Choose the service that best fits your needs.

Examples:

• Individual Tax Preparation
• Self-Employed / Schedule C Tax Return
• Business Tax Return (1120, 1120S, 1065)
• Bookkeeping Services
• IRS / FTB Notice Assistance
• Tax Consultation / Planning

Most services are completed virtually for convenience.

You may select in-office service if an in-person meeting is needed.

After selecting your service, you will complete a short client intake form.

This helps us understand your tax situation and collect important details before beginning your service.

Please be sure to upload any relevant documents, such as:

• W-2 forms
• 1099 forms
• Prior year tax return
• IRS or FTB notices (if applicable)

Most services do not require an appointment.

After reviewing your intake form and documents, we will begin preparing your return and contact you if additional information is needed.

If you would like to discuss your situation or need assistance, you may schedule a virtual or in-office consultation.