Question 1

Do you work with individuals or only businesses?

Accepted Answer

Both. Roughly half of our practice is individual and family returns, and half is small-business bookkeeping, payroll, entity, and advisory work. Most clients use us for both personal and business needs.

Question 2

How much does a tax return cost?

Accepted Answer

Transparent pricing is quoted before we begin. Costs depend on complexity — number of schedules, states, businesses, and rentals. Simple individual returns start in a predictable range and we'll always tell you the price up front.

Question 3

Do you offer virtual services?

Accepted Answer

Yes. Every client has secure access to TaxDome for document upload, e-signature, and messaging. We can serve you completely remotely or meet in person at our Concord office.

Question 4

Are you accepting new clients?

Accepted Answer

Yes. We're accepting new business and individual clients year-round. During peak tax season we prioritize existing clients, so book early if you'd like your return prepared before April 15.

Question 5

What is TaxDome?

Accepted Answer

TaxDome is our secure client portal for document upload, e-signature, invoicing, and messaging. It's how you interact with our team — securely and from any device.

Question 6

Do you handle IRS notices and audits?

Accepted Answer

Yes. Both are core services. We handle CP2000, CP14, CP504, FTB balance-due letters, and full audit representation including appeals.

Question 7

Can you help with California-specific rules?

Accepted Answer

Absolutely. We work in California every day — FTB, CDTFA, EDD, Secretary of State, franchise tax, and all the small California rules that trip up out-of-state firms.

Question 8

Do you provide bookkeeping and taxes together?

Accepted Answer

Yes, and we recommend it. When one team owns your bookkeeping and your tax return, we can plan proactively instead of reacting at year-end.

Question 9

Do you work with multiple states?

Accepted Answer

Yes. Multi-state returns for remote workers, part-year residents, and rental owners are routine.

Question 10

How do I get started?

Accepted Answer

Request a free consultation from any page on this site or call (925) 827-2222. We'll listen first, and give you a written proposal before any work begins.

Frequently asked questions.

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