Current Clients expect an appointment letter in the mail stating one of three appointment types between Jan 1st & Jan 21st:
This is our traditional tax service where we come to you. It originally set us apart from many other tax offices and Ray continues this service for his current clients on his route. This requires a lot of preparation to minimize travel time between appointments.
Our office in Wildomar is separated from our house and is setup for handling those who want to come to us (appointments only.) The office door is on the right side of the house. Please use this link to schedule your in-office appointment at your convenience www.bettstax.com/appointments or call us at (844) 829-2874.
Many lenders want your documents in a PDF format and your tax returns and documents are available 24/7. If you have not activated, call us and we will send you an Activation Link. Now all SmartVault clients can simply upload through an automated secure email (which will be sent one week before the send by date), and we’ll prepare the return. Once the return is almost completed, we will send you a link to schedule a time to review. All the source documents and the tax return can be found in SmartVault once the return is completed.
Ray is on the road a lot during tax season. We have installed a mail slot in our office door if you wish to just drop your paperwork off when we are not here. The office door is on the side of the house.
Originally designed for our Out-of-Towners, many clients mail their documents to us. We have a secure mailbox to protect your information. If you just have a few things, we suggest using SmartVault
Your Location/In-Office: Gather all of your documents before appointment time
Remote: Send documents via SmartVault, Drop-Off, or Mail before the send by date.
After your return is completed whether in person or remotely, Ray or Trevor, will go over the return and prepare it for signature. If your return was done remotely, then please look out for an email or a phone call approximately 1-2 weeks after we received the documents. Please call us at 844-829-2874 if we have not done so by two weeks.
Accepted copies will be located in SmartVault. If you requested a paper copy, then we will mail one. Please understand that paper copies will not go out immediately. We do them in batches about once a week or so.
These terms and conditions outline the rules and regulations for the use of BETTS TAX SERVICES, INC's Website, located at www.bettstax.com.
By accessing this website we assume you accept these terms and conditions. Do not continue to use Betts Tax Services, Inc if you do not agree to take all of the terms and conditions stated on this page.
The following terminology applies to these Terms and Conditions, Privacy Statement and Disclaimer Notice and all Agreements: "Client", "You" and "Your" refers to you, the person log on this website and compliant to the Company’s terms and conditions. "The Company", "Ourselves", "We", "Our" and "Us", refers to our Company. "Party", "Parties", or "Us", refers to both the Client and ourselves. All terms refer to the offer, acceptance and consideration of payment necessary to undertake the process of our assistance to the Client in the most appropriate manner for the express purpose of meeting the Client’s needs in respect of provision of the Company’s stated services, in accordance with and subject to, prevailing law of Netherlands. Any use of the above terminology or other words in the singular, plural, capitalization and/or he/she or they, are taken as interchangeable and therefore as referring to same.
Unless otherwise stated, BETTS TAX SERVICES, INC and/or its licensors own the intellectual property rights for all material on Betts Tax Services, Inc. All intellectual property rights are reserved. You may access this from Betts Tax Services, Inc for your own personal use subjected to restrictions set in these terms and conditions.
You must not:
Republish material from Betts Tax Services, Inc
Sell, rent or sub-license material from Betts Tax Services, Inc
Reproduce, duplicate or copy material from Betts Tax Services, Inc
Parts of this website offer an opportunity for users to post and exchange opinions and information in certain areas of the website. BETTS TAX SERVICES, INC does not filter, edit, publish or review Comments prior to their presence on the website. Comments do not reflect the views and opinions of BETTS TAX SERVICES, INC,its agents and/or affiliates. Comments reflect the views and opinions of the person who post their views and opinions. To the extent permitted by applicable laws, BETTS TAX SERVICES, INC shall not be liable for the Comments or for any liability, damages or expenses caused and/or suffered as a result of any use of and/or posting of and/or appearance of the Comments on this website.
BETTS TAX SERVICES, INC reserves the right to monitor all Comments and to remove any Comments which can be considered inappropriate, offensive or causes breach of these Terms and Conditions.
You warrant and represent that:
You are entitled to post the Comments on our website and have all necessary licenses and consents to do so;
The Comments do not invade any intellectual property right, including without limitation copyright, patent or trademark of any third party;
The Comments do not contain any defamatory, libelous, offensive, indecent or otherwise unlawful material which is an invasion of privacy
The Comments will not be used to solicit or promote business or custom or present commercial activities or unlawful activity.
You hereby grant BETTS TAX SERVICES, INC a non-exclusive license to use, reproduce, edit and authorize others to use, reproduce and edit any of your Comments in any and all forms, formats or media.
