Tax Preparation & Tax Planning in Contra Costa County.
Implementing tax strategies derived from tax planning meetings achieves the best tax preparation. Our approach combines careful, accurate return preparation with year-round planning, so we're looking for savings before the year closes, not after it's too late.
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
- 01Organizer
Through TaxDome you get a personalized organizer with only the questions relevant to your situation.
- 02Preparation
A professionally supervised preparer builds your return and flags anything unusual for a second look.
- 03Review call
We walk you through the return, explain the numbers in plain English, and answer every question before you sign.
- 04Planning
Before we close the file, we sketch out what next year will look like and what to change now.
Frequently asked questions
Let's find the strategy your last accountant missed.
Request a free consultation. We'll review your situation, point out what we'd do differently, and give you a clear, transparent quote — no pressure.