Conveniently Located

Because we service clients in all 50 states, we meet with our clients via Zoom video conferencing for convenience. It's almost like being right here in our office. This method of tax appointments has become a favorite of our clients, because it doesn't interfere with their busy lives.

  • For secure document transfer, we use Dropbox, to avoid hacking of sensitive information in email messages. Dropbox delivers your sensitive documents directly into our tax document portal, and it's as simple as 1-2-3.
  • We provide electronic signatures using DocuSign, so you never need to leave your seat if you don't want to, and you don't have to worry about security.


As stated above, we're well educated on all-states tax laws and how they conform or don't conform to the IRS. Give us a call to discuss.

We can be reached Monday through Friday 10:00 AM - 6:00 PM (PST) at (925) 587-3700 or email Saturday is strictly by appointment.

We're conveniently located in Contra Costa County for those of you who like to come into the office. Use the "Book Appointment" buttonto schedulet; we're here to serve you.