Tax Preparation
Tax returns are necessary for all taxpayers, but not all tax returns are prepared alike. As CA registered tax preparers, we prepare many different types of tax returns, with the client and IRS in mind. Let us help you with your tax return.
We provide many services, including the following:
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Individual Tax Preparation
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Business Tax Return Preparation
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Gift & Estate Tax Preparation
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Tax & Education Planning
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Business Start-Ups
Don't have time to come to us? Don't worry, we come to you! LEARN MORE...
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Tax Organizers
For your convenience, we have provided a FREE tax organizers. Print it out, complete the sections applicable to you, and bring it with you when you meet with us.
Basic Organizer - Suitable for clients that are not itemizing their deductions and do not have rental property or self-employment expenses.
Basic Organizer plus Itemized Deductions - Suitable for clients that are itemizing their deductions and do not have rental property or self-employment expenses.
Full Organizer - Suitable for clients that are itemizing their deductions, have rental property and/or self-employment expenses.
Business Organizer - Suitable for partnerships and incorporated business entities.
Prior Year Individual Organizer - Suitable for clients filing a late 2014 return.
Mobile Service
We understand that getting your taxes done can be time consuming and sometimes an out of the way inconvenience within your daily routine. We offer mobile services to meet with you in a public space convenient for you, such as a local coffee bar.
Please be prepared to have the following items ready:
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Valid state I.D. or driver's license
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Social security card
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Proof of address (utility bill, phone bill, etc.)
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All important tax forms (W-2, 1099, etc.)
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Other forms regarding any income and expenses
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Last year's tax return
If you wish to use our mobile service, please complete the form below and we will contact you to set up an appointment.