Schedule an Appointment
Our goal is to be Proactive and Responsive to our clients needs. Effective communication allows us to be more responsive to all our clients while addressing your specific needs in a more timely and effective manner. The following links are specifically designed to enable us to work more effectively together. Thank You for taking the initiative to making our professional relationship a success!
Complimentary 15 Minute Phone Appointment
For existing and prospective clients only
Brief 15 Minute Phone Appointment - (Complimentary)
Let's Avoid Telephone Tag -- Schedule a brief call at a time that is convenient for you.
Please provide details about your specific request so we can be better prepared to respond to you in one call!
Client Review - Tax Returns
Schedule Your Annual Tax Appointment
Annual Tax Appointment - Finalize Your Tax Return
(all documents, including the tax organizer, should be submitted
via the client portal at least 10 days prior to your Tax Appointment)
Schedule (or Reschedule)
Your Tax Appointment
Emergency Tax Relief
Bank Levy, Tax Lien, Wage Garnishment Order, Audit Notice
Schedule EMERGENCY Help
If you have tax problems with the IRS or the CA/FTB that require immediate relief,
use the above link to book a complimentary 30 Minute Emergency Tax Relief Call to Explore your Options.
Know someone with Tax Problems -- Refer them to Us