Please check back regularly for updates to this page.

How will I receive my tax organizer?

The organizers are mailed in January. Please be sure we have your current address. You will also be able to find a copy of your organizer in SmartVault.

What is my deadline for giving you my documents?

  • It is important to get us your documents at least 5 days in advance of your appointment.

  • If you do not normally have an appointment, please give us your documents by February 24.

How can I deliver my documents to you?

  • Electronic submission: You can upload your files to our secure portal “Smart Vault.” We encourage you to use this method. Please email us at tax@petixbotte.com when you have finished uploading all of your documents. Don’t forget to upload your completed organizer.

  • Email: You can email documents that do not contain personally identifiable information to tax@petixbotte.com.

  • Mail or drop off: You can drop them off or mail them to us at Petix & Botte Tax and Business Services, 7777 Alvarado Rd., Ste. 520, La Mesa CA 91942.

*Please note, we do not need copies of receipts. Please fill in any deduction amounts in your tax organizer and keep your receipts in your files at home.

How do I scan documents with my iPhone?

You can scan a paper document and send it as a PDF. Start a new email on your iPhone, and tap in the body of the email where you want to insert the scanned document. Tap the icon above the keyboard that looks like a document with four corners around it. Position iPhone so that the document page appears on the screen—iPhone automatically captures the page. Tap Retake or Keep Scan, scan additional pages, then tap Save when you’re done. For further instructions, visit https://support.apple.com/guide/iphone/add-email-attachments-iph8580f163b/ios.

What documents do I need to provide so you can complete my return?

  • Your completed tax organizer

  • All W-2s. Commission/independent contractor 1099s

  • Interest & dividend statements (1099 INT & 1099 DIV)

  • Copy of your property tax bill for your personal residence

  • Partnership K-1 reports

  • Business profit & loss statements

  • Rental/farm income & expense reports

  • Escrow papers for purchases, sales or refinances of real property

  • Stock and mutual fund tax reporting documents (Consolidated 1099s)

  • Realized gain or loss summary for stock & mutual fund sales (1099-Bs)

  • Child care provider’s name, address, phone number and Tax ID Number

  • Statement of management fees paid on brokerage accounts

  • A void check for direct deposit of tax return

  • Do NOT send any receipts, instead itemize the totals on your organizer

What is SmartVault?

SmartVault is an online client portal used for securely sharing documents between us online. All interactions with SmartVault are encrypted, and no one can access documents without logging in. Once you create your account, you will be able to access your tax returns whenever you need them, and we will even be adding prior years! And you can upload your tax documents and completed organizer for us instead of emailing them.

We think you will find this method of file sharing to be convenient, secure and easy. Click here for more.

Best practices and tips for SmartVault

  • You will use your email address and password to sign in. Plan ahead to reset your password if you've forgotten it.

  • Name documents instead of using computer-generated titles if you are going to upload your tax documents for us.

  • Look for the TY22 Client Upload Folder - this is the best place to upload your documents.

  • Log in to SmartVault to access copies of your previous tax returns. No need to call our office!

I do not normally have a scheduled appointment with my tax preparer. Do I need to have one this year?

No, you do not need a scheduled appointment. As usual, you will still communicate with your preparer via phone or email to complete your return.

How do I get my documents back?

If you gave us hard copies of your documents, they will be mailed back to you once your return is complete.

What are your office hours?

Tax season office hours are Monday-Friday 8:30am – 5pm, Saturday 9:00am-12noon.

Who should I contact for assistance?

New clients: Please email tisha@petixbotte.com or call the office at 619-698-6500.

Error on tax return or received additional documents: Call the office at 619-698-6500. Whoever answers the phone can take a message and your preparer will reach out. Don’t sign your e-file forms! Otherwise your return may be filed.

General tax question or IRS notice: connor@petixbotte.com. We will need a full copy (all pages) including front and back of any notice prior to providing assistance.

Request a PDF copy of your tax return: maria@petixbotte.com

DocuSign assistance: maria@petixbotte.com

Smart Vault assistance: theresa@petixbotte.com

Make a payment for my tax preparation services: tisha@petixbotte.com

If you need help with your LPL account, please email theresa@petixbotte.com  or call our office (note that all trade and distribution instructions must be confirmed verbally.)

Refund Status: Please visit the following websites

IRS: https://www.irs.gov/refunds

California: https://www.ftb.ca.gov/refund/index.asp

Thank you for your business!