Tax Preparation

Today's complex tax laws can make preparing your own income tax return a difficult task. IRS laws are continuously changing, which makes it easy to overlook deductions and credits to which you are entitled.

Our knowledgeable staff is available to prepare your tax returns. As certified tax preparers, we understand the tax code and will strive to make it work for you. We are dedicated to finding every qualified deduction and credit for you, so you can receive your maximum refund.
We can help resolve your tax issues during the filing season and throughout the entire year for those who have filed an extension or missed a deadline. We can prepare periodic tax estimates so you know where you stand.


  • Quick Filing
  • Maximize Deductions
  • Year-Round Service, including tax extensions.
  • One-Stop Tax and Financial Services
  • Professional, Courteous, and Reliable Staff


Individual Income Tax Preparation

  • We prepare federal and state income tax returns of all complexities.
  • We handle both the April and October deadlines.
  • We can work with the quarterly tax filings used by some businesses and self-employed individuals.

1099-MISC Preparation

  • The Form 1099-MISC is most commonly used for independent contractors who are self-employed. Our team can help determine the complexity and number of income categories needed for each form.

Mock Tax Estimates

  • We can prepare tax estimates using financial data such as pay stubs and brokerage statements.


  • Our professional staff is available to sit down and discuss your personal situation in complete confidentiality, making sure all of your concerns are addressed. Consultations are available through office meetings, phone, and even Skype.


  • Belmont, CA 94002
  • Burlingame, CA 94010
  • Hillsborough, CA 94010
  • San Mateo, CA 94401
  • Highlands-Baywood Park, CA 94402
  • San Mateo, CA 94403
  • Foster City, CA 94404

We can serve remote areas using a secure DropBox repository and other online services.

  • One-Stop Tax and Financial Services
  • Professional, Courteous, and Reliable Staff

No matter how complex your tax situation may be, we are dedicated to providing solutions. We are a professional tax service team ready to help you. Contact us for more information.