Your return, done right. Without the hassle.
Meet with us in person or drop off your documents at our Brentwood office. We prepare and review your federal and California returns, and questions go to a real preparer, not a call center.
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.
Consult 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 — the same person you spoke with.
This is for you if…
Work & income
- W-2 EmployeeYou want every deduction you're owed — not just a basic filing.
- Gig Worker (DoorDash, Instacart & More)You have 1099 side income and need help tracking mileage, expenses, and quarterly estimated taxes.
- Investor with RSUs / StockYou have equity comp, ESPPs, or ISOs that most preparers get wrong.
- High Earner ($200K+)Your return is complex and the cost of a mistake is too high to risk software.
- Rental Property OwnerYou need depreciation, passive rules, and dispositions handled correctly.
Home & family
- HomeownerYou bought or sold a home, or paid mortgage interest and property taxes that need to be reported correctly.
- Family with DependentsYou want to make sure you're claiming every dependent, credit, and deduction you qualify for.
- Student Claiming Education CreditsYou're paying tuition and want to claim the American Opportunity or Lifetime Learning Credit correctly.
- Retiree with Pension or Social SecurityYou have Social Security, pension, IRA, or 401(k) distributions that need to be reported correctly.
Life events
- First-Time FilerThis is your first time filing on your own and you want someone to walk you through the whole process.
- Recently MarriedYou got married this year and need help deciding whether to file jointly