Hyperlinking to our Content
The following organizations may link to our Website without prior written approval:
Online directory distributors may link to our Website in the same manner as they hyperlink to the Websites of other listed businesses; and
System wide Accredited Businesses except soliciting non-profit organizations, charity shopping malls, and charity fundraising groups which may not hyperlink to our Web site.
These organizations may link to our home page, to publications or to other Website information so long as the link: (a) is not in any way deceptive; (b) does not falsely imply sponsorship, endorsement or approval of the linking party and its products and/or services; and (c) fits within the context of the linking party’s site.
We may consider and approve other link requests from the following types of organizations:
commonly-known consumer and/or business information sources;
dot.com community sites;
associations or other groups representing charities;
online directory distributors;
accounting, law and consulting firms; and
educational institutions and trade associations.
We will approve link requests from these organizations if we decide that: (a) the link would not make us look unfavorably to ourselves or to our accredited businesses; (b) the organization does not have any negative records with us; (c) the benefit to us from the visibility of the hyperlink compensates the absence of BETTS TAX SERVICES, INC; and (d) the link is in the context of general resource information.
These organizations may link to our home page so long as the link: (a) is not in any way deceptive; (b) does not falsely imply sponsorship, endorsement or approval of the linking party and its products or services; and (c) fits within the context of the linking party’s site.
If you are one of the organizations listed in paragraph 2 above and are interested in linking to our website, you must inform us by sending an e-mail to BETTS TAX SERVICES, INC. Please include your name, your organization name, contact information as well as the URL of your site, a list of any URLs from which you intend to link to our Website, and a list of the URLs on our site to which you would like to link. Wait 2-3 weeks for a response.
Approved organizations may hyperlink to our Website as follows:
By use of our corporate name; or
By use of the uniform resource locator being linked to; or
By use of any other description of our Website being linked to that makes sense within the context and format of content on the linking party’s site.
No use of BETTS TAX SERVICES, INC's logo or other artwork will be allowed for linking absent a trademark license agreement.
Without prior approval and written permission, you may not create frames around our Webpages that alter in any way the visual presentation or appearance of our Website.
We shall not be hold responsible for any content that appears on your Website. You agree to protect and defend us against all claims that is rising on your Website. No link(s) should appear on any Website that may be interpreted as libelous, obscene or criminal, or which infringes, otherwise violates, or advocates the infringement or other violation of, any third party rights.
Reservation of Rights
We reserve the right to request that you remove all links or any particular link to our Website. You approve to immediately remove all links to our Website upon request. We also reserve the right to amen these terms and conditions and it’s linking policy at any time. By continuously linking to our Website, you agree to be bound to and follow these linking terms and conditions.
Removal of links from our website
If you find any link on our Website that is offensive for any reason, you are free to contact and inform us any moment. We will consider requests to remove links but we are not obligated to or so or to respond to you directly.
We do not ensure that the information on this website is correct, we do not warrant its completeness or accuracy; nor do we promise to ensure that the website remains available or that the material on the website is kept up to date.
To the maximum extent permitted by applicable law, we exclude all representations, warranties and conditions relating to our website and the use of this website. Nothing in this disclaimer will:
limit or exclude our or your liability for death or personal injury;
limit or exclude our or your liability for fraud or fraudulent misrepresentation;
limit any of our or your liabilities in any way that is not permitted under applicable law; or
exclude any of our or your liabilities that may not be excluded under applicable law.
The limitations and prohibitions of liability set in this Section and elsewhere in this disclaimer: (a) are subject to the preceding paragraph; and (b) govern all liabilities arising under the disclaimer, including liabilities arising in contract, in tort and for breach of statutory duty.
As long as the website and the information and services on the website are provided free of charge, we will not be liable for any loss or damage of any nature.
The privacy of your client information has always been important to us, and we have
always been bound by professional standards of confidentiality. However, we are now
We collect nonpublic personal information about you that is provided by you or obtained
by us with your authorization. This information may come from various sources, including
information we receive from personal interviews, tax organizers, worksheets and other
documents necessary to provide professional services to you.
We do not disclose any nonpublic personal information about our clients or former clients
to anyone, except as permitted or required by law, or when necessary to process
transactions requested by a client.
We restrict access to nonpublic personal information about you to members of our firm
who need to know that information in order to provide you professional services. We
retain records relating to the professional services that we provide you in accordance with
accounting and government standards.
We employ physical, electronic, and procedural security safeguards to protect your
nonpublic personal information.
Your confidence and trust are important to us. If you have any questions or concerns
regarding the privacy of your nonpublic personal information, please contact us.