Keep More
Of What You Earn.
Get a Licensed Enrolled Agent tax expert in your corner to maximize tax benefits for you, your business, and your family’s wealth.
How it Works
Simple, personal, and done right — here's what happens when you work with us.
Contact Us
First, start with a call. We'll get you started right away, walk you through exactly how we work, and explain how we can help you.
Talk With Us
We'll listen to understand your situation and figure out exactly what you need — no guesswork, no one-size-fits-all packages.
Visit Our Office
Come by our Brentwood office to complete or start your service in person with your Enrolled Agent.
What clients say
We match you to the right service for your situation and walk you through everything until it makes sense. If we're not the right fit, we'll tell you honestly and point you in the right direction.
"I had 3 years of business returns and he helped catch up and understand how my business entity actually works."
Verified client review on Google
"Amazing service! David was professional, efficient, and incredibly helpful. He made the tax process easy and stress-free. Highly recommend."
Verified client review on Google
"Responsive, knowledgeable, and honest. They told me upfront what they could help me with."
Verified client review on Google
"Professional, efficient, and extremely helpful. They took the time to explain everything clearly and made sure I understood each step. Their attention to detail gave me a lot of confidence in the process. Excellent customer service — I highly recommend them."
Verified client review on Google
"The staff was professional, efficient, and very helpful throughout the process. They explained everything clearly, answered all my questions, and made the tax process feel much less stressful. I really appreciated their attention to detail and great customer service. Highly recommend!"
Verified client review on Google, translated from Spanish
"Our family's go to place for excellent tax service! Arturo is the best."
Verified client review on Google
Frequently Asked Questions
What is an IRS Enrolled Agent and why does it matter?
An Enrolled Agent (EA) is a federally licensed tax professional certified by the IRS. Unlike seasonal preparers, EAs must pass a rigorous IRS exam and complete ongoing education. They are authorized to represent you before the IRS in audits, collections, and appeals.
Do I need to come into the office?
Yes. You can drop off your documents at our Brentwood office or go through everything with us in person, but we ask every client to come in to finish their return and sign it. That way we can walk you through your return and answer your questions face to face before anything is filed. Office hours are Monday through Friday, 3–7 PM, and during tax season we are open from 10:00 AM to 7:00 PM.
What documents do I need to bring?
Bring your W-2s, 1099s, last year's tax return, Social Security numbers for yourself and dependents, and any other income or deduction documents. The more complete your documents, the faster and more accurate your return. We go over the most common things people forget to bring so we can finish your return faster.
How much does it cost to file my taxes?
Pricing is based on the complexity of your return and is quoted upfront. There is no charge for the initial review, so you will know the cost before we begin.
Can you file taxes if I don't have a Social Security Number?
Yes. As IRS Certified Acceptance Agents, we can process ITIN applications and renewals on-site. There's no need to mail your passport to the IRS. You can file your taxes and apply for an ITIN at the same time.
What if I'm late or haven't filed in a few years?
We help with extensions and prior-year returns. Call us at (925) 308-0040 and we'll lay out the steps.
My books are behind. Can I still join?
Yes. Being behind is common, and it's fixable. First we catch your books up so you know exactly where you stand. Then we keep them current so you don't fall behind again.
How is my information protected?
We follow a written information security plan, and we never sell your information.