Welcome Back, Valued Clients!
We're excited to serve you again this tax season! We've enhanced our processes and team structure to provide you with even better service and more opportunities for those "Ahhhhh" strategic moments that build wealth.
Our Enhanced Process for Exceptional Service
Maximizing Every Team Member's Expertise for Your Success
Intake Appointment
We begin with a comprehensive intake appointment to understand your complete tax situation and identify any changes from the previous year. This ensures we capture all relevant information for optimal preparation.
Professional Preparation
Our licensed tax preparers and CTEC-registered professionals handle the detailed preparation of your return with accuracy and attention to optimization opportunities.
Strategic Review Assignment
Returns with strategic opportunities: Your review appointment will be with Angela for those valuable "aha" moments and wealth-building strategies.
Returns needing results only: Our amazing client success team and licensed tax preparers are ready to provide efficient service and answer your questions.
Why This Enhanced Approach?
This strategic allocation allows Angela more availability for clients who want to level up their financial life and experience those transformational "aha" moments. We're utilizing every Uhart team member's skills to the fullest, ensuring you receive excellent service tailored to your specific needs.
Critical Changes for 2025 Tax Season
New Requirements You Need to Know
⚠️ Federal Refund Checks Are Ending
Effective September 30, 2025: The IRS will stop issuing paper refund checks. If you currently receive your federal tax refund by check, you MUST provide bank account information for direct deposit when filing your return. Please note: This change affects federal refunds only—California and other states have not announced similar changes.
📮 USPS Postmark Changes
Effective December 24, 2025: The U.S. Postal Service now postmarks mail at regional distribution centers instead of local post offices. This means mail may receive a postmark 1–3 days later than when it was actually mailed. We strongly recommend electronic filing for all tax deadlines. If mailing is required, request a manual postmark at the counter or use certified mail.
✅ Automatic Protection Plus™ for All Clients
New this year: All of our clients will automatically receive Protection Plus™, providing tax audit defense and identity theft restoration support when you file your tax return with us. This added layer of protection gives you extra peace of mind should you ever receive a tax notice or need assistance resolving an issue in the future.
Important Deadlines & Office Information
Mark Your Calendar for These Critical Dates
Tax Submission Deadline
Final Deadline: Friday, March 20, 2026
All documents must be submitted to our office no later than this date. Clients who have not provided initial documents by this deadline will need to:
- File an extension on their own, OR
- Initiate extension services with our office
Plan ahead to avoid last-minute stress!
Office Hours & Availability
Regular Office Hours:
Monday - Friday: 9:00 AM - 4:00 PM
Client Success Team:
Available during regular office hours for support and questions.
Angela's Strategic Appointments:
Available for telephone and Zoom appointments in the evenings and weekends.
Saturday Hours: Our office will be closed on Saturdays, except for occasional overflow days as needed during peak season.
Contact Information
Phone: 619-258-2033
Email: [email protected]
Fax: 619-258-2044
Office Address:
9745 Prospect Avenue Suite 204
Santee, CA 92071
Client Portal:
www.uharttax.com/login
What to Expect This Tax Season
Our enhanced process means you'll receive the same exceptional service you've come to expect, with even better strategic insights and more efficient operations.
Enhanced Team Expertise
Every team member focused on their area of strength for maximum client value and service quality.
Strategic Focus
More availability for those wealth-building "aha" moments that transform your financial future.
Automatic Protection
Protection Plus™ included for every client—comprehensive audit defense and identity protection.
We're here to make your 2025 tax season smooth, strategic, and successful!
Questions? We're Here to Help
Have questions about the new process or need assistance? Our team is ready to support you through a successful tax season.
Contact Our Team
Office Hours: Monday - Friday, 9:00 AM - 4:00 PM
Strategic Appointments: Evening and weekend calls available with Angela
Uhart Tax
Santee, CA 92071
(619) 258-2033
(619) 258-2044
© 2025 Uhart Tax & Financial. All rights reserved.
Professional guidance for complex situations.you and your business
