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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.
To reset your password, please click "Need a Password or Forgot a Password?"
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 2018

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.

NEW client appointments require a $100 deposit
at the time of scheduling which will become 
non-refundable if your appointment is cancelled without 48 hour notice. This deposit will be credited to the final bill.