We have created a List of documents that you can download to help you gather documents that we need to get your income tax preparation done. Please see our Tax Forms Section for further assistance.
If you are a returning client, you can request a customized list of the documents you need. Please contact us and let us know you need the Tax Planner and we can email it to you.
You can request a copy of your Form 1099G by calling EDD’s Interactive Voice Response (IVR) system at 1-866-401-2849 and follow the instructions. The IVR system is available 24 hours a day, 7 days a week. A copy of your Form 1099G will be mailed to you within five business days. The Prompts are as follows: Select option 4 Select option 1 Select option 1 for 2018 Type your ssn Type dob mm/dd/yyyy
We are in the East Bay Area. Our address is
2336 Merced Street San Leandro, CA 94577
Yes, it is highly recommended to get an appointment. You can easily book an appointment on this website.
Yes, we do take walk ins, however our appointments are easy to make, and you can book online on this website.
Yes, We E-File your income tax after you sign our E-File Authorization.
Our prices are very competitive. We charge for our services based on the forms we used on your tax preparation.
We have regular office hours all year long from 09:00 am to 5:00 pm; During tax season we close at 8:00 PM
Yes, our office is staffed all year long. Closed on Federal/State Holidays.
No, our fees need to be paid before we submit your tax return to the IRS.
Yes, Both Spouses need to come in to our office. There are certain exclusions, send us an email and we can assist you in this matter.
Typically, is April 15 of each year, there may be a different date.
Individuals who are self employed are considered Business Owners for tax purposes. Corporations and Limited Liability Companies also file a Business Tax Return
We need you Income and Expense Report to report your business taxes. Please refer to our Business tax forms section to get more information.
Yes, we do need your receipts if you are signed up for our bookkeeping service. If you have someone else or you do your own bookkeeping, we just need an Income and expense Report
We typically can finish a tax return preparation on your appointment, provided you bring us the documentation we need
You can find more information on our Download forms page.
The Price will be based on the type of Return you file. (Sole Proprietor, Corporation, LLC or S-Corporation) Please contact us for a Quote.
We typically need a copy of your EIN (Employer Identification Number) and your EDD Account Number, A voided Check for your Business, Forms W4 for all your Employees.
Any business (Sole Proprietor, Corporations or LLC’s) with employees needs to have a Payroll Service in placed.
As soon as you have your employee working for your business. Your business needs to have a Payroll service in place.
You must bring the Document that needs to be Notarized and a Valid Identification (see Valid Identification section)
The Following documents needs to be current or issued within 5 years.
• An identification card or driver’s license issued by the California Department of Motor Vehicles;
• A United States passport;
• An inmate identification card issued by the California Department of Corrections and Rehabilitation, if the inmate is in custody in California state prison;
• Any form of inmate identification issued by a sheriff’s department, if the inmate is in custody in a local detention facility
The following forms of identification, provided that it also contains a photograph, description of the person, signature of the person, and an identifying number:
o A valid consular identification document issued by a consulate from the applicant’s country of citizenship, or a valid passport from the applicant’s country of citizenship;
o A driver’s license issued by another state or by a Canadian or Mexican public agency authorized to issue driver’s licenses;
o An identification card issued by another state;
o A United States military identification card (caution: current military identification cards might not contain all the required information);
o An employee identification card issued by an agency or office of the State of California, or an agency or office of a city, county, or city and county in California.
o An identification card issued by a federally recognized tribal government.
You can book an appointment and you can have them done the same day as your appointment.
Yes, depending on availability; we can travel to your location to assist within the Bay Area. Please email us for a Quote for Travel Notary Arrangements and Availability.
The Person signing needs to be present to get documents Notarized.
The fees to have a document notarized in person at our office location is in average fifteen dollars ($15) for each signature taken.