Coronavirus changes starting March 20, 2020.
The Tax deadline has been pushed back to July 15, 2020.
TLC Action Income tax is closed to normal foot traffic for appointments but is open daily to serve you via secure email, dropping off your tax forms from a distance. Please see all of the options below.
Monday-Saturday 7:30am – 4:00pm
Sunday 9:00am – 2:00pm
Terry will be out of the office until further notice for his safety. He will be available for phone consult and wrap up over the phone and will follow up most evenings 4p-9pm.
Liz will be out until further notice.
Here are the options we are offering to serve you and keep everyone safe while doing our best to comply with the CA Governors request to stay in shelter.
Option 1: Request a Secure File Pro link (which I send to you), this is and FBI approved portal to upload your documents into securely. (For new clients it requires your name, social security number and birthdate to open.)
Option 2: Email us your docs by scanning them into your computer or uploading pictures. Less secure than option 1 but many of you chose this route.
Option 3: Drop off your docs at our office, we also have a mail slot in our door if its after hours (Please include your name, phone number and email address on outside of the envelope.
Option 4: Mail your documents to us at TLC Action Income Tax Service, 602 W Chapman Ave Ste B, Placentia, CA 92870
Option 5: *Fax docs to 714 528-9846
We will do our best to get your information processed in a few days.
You can then follow up with your appointment to review and finalize over the phone or as many of you already do we can finalize via email and you can electronically sign, get your copies, and pay your tax preparation fees electronically from your computer or phone. We aim to make it as convenient as possible for you. If you prefer then you can finalize your return in person when normal business operations resume.
It is now required for all clients to fill out and sign the new two-page data sheet updating your information to meet IRS Due Diligence requirements. We will also need photocopies of current ID cards.
Terry, Scott, Liz, and Marie are here to serve all or your tax needs even in this time of crisis.! Remember we offer a $30 referral for any new clients you send us, money in your pocket as a thank you!
Thank you and be safe, we want to see you all for many years to come.
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Our Happy Customers
I moved back to California a few months back and was needing a new tax man. Scott Luke was very professional and helpful! He took his time and was flexible with rearranging my time. I don't usually wait till the last minute to get things done I felt at ease after leaving and new I could check this off the list. Their name fits this company. They definitely take ACTION