Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
Available Hours...

January - April (Tax Season)

Monday - Friday     10:00am - 5:00pm
(other times can be arranged)
Saturday         10:00am - 3pm

May - December (Off Season)
by appointment


*** meetings can be away from my office for your convenience; documents must be uploaded to SecureFilePro   prior to meeting .(Use Guest File Transfer, if not a Portal Client)

....Reach me at (925)759-8339 , email me at [email protected]   or submit requested information in Contact Form below.
NEW CLIENTS – If you are a potential client, don’t wait until the last minute to get your tax information in order. Call me today for a free initial consultation. I will be happy to evaluate your position and recommend steps that could result in significant tax savings – both for the current year and for many years to come.

*****Tax Changes for 2018****

To UpLoad Documents
To Secure Portal
Click link below


SecureFilePro


If you would like to prepare your own tax return online,
I recommend clicking the box to the right--->

Contact Form

Name
Client Email
Message / Details of Tax issue
Subject / Request Appointment Date & Time / Referral
Phone
Referred Email
Submit
REFERRALS

REFERRALS ARE ALWAYS WELCOME!


Referrals are the cornerstone of any service business.  This firm relies on satisfied clients as the primary source of new business, and your referrals are both welcome and most sincerely appreciated!

Absolute Confidentiality

Since your referrals are generally individuals you are well acquainted with, we don't want you concerned that your business
matters will be discussed with the new clients that you refer.
This office guarantees the confidentiality of client information.  Your personal, financial and tax data will not be shared with anyone else.

An Expression of Confidence

When you refer clients to us, you are expressing your faith and confidence in the services that we offer and will continue to provide to you.  You may have business associates who need professional tax assistance or family and friends who struggle to do their own taxes every year.  No matter who you refer, rest assured that their individual tax needs will be handled in the same professional manner as yours have been.