Frequently Asked Questions

How does it work?

First, you contact us and make an appointment. Our support staff then assists you every step of the way! That means getting your tax information organized, uploading it to our secure document server before your appointment, notifying you of your returns’ submission, and notifying you when it’s accepted. There’s a whole team to help you navigate the process.

Then comes your appointment. Your preparer will already have your return drafted when you arrive. We will then focus on hunting for additional deductions, answering your questions, and strategizing for the coming year. When it’s all done you review and sign electronically, and we e-file the return.

Need help later in the year? Whether you’re getting married, exercising stock options, or selling rental property—we are open year round. Contact us anytime with your questions or concerns. You can depend on us!

How do I book an appointment?

Contact us via the contact form, call us at 415-216-5064, or email us at

Can I speak to a human?

Sure!  We love humans!  Call us at 415-216-5064.

Who are your clients?

We predominantly help individuals and small business. Many of our clients deal with employee stock options, self-employment, rental property ownership, and people who are living abroad.

Where are you located?

363 17th Street, Suite 1, Oakland, CA 94612

Conveniently located two blocks from the 19th St BART station.

There are a variety of garages nearby as well as metered parking.  

What are your hours?

Our hours are by appointment only. If you want to know if you can drop by please call the administrative staff at 415 216 5064

What can I do to get a discount?

During tax season, time is at a premium. The sooner we have your documents, the better we can work to make sure that nothing is rushed. We give a $50 discount to anyone who sends their documents to us more than 3 business days before their appointment!

What type of appointments do you offer?

Video chat, phone, and in-person. Due to coronavirus in-person appointment are suspended until further notice.

I don’t live in the Bay Area.  Can I still work with you?

No problem. We are happy to work with you remotely. We can work with you wherever you are, so long as we can validate your identity. Call us at 415-216-5064 and we’ll work out the details.

How do I get my documents to you?

However you want. Our preference is for you to use our document uploader. Alternatively, you can bring them in to our offices.

Please don’t send them via e-mail, as this is the weakest link in security around handling sensitive documents. We also ask that you not share them via services like Google Docs or Dropbox.   

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