Tax Preparation & Tax Planning in Contra Costa County.

Who this is for

• Individuals and families with W-2, 1099, rental, or investment income
• Small-business owners filing Schedule C, 1120-S, 1120, or 1065 returns
• High-income households navigating AMT, NIIT, and California-specific rules
• Multi-generation families coordinating parents' and children's returns

What's included

• Federal and California individual returns (Form 1040 / 540)
• S-corp (1120-S), C-corp (1120), partnership (1065), and LLC returns
• Multi-state returns for remote workers and rental owners
• Rental property, K-1, and investment reporting
• Year-round tax projections and estimated-payment planning
• Multi-generation planning: gifting, education, and retirement coordination
• E-filing with IRS and California FTB, plus secure delivery through TaxDome

How it works

1. 01
   Organizer

   Through TaxDome you get a personalized organizer with only the questions relevant to your situation.

2. 02
   Preparation

   A professionally supervised preparer builds your return and flags anything unusual for a second look.

3. 03
   Review call

   We walk you through the return, explain the numbers in plain English, and answer every question before you sign.

4. 04
   Planning

   Before we close the file, we sketch out what next year will look like and what to change now.

Why clients choose us

• Firm mission: make sure each client pays the tax they owe — and not a penny more
• Transparent pricing quoted before we start; no surprise bills
• Secure document exchange and e-signature through TaxDome
• Same team file year after year — no starting over with a new preparer

Frequently asked questions