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Individual Tax Return Preparation

Our individual tax return preparation service includes consultation and preparation of personal tax returns. We partner with local San Francisco Bay Area CPA's and Enrolled Agents on more complex tax planning and preparation, including services for small businesses. I work directly with your tax preparer at year-end to provide schedules and answer questions so that you can focus on your relationship with them on planning to minimize your tax liability.

For frequently asked questions please see our Tax Return Preparation FAQs.