INDIVIDUAL TAX PREP
Capitol City Accounting and Tax Service offers the following ways to have your taxes filed:
Virtual Appointment Service
The most efficient way for us to process your taxes is through our secure “Tax Document File Portal”. This allows you to upload your tax documents, and download your completed tax returns, from any location with internet access! All documents are stored on a secure remote server, which can be accessed and updated anytime that is convenient for you. Please review the follwing guidelines, and contact us if you have any questions.
To request a new Tax Document File Portal Account, please send a written request by mail, fax, or email to info@capcitytax.com. When we receive and process your request, you will receive an email confirmation with instructions to complete activation of your account. In your request please include:
- Your name
- Spouse name (if applicable)
- Last 4 digits of the primary SSN to use
- Primary email account to use
- Other current contact information
Once your account is active, you can upload your files. The portal supports all file types including PDF, MS Office, Picture formats, ETC.
Office Appointment Service
We currently offer office appointments at various office locations throughout the Sacramento metro area. Please review the following guidelines, then contact us for availability and scheduling in your area.
- There is no fee in addition to your regular tax return charge for office appointments
- Appointments must be scheduled at least 2 business days in advance, and are subject to availability
- To make your tax appointment as efficient as possible, please have your tax documents organized prior to your appointment start time
- Capitol City services reserves the right to refuse office appointment service, or any service, to anyone
Mobile Appointment Service
Capitol City is proud to be one of the few mobile tax service providers in the Sacramento area. This means you can schedule an appointment to have your tax return prepared conveniently at your home or other lcoation. Please review the following detailsand contact us if yo have any questions.
- Taxpayers eligible for filing tax form 1040-EZ are not eligible for mobile tax appointment services.
- Appointments must be scheduled at least 2 business days in advance, and are subject to availability in your area.
- Appointment duration will be 45 minutes or less, depending on your situation.
- A flat fee of $45 will be added to your regular tax return charge for mobile appointments.
- If you need to cancel or reschedule a booked appointment you must call to notify before the end of the business day prior to the appointment, or an additional fee of $25 will be charged.
- A “no-show” fee of $50 will be charged, in addition to the standard $45 appointment fee, if you do not call to notify of us that you cannot keep your appointment, and our tax preparer arrives as scheduled.
- To make your tax appointment as efficient as possible, please have your tax documents organized prior to your appointment start time.
- Capitol City reserves the right to refuse mobile, or any, service to anyone.