File your taxes in 3 easy steps!

Step 1:

Upload your documents electronically into your secure client portal.

Already have your portal setup? Fantastic! Click the button below to login and upload your documents.

Dont have your portal setup? No problem! Call us at 925-602-0100 or chat online and we can get you going.

If you cannot send us your documents electronically, you may drop them off at our office during our normal business hours of 9AM – 7PM.

Step 2:

Schedule a convenient telephone or online video meeting with your tax preparer. During your appointment you will receive the same services of highly trained, experienced and caring tax professionals but from the convenience of your home.

Step 3:

Once you are completely satisfied with our work, we will e-file your taxes and you are done! You get the best of both worlds, the convenience of home and world class tax preparers.