Our services save you time and money:
All year end documents, which typically encompass: W-2’s, 1099’s, 1098s etc. We may request receipts, past tax returns, dependent information, financial reports (for business owners), etc. Usually we will discuss this with you to understand your individual tax situation and taper the list to your specific needs.
We are Based in Livermore CA however we service many of our clients outside the area which also includes work outside the state.
Enrolled Agents (EAs) are a type of certified tax preparer, but they are more than just “anyone who files returns” — they are federally licensed tax specialists with the highest IRS-authorized tax credentials. We are an Enrolled Agent (EA), the only tax professionals tested by IRS on their knowledge of tax law and regulations and, because they are federally-licensed, the only tax professionals that may represent clients in any part of the country. They provide tax preparation, representation, tax planning and other financial services to millions of individual and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by the IRS to complete annual continuing professional education. Like attorneys and certified public accountants (CPAs), EAs are governed by Treasury Circular 230 in their practice before the IRS.
Yes! We serve clients both locally and nationwide. This allows you to get expert help without leaving your home or office.
We use proactive tax planning strategies to identify deductions, credits, and timing opportunities that can lower your tax liability. Our goal is to help you keep more of what you earn while staying fully compliant with tax laws.