4 Easy Steps to

Tax Preparation 

Thank you for using our tax preparation service.  Please follow the instructions below to streamline your tax filing process.  

1.  Pay a Retainer: $250

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 you bank

Chase QuickPay

Wells Fargo Zelle

Citi Zelle

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 $250 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

4.  Make a Tax Appointment

When? We got a COMPLETED tax documents on March 1.  Please make your appointment  for March 6th or after.