Updated Thursday, June 18th, 2020

We are happy to report that we will begin schedule short duration meetings again in our office starting on Tues., June 23rd.

Appointments will be limited to 15 minutes and only one family unit at a time with time in between appointments to provide for adequate social distancing in addition to taking other protective measures. This will not allow for the time for tax preparation while you wait, but it will allow for in-office visits to review your documents, review your tax return, sign papers and other activities of relatively short duration.

Please do not come to our office if you are sick or have symptoms associated with COVID-19.  Please pay close attention to the signs and instructions both in our building and in our office. You will be subject to a health check and we will require that you wear a face covering during your entire visit.

Give us a call and make an appointment. We will be happy to see you.


Updated Wednesday, April 15th, 2020

It is the normal tax day, but not this year.  All filings and payments are now due on July 15th, 2020.  There are a few state filing exceptions, but California conforms to the revised due date. It applies to filings and payments.  No penalties or interest will accrue due to filing or paying if by July 15th.  This does not forgive penalties or interest that would fave applied you had filed an paid by the regular due date such as failure to pay proper estimated tax.


Economic Impact Payments (aka Stimulus Payments)

The IRS had begun making these payments starting with those who used direct deposit of their refund from the last year filed (2018 or 2019). You can check the status of your “stimulus” payment and, if you did use direct deposit on your most recently filed tax return, provide IRS with your bank routing and account number to receive your payment be direct deposit at https://www.irs.gov/coronavirus/get-my-payment. You can find information about who qualifies for this payment and how much at Coronavirus Legislation Summary for Individual Taxpayers.


Updated Friday, April, 10th, 2020

Yesterday the IRS announced they expanded the deadline for additional returns, tax payments and other actions. As a result, the extensions generally now apply to all taxpayers that have a filing or payment deadline falling on or after April 1, 2020, and before July 15, 2020. Individuals, trusts, estates, corporations and other non-corporate tax filers qualify for the extra time. This means that anyone, including Americans who live and work abroad, can now wait until July 15 to file their 2019 federal income tax return and pay any tax due.


Extension of time to file beyond July 15:

Individual taxpayers who need additional time to file beyond the July 15 deadline can request an extension to Oct. 15, 2020, by filing Form 4868 through their tax professional, tax software or using the Free File link on IRS.gov. Businesses who need additional time must file Form 7004. An extension to file is not an extension to pay any taxes owed. Taxpayers requesting additional time to file should estimate their tax liability and pay any taxes owed by the July 15, 2020, deadline to avoid additional interest and penalties.


Estimated Tax Payments

Besides the April 15 estimated tax payment previously extended, today’s notice also extends relief to estimated tax payments due June 15, 2020. This means that any individual or corporation that has a quarterly estimated tax payment due on or after April 1, 2020, and before July 15, 2020, can wait until July 15 to make that payment, without penalty.


2016 unclaimed refunds – deadline extended to July 15

For 2016 tax returns, the normal April 15 deadline to claim a refund has also been extended to July 15, 2020. The law provides a three-year window of opportunity to claim a refund.  If taxpayers do not file a return within three years, the money becomes property of the U.S. Treasury. The law requires taxpayers to properly address, mail and ensure the tax return is postmarked by the July 15, 2020, date


IRS live telephone Unavailable 

IRS live telephone assistance is currently unavailable due to COVID-19.


Updated Monday, April, 6th, 2020

The Families First Coronavirus Response Act and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act affects most individuals and businesses. We have created a summary of the key provisions as they affect individuals and businesses.  Please review these two page summaries by downloading the document using the links below.

Coronavirus Legislation Summary for Individual Taxpayers

Coronavirus Legislation Summary for Business Taxpayers


Updated Monday, March, 23rd, 2020

We are prepared to maintain our services but acknowledge there will be temporary adjustments needed. We continue to work to balance serving you and taking care of ourselves. Effective immediately, we will not be able to have any office visits until further notice. We do not know how long this policy will remain in effect but are prepared to serve you remotely. We expect to have one person in our office to collect and process documents which come to our office physically or electronically, as well as to facilitate work between our staff and clients. You will be able to find updates regarding our status on our website at https://adaptax.com/coronavirus.

The IRS has extended both the time to pay and file until July 15, 2020. See their announcement here. The extension to pay includes any balance due on your tax return and the estimated tax payments normally due on 4/15. The change in filing and payment deadlines takes much of the immediate pressure off for now.

We are working to: complete your tax return or financial plan, represent you or manage your investments. With these measures in place, our work will take a bit longer to complete. I hope you understand.

If you have documents to deliver to us: (1) use our secure portal at https://adaptax.com/portal, (2) mail to 4725 1st St., Ste. 264, Pleasanton, CA 94566, (3) use our secure lock box located in the 2nd floor hallway in our office building between the First Street entrance and the elevator, or (4) FAX to 925-397-3061.

If you have an urgent need to get your tax return completed, please let us know. Otherwise, we work on projects in the order delivered to us. Under the current circumstances, we will try to prioritize tax returns with refunds.

Once we have our tax return completed, we will want to know if you wish to review your tax return with us via a meeting by phone or web conference. In the meantime, we will also want to know how to deliver your tax return. Our default choice will be to deliver documents via our secure portal.  We can also offer to mail them to you, and in some cases, use E-signatures using DocuSign or equivalent or wait for an in-office review.