Personalized Tax Service

Fyi - I (finally) got rid of my fax line. Please do not fax me anything. Submit all info on the secure portal. Thank you #2023

Dear clients - I am sending an email invitation to submit your income tax paperwork through the secure portal if you would like. If you would like an E organizer, please call the office and let me know. 
You can also drop off your paperwork if you prefer.  please let me know if you have any questions. My office number is 831-443-1011. Thank you so much. 

Please call my office if you would like to make an income tax appointment. 831-443-1011 thank you so much

We can begin efiling on Monday, January 24th. Please call the office if you would like an appointment. 831-443-1011. Thank you so much

An tool now enables families to quickly and easily unenroll from receiving monthly payments of the , if they so choose. https://go.usa.gov/x6y6s

I am taking new clients if you or someone you know need an experienced tax preparer. Please call the office at 831-443-1011 or email me at [email protected]. Thank you

Here’s Who Will Get Advance Payments of the Child Tax Credit There have been changes to the Child Tax Credit that will benefit many families as they receive advance payments starting in summer 2021. For more details, v...