We cannot accept tax information by email. Please use any of the following to exchange documents:
- Get set up on our secure client portal
Email info@primepathfinancial.com to get your secure invitation
- Fax to 951-652-5900
- Arrange to drop off at the following locations:
2920 E. Florida Ave Ste. 111, Hemet CA 92544 - 29950 Haun Rd, Ste 102 Menifee CA 92586 (drop box @ Diamond Valley Real Estate next to window)
- 33018 Tamina Road, Magnolia, TX 77354 (Locked drop box in Lobby)
- US mail
- You can also call to schedule a phone appointment so we can discuss everything with you at a time convenient to you.