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Please send all USPS mail to:
18 El Camino Moraga
Orinda, CA 94563-4118
We request you make an appointment to drop off or pick up documents. Please notify us if you are having anything shipped or delivered to us. We will send a confirmation within 24 hours for all mail & packages received.
We are now working from our home office (see top right). Do NOT send or drop anything off at the old 1620 School Street address.
2024 TAX ORGANIZERS HAVE BEEN SENT OUT. CONTACT US IF YOU HAVE NOT RECEIVED YOURS.
The tax filing due date for 2024 income tax returns is TUESDAY, APRIL 15th, 2025. Please submit your tax data to us ASAP. Clients who submitted their data today are expected to go on extension and have a completion date after April 15th. As noted in our Tax Organizer, no returns will be completed between April 1 - April 15, in order for us to calculate taxes still due on April 15 for returns that are not completed by March 31st.
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WE ARE ALREADY AT FULL CAPACITY FOR THIS TAX SEASON AND ARE NOT TAKING ANY NEW CLIENTS AT THIS TIME. CLICK ON THE BLUE LINKS BELOW TO HELP YOU FIND A TAX PREPARER.