3 Easy Steps to
Consulting
Thank you for using our service. Please follow the instructions below.
1. Pay a Retainer
Choose the payment method
A retainer is money paid upfront to secure the services, not an additional fee. We require a $250 retainer for most individual tax preparation.
Cash/Check/Zelle: No processing and administration fee.
Credit or debit card: Clients are charged a 3% payment processing and administration fee on all payments. The fee is calculated as a percentage on top of the payment you are making. For example, if you make a payment of $1,000, Gardena Financial will charge an additional $30.00 fee for processing the payment.
Check: Make check payable to Gardena Financial Tax
Cash or Check: Drop off your payment in an envelope with your full name in our office, 24/7.
No additional processing fees are charged on Zelle payments.
1. Log on to your bank
Another bank is listed on Zelle
2. Input the $250 retainer fee and my email
1. PayPal
Disclosure: For credit or debit card, clients are charged a 3% payment processing and administration fee on all payments. The fee is calculated as a percentage on top of the payment you are making. For example, if you make a payment of $1,000, Gardena Financial will charge an additional $30.00 fee for processing the payment.
2. Tell Us About Your Filing Situation
3. Upload Your Tax Documents to SmartVault
CAUTION: Help us reduce mistakes by uploading all your documents together ONE time only. Do not load them one at a time.
If you already paid your retainer, you will get an email invite to our secure, online file-sharing system, SmartVault.
Click on the SmartVault login below. Check your email for instructions on creating a password to log in.
Forgot password: Click “Can’t sign in?” to reset password
