pickup windowslot.png

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

 

1.  For existing clients - Upload to your TY20/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 lobby (Ste. 110) wearing a mask,  (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

 

Document Delivery Options & Procedures