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***Existing Clients: Please note that Lupe’s availability is extremely limited, if you would like to book an appointment with her, please call our office for assistance. Thank you for your continued support!****

To our current Claremont Tax & Accounting Clients: we are excited to welcome you back and assist you with your tax preparation for the 2023 tax year.

Our office has implemented some changes to better assist you in scheduling your appointment by sending a private scheduling link with your organizer email. Please follow the link to view our availability and schedule. Returning clients are encouraged to upload their tax documents via Smart Vault or by following the link to Secure Client Portal in the top right corner of our website.

New Clients: Welcome! We are glad you are here and look forward to welcoming you as a client. Due to limited availability during tax season and to reduce no-shows a $50 deposit will be required from new clients in order to secure your appointment. This deposit will be applied to your final tax preparation fee or will be refunded if you cancel within our cancellation policy of 24 hrs. prior to appointment time. If you would like to schedule an appointment, we ask that you please call our office directly at (909) 624-5585 and we will be happy to assist you.

Business Consultations and IRS Representation: Business Consultations or IRS representation service is not available during the tax season months (January-April). We will be available for appointments after May 1st. These appointments will require a deposit to be paid before they can be confirmed.

Claremont Tax & Accounting thanks you for trusting us with your tax and accounting needs. We look forward to serving you.