Experienced, personal service for your tax and financial planning needs.

  • Phone 510-886-2937
  • Alt Phone 925-248-6800
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Experienced, personal service for your tax and financial planning needs.

Getting the maximum refund is just the beginning. We don't just fill in boxes like cheap preparers, we counsel with you help you take advantage of your situation, keep documents that will stand up in an audit, answer your questions during the year about what you can deduct or not. We don't disappear at the end of tax season; this is our career, not our side job. We're here to help you not just with tax preparation, but can also help people that have gotten behind on their taxes and owe the IRS or state more than they can afford to get a fair deal that will get you back on your feet. Call now to see how our commitment to good service has kept us in business since 1978!

Securities & advisory services offered though American Investors Company Member FINRA/ SIPC registered Investment Adviser



  • Tax preperation
  • Audit representation
  • Tax resolution
  • Financial planning & advisory services


  • Enrolled Agents
  • Registered representatives
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