Collect your tax information and come visit our office. Meet face-to-face with a tax professional to get the personalized one-on-one attention you deserve.

How It Works

1. Assemble your documents. Use our tax prep checklist to get organized.

2. Your tax professional will work with you to understand your unique situation, doing everything possible to help reduce your tax liability, now
and in the future.

3. When your taxes are complete, we’ll e-file your return, often at no additional charge.

4. You’ll also receive information on our complete range of financial services. We will show you simple ways to start improving your financial future today.

5. Satisfaction Guaranteed - You don’t pay until you’re completely satisfied with your tax preparation experience.

Benefits

• Tax Expertise – Capitalize on over 28 years of experience. Let us help you understand how the new tax laws affect you.
• Year-round Assistance – Your tax professional is available year-round for tax and financial advice.
• Convenience – We make tax preparation easy. No tax “organizer” forms to fill out—unless you want one. No appointment necessary—unless you want one. Just come in when you are ready.
• Settlement Options – For your refund, loan, or balance due, choose what’s right for you.

Home | Advice | Taxes | Investments | IRA Strategist | Company | Contact 2635 Cleveland Avenue, Suite 5, Santa Rosa, CA 95403 | Phone: 707-576-8700	site by: Shannon Cicely