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I am interested in hearing from you!

Questions?

If you would like more information about any of our services, please click on the contact, complete the form, and click on the "Send" button. Your message will be delivered to the appropriate accounting or tax expert. We will either call or email you with answers to your questions.

Please Note: New clients requesting an individual tax appointment, should be prepared to bring the following information:

• Tax returns for the prior 2 years
• W2s, 1099s, 1098s, K-1s basis for stocks sold during the tax year
• Stock option activity
• Specific tax questions
• IRS or FTB tax notices received during the tax year