Your Trusted
Tax Professional
(925) 988-9158

3093 Citrus Circle, Suite 190
Walnut Creek, CA 94598
Phone: (925) 988-9158
Fax: (925) 988-9160
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Tax Preparation & Planning | IRS Tax Resolution Services | Quickbooks Certified Pro Advisor

Bay Area Tax & Financial Services

We are a full service tax and business services firm. We specialize in tax planning, tax preparation, tax representation and accounting services for individuals and small businesses that need a competent, trustworthy and affordable tax professional. We understand taxes are confusing and we are here to help.

We believe in the value of relationships. We view every client relationship as a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including: Income Tax Preparation for all types of businesses, and individuals, IRS and State Audit Representation, Quickbooks Setup, Support and Training.

Our Business Services

We can help you with every aspect of your tax preparation and planning, including individual partnership and corporate returns. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service. We also offer a complete range of accounting services... (more)

Client Resources

Wondering where your refund is? Or need to make a payment to the IRS? Visit our Client resources page for quick and easy access to many IRS and FTB resources. (more)

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