal (see www.wehnercpa.com/portal for information on our portal).  Once the majority of your documents have been uploaded please let us know.

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2.  Drop-off with our receptionist, in our downstairs lobby (Ste. 110).  See hours above.

 

3.  Drop-off from/with our 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).

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4.  Fax documents to us at 530-231-0284.  Be sure to fax both sides of pages if applicable.

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5.  For new clients - Upload to our secure DropBox portal account using the link on our website -  www.wehnercpa.com/upload . Please try to upload to our SmartVault portal first.

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5.  Mail to us at:

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Wehner Accounting & Tax, Inc.

2744 Del Rio Place, Ste. 200

Davis, CA  95618

 

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