IMPORTANT NOTICE

To All of Our Wonderful Clients:

We are happy to announce that, as of June 15th, we are able to welcome clients back into our office.  Please be aware that all visits will be by appointment only.  We will require all clients to wear a mask and to consent to a temperature check, with a no-touch thermometer, upon entry.  We thank you, in advance, for your understanding, as we do what is necessary to ensure everyone’s health and safety. 

We understand that comfort levels vary widely, right now, so please feel free to call and schedule a phone appointment in place of an in-person appointment.  We’d also like to remind you to utilize our SmartVault portal, which is one of the top document storing software programs, in the world of tax preparation.  It has allowed us to continue to serve our clients right through the COVID-19 crisis, and is always an option when you are unable to make it into our office.

For anyone who is unable to file by the July 15th deadline, we will be happy to prepare and/or file extensions for you.  Please note that, extensions will give you until the usual October 15th, extension deadline, to file your tax returns.  Just as a reminder, extensions do not extend your time to pay any tax liability due.  Any balances due must still be paid by the July 15th deadline, to avoid penalties and interest.

We hope that you and your families are well and staying safe, while our country continues to navigate these very difficult times.  Just as always, we are happy to serve you throughout the year, so please do not hesitate to contact.

Stay safe & see you soon.

Your dedicated BVTB Tax Team

Ready for Tax Time?

Let's design a tax plan
to help you organize and
file quickly and painlessly.

Trusted in Greater San Diego and Beyond since 1986

40+

Years of Experience

20K+

Tax Returns Filed

Donita Chacon Enrolled Agent EA Bonita Valley Tax and Bookkeeping

Donita

Jennifer LC Addieg EA - Bonita Valley Tax and Bookkeeping

Jennifer

Tax Prep & Filing - Tax Planning - Bookkeeping - PAyroll

we love our clients

"

I highly recommend you consider using Bonita Valley Tax & Bookkeeping for all your financial tax needs, you will not regret it! They have ALWAYS been there throughout the year to guide me before and during tax season, professional and knowledgeable, honest and treat you like family!

-Mario & Karen, clients since 1986

"

From dealing with credit card debt to leaving my job to go back to school, starting a new career, managing school loans and launching a business, I've been able to count on BVT to make sure I have everything in order for tax time every year. It's always a huge relief to have one less thing to think about, knowing they're on my side

-Phillip, client since 2001

"

Doni and Jennifer are amazing! They provide excellent service and are always available to help when the need arises. I’ve received larger returns and great advice on how to manage receipts and expenses. They are friendly, thorough, professional, and diligent with their services.

-Rudy, client since 1988

DON'T BE SURPRISED ON APRIL 15!

Tax Planning Services

In addition to tax prep and filing, we offer tax planning services so you know what to expect and can prepare for the outcome of your return in advance. This is especially important if you have any changes this year, including losing a dependent, selling property or having a child.

SECURITY & CONVENIENCE

With SmartVault, our online document portal, you can easily and securely send us any documents related to your income tax return. Need to find something later? You can log on and retrieve your documents, anytime, wherever you are. 

Phone

(619) 470-9293

Email

reception@bonitavalleytax.com

Address

180 Otay Lakes Road
Suite 106 Bonita, CA 91902

We're excited to hear from you

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