2022 tax season information:

Please read below for 2022 appointments.

We will begin scheduling appointments for the 2022 tax season as of November 2, 2021. You can schedule your appointment via telephone, e-mail request, or in person (please refer to our office hours for in person booking). However, due to the uncertainty of the Covid 19 pandemic, our "in person" or "sit down" appointment times will be limited. Please keep in mind if you file a short form tax return or a standard long form tax return, for your safety, as well as ours, we will complete most of these returns by e-mail, drop off, and mail in. We will contact you by phone to go over your questions and concerns as we complete your return. We have been operating this way since the middle of March, 2020, and it has been working efficiently.

If you prefer an in person appointment and are unable to get one during tax season (since our in person appointment times are limited), you also have the option to file an extension and schedule an appointment during the months of May - October.

To send us your paper work for tax preparation, please download and complete the Drop Off worksheet (located under the "Forms & Links" tab of this website or you may pick one up from our office) and submit the form with your paperwork. We will contact you with questions or to go over any questions you may have. You may send us your paperwork via e-mail, fax, mail, or by dropping it off at our office. If you drop off during a time we are closed, you may do so by using the mail slot located on our front door facing Grand.

tax deadline info:

Personal/ Individual Income Tax Returns: Currently the 2022 income tax deadline date for 2021 income tax returns is set for April 18, 2022. This due date is for individual filers & sole proprietors. Our cut off date to receive paperwork to guarantee completion by the deadline is March 25, 2022.

Corporate Income Tax Returns: The deadline date is set for March 15, 2022. Please have your paper work submitted to us no later than February 20, 2022 for us to guarantee completion by March 15th.

IF YOU OWE TAX:

Event Details

IF YOU OWE TAX:

If you OWE TAXES, and we receive your paper work after March 25, 2022, you will need to file an extension and send an estimated tax payment ...

Event Details

IF YOU ARE DUE AN INCOME TAX REFUND:

Event Details

IF YOU ARE DUE AN INCOME TAX REFUND:

If you expect a refund (based on how you have filed in prior years), you have an automatic 6 extension until October 15, 2022, meaning you d...

Event Details

DROPPING OFF YOUR PAPERWORK:

Event Details

DROPPING OFF YOUR PAPERWORK:

If you are unable to receive an "in person" appointment, we are available for phone appointments and drop off/ mail in/ e-mail/ or faxed ret...

Event Details

THANK YOU!

Event Details

THANK YOU!

We hope you know how grateful we are for your continued business, especially during these uncertain times. We pray your family is staying he...

Event Details

Our Small Business Services

Compliance

Income Taxes: Personal, Business, Estate, Non-Profit, and Corporate tax preparation.
Knowledgeable Local Sales Tax Preparation
Legally Required Corporate Documentation

Management

Compliance

Bookkeeping: Manage daily, weekly, or monthly transactions.
Payroll: Management of payroll, employee reports, and payroll taxes on a bi-weekly, monthly, or quarterly basis.
Planning: Reporting and advice to support growth.

Advisory

Compliance

Advisory

Financial & Estate Planning & Insurance Services: We work with one of the top insurance agencies in CA & can direct you to reliable & trustworthy associates.