Year Round Tax Service

Choose a service to schedule

EXIT TAX INTERVIEW W/ CPA (call for appointment)
*****Sending us your tax documents by either email, or regular mail is the best option available.
*****The drop off option is also available, however due to COVID-19, space in the office is limited to no more than 2 clients.
Please call once you have arrived to the office. One of our staff will call you once we are ready for your interview.
DUE TO COVID-19, the CPA prefers to handle interviews via Zoom or a phone consultation for the 2020 tax year.
**CPA will handle in-person interviews, however the office space is limited to no more than 2 clients in the office at once.

For in-person exit interviews:
1. The client must fill out a COVID-19 questionnaire, return the questionnaire to our office 2 days prior to their interview time.
2. Show no symptoms of COVID-19.
3. Temperature check will be mandatory.
4. Wearing face covering upon arrival.
5. Please call once you have arrived to the office. One of our staff will call you once we are ready for your interview.
Bookkeeping Consultation - $175
This appointment is an on-site strategy session where we help you set up your books, integrate Quickbooks with your P.O.S. system, answer bookkeeping questions, and problem solve. Only available AFTER tax season, between April 15th-December 15th.
NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
PPP/EDIL/UI - Advisory Service - $175
I can help a client come up with a COVID-19 assistance strategy that works best for their company. Time is "of the essence" to apply for these stimulus packages.

The government runs out of assistance very rapidly, therefore you have a have all your "ducks in a row" so that you can submit your documentation as soon as another round of stimulus funding happens.

You don't want to be left out. I can help!

Whether you are self employed or a Corporation, I can help you with applying for a loan/grant that can get you money you need to keep your business going through these hard times.

NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
ZOOM - EXIT TAX INTERVIEW W/ CPA (call for appointment)
*****There is an email, and regular mail is the best option available.
*****The drop off option is also available, however due to COVID-19, space in the office is limited to no more than 2 clients.
Please call once you have arrived to the office. One of our staff will call you once we are ready for your interview.
DUE TO COVID-19, the CPA prefers to handle interviews via Zoom or a phone consultation for the 2020 tax year.
**CPA will handle in-person interviews, however the office space is limited to no more than 2 clients in the office at once.

For in-person exit interviews:
1. The client must fill out a COVID-19 questionnaire, return the questionnaire to our office 2 days prior to their interview time.
2. Show no symptoms of COVID-19.
3. Temperature check will be mandatory.
4. Wearing face covering upon arrival.
5. Please call once you have arrived to the office. One of our staff will call you once we are ready for your interview.
ZOOM - Bookkeeping Consultation - $175 (call for appointment)
This appointment is an on-site strategy session where we help you set up your books, integrate Quickbooks with your P.O.S. system, answer bookkeeping questions, and problem solve. Only available AFTER tax season, between April 15th-December 15th.
NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
ZOOM - PPP/EDIL/UI - Advisory Service - $175 (call for appointment)
I can help a client come up with a COVID-19 assistance strategy that works best for their company. Time is "of the essence" to apply for these stimulus packages.

The government runs out of assistance very rapidly, therefore you have a have all your "ducks in a row" so that you can submit your documentation as soon as another round of stimulus funding happens.

You don't want to be left out. I can help!

Whether you are self employed or a Corporation, I can help you with applying for a loan/grant that can get you money you need to keep your business going through these hard times.

NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
Directions 204 Mt Hermon Rd, Scotts Valley, CA, United States
831-438-0237