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Enrolled Agents • Tax Professionals
 Call us at: 925-265-4421
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2190 Meridian Park Blvd Suite A
Concord, CA 94520
Phone: 925-265-4421 
Fax: 1-888-955-1199
Please click here if you are an EXISTING client.
Please click here if you are a NEW client.
The amount of advance will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.
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All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication.

To protect against data loss, regular incremental and full backups of all data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
Required Documentation for Tax Year 2017

ALL Taxpayers
​To help protect your identity and fight tax fraud, please bring a valid government-issued ID (e.g. driver's license, passport).

Taxpayers with dependents below 17 years old

The Due Diligence Law (IRC §6695) requires documentation as proof of your child's residency to qualify for Child Tax Credit and other refundable credits. Please provide any of the following:

1. School records or letter of statement
2. Healthcare provider statement
3. Medical records
4. Childcare provider records
Learn how to scan documents using your iPhone/iPad (iOS 11). Click HERE.