THE 2020 TAX SEASON DEADLINE IS MAY 17, 2021


FOUR OPTIONS FOR GETTING YOUR DOCUMENTS TO ME



Virtual Meetings & Contactless Quick Drop-Off Appointments

YEP! You can a schedule a virtual meeting!

BOOK YOUR APPOINTMENT

Select one of the following appointments, then find a time that works for you

Service Engagement Meeting – A 15-minute meeting for quick questions and conversations

Tax Quick Drop-Off (current clients only) – A 10-minute, outdoor, *contactless* drop-off of your documents to me in Tracy, CA

Tax Video Call or Phone Appointment – Longer tax appointments for people with complex tax preparation & consultation needs