Tax Preparation Information

We look forward to serving all of our valued clients in the preparation of your 2020 income tax returns. Our goal at Dublin Advisors LLC is to make tax preparation simple and safe for you.
We offer several ways for you to deliver your tax documents to us:
  • Drop documents off at our office (masks required for all visitors)
  • Upload to your personal Onvio tax portal (returning clients only, see below for information)*
  • Send through secure email (we can email a link to you for simple upload)
  • Send via US Mail or Fedex to our office
We request that you deliver your tax documents to us by the end of February, and no later than March 15, in order to assure that we can complete your returns by the April 15 tax filing deadline.  We will provide tax organizers upon request.
Upon completion of your tax returns, we will schedule review meetings based on your preference for an in-person meeting, a ZOOM / video meeting, or a phone conversation.  This year we are adding e-signature capabilities as well.
*Onvio registration links were sent to all returning clients.  Your individual, secure Onvio tax portal may be accessed through our website.  Returning clients who need for us to resend a registration link may call or email us when you are ready to register.
Please feel free to contact our office if you have any questions.  Thank you for the opportunity to serve you!


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