The most important reason you need a tax preparer is that the tax laws are constantly changing. We keep up with the laws to ensure you get credit or apply changes that may affect your situation. Also, we provide professional advice and help prevent future problems. We also keep your records for three years so you do not have to.

Yes, I am a licensed tax return preparer with the IRS and CTEC, California Tax Education Council, certified. I am also licensed to sell insurance. My department of Insurance number is OM14923. 

Yes, we schedule appoints with Zoom or video chat.

Valid Government Issued ID/  Social Security Card for Taxpayers and Dependents / Birth certificates for Minors / Tax Documents / Proof of Residence  / Proof of Medical Coverage in CA  

Name / Address / Social Security Numbers for all Owners of the Business / Business Address, Phone Number and Email.