Welcome to Baxter Tax Consulting – Assisting you with your financial and tax needs for 62 years!
A message from Sandi Baxter Pierson:
I specialize in financial and tax planning and preparation for all professions, small businesses and individuals.
My company website provides clients and potential clients with information about my firm and unique, low-pressure approach to personal and professional services.
I have an outstanding client-retention rate and am extremely proud of the high-quality services and resources that I provide.
With the increased availability of tax software and pop-up tax prep offices, more and more people are attempting to take cost-saving shortcuts on their income tax preparation. The truth is, there is no substitute for the knowledge and insight of an experienced accountant. In fact, saving money on your tax prep often means losing money on your tax refund.
I am here to provide you with affordable, expert tax prep services… so, you can be confident that you’re maximizing your refund and enjoying an excellent value.
Sandi is reachable by phone, fax, and/or text. Please be patient as she returns calls in the order in which she receives them. Understand that Sandi works with clients nationwide. Therefore, she is working in all time zones. She will not respond by phone or text once her virtual office closes at 6:00 P.M.
NOTE: Baxter Tax Consulting offers the following contact services for you when you are ready to send them your tax information:
CONTACT VIA FAX:
Please fax your information to (626) 599-8073
CONTACT VIA SECURE WEBSITE PORTAL
CONTACT VIA SNAIL MAIL:
Mail your paperwork directly to my virtual office.
Please address to:
Baxter Tax Consulting, 1100 W. Town and Country Road, Suite 1250,
Orange, CA 92868
***When you are ready to learn more about what I can do to specifically assist YOU kindly call me.
CONTACT VIA TELEPHONE:
I am reachable at the following phone numbers: (626) 599-8999, (626) 599-8998, (562) 588-3873, and/or (562) 357-4253.
Should you reach my answering service, please leave as much relevant information as possible (include your name, phone number, and specific questions). I will be returning all calls in the same order in which they were received.
CONTACT VIA TEXT MESSAGE:
Please text to (626) 313-1997
***NOTE: please leave as much relevant information as possible (including your name, phone number, any images/photographs, and specific questions). I will be returning all texts in the same order in which they were received.
The following are your options for submitting tax information to Baxter Tax Consulting:
A) Use the secure online portal on this website.
It uses a simple drag and drop format. Once you hit “send”, your documents will be delivered as an email to my secure inbox.
B) You can snail mail your documents and information to me via U.S.P.S. (United States Postal Service) or through any courier service that can provide you with a tracking number.
Once your taxes are complete, I will call you with the results. You will then be required to immediately pay me for my tax preparation work on your behalf. You will also be required to use Docusign. Once I receive your payment, I will mail the tax return to you for your records.
C) You can FAX your info to (626) 599-8073. Please note that my fax machine is encrypted.
D) You can send your documents via text, however, they must be legible and properly aligned on the page.