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Boutique Tax Firm
Income Tax, Foreign Reporting, Small Business Accounting, and IRS Problems.

Make Office Appointment

For Returning Clients on Extension

Client Reengagement

Meet In-Person at Office

19900 Beach Boulevard, Suite E
Huntington Beach, CA 92648

45 Minutes (Approximately)

$225 to Schedule

Contact the Client Liaison

Jack Dial at (949) 691-1806

On Extension

Select an available date and request an extension before the deadline.

INDIVIDUAL
INCOME TAX RETURNS

I WANTED TO MEET VIRTUALLY.

Did you want to schedule a virtual appointment instead?

NOT A RETURNING CLIENT?

New clients should GO HERE to read about initial consultations.

OUR POLICY: CANCELLATION AND REFUND

Thank you for choosing our services. Please read our cancellation and refund policy carefully to understand how we handle changes and cancellations for your initial consultation and tax appointments.

Full Refund for Timely Cancellations: If you cancel your appointment within 24 hours of booking, you will receive a full refund.

Partial Refund for Late Cancellations: If you cancel your appointment no later than 24 hours before the appointment start time, you are eligible for a 50% refund of the appointment cost. Cancellations made within 24 hours of the appointment start time will not be eligible for a refund.

Rescheduling Appointments: You have the option to reschedule your appointment once, at no additional cost, anytime before the start time of your appointment.

Rescheduled No Shows: If you reschedule an appointment but fail to attend the rescheduled time, you will not be eligible to make further appointments online. Please contact our office directly in such cases.

No Show Policy: If you do not show up for your scheduled appointment and you fail to notify us in advance, we will not issue a refund.

Provider Cancellation: If, for any reason, we must cancel your scheduled appointment or reservation, we will notify you as soon as possible and will work with you to reschedule or you will receive a full refund.

Refund Processing Timeframe: Your refund will be processed within 7 to 10 business days. To initiate the refund process, please contact us at billing@yorktownmain.com.

Managing Reservations: For cancellations or rescheduling, you can either use the link provided in your email confirmation or contact us directly at billing@yorktownmain.com.

Policy Updates Notification: We retain the right to modify or revise these policies at our discretion. Any alterations will be communicated through our official channels. 

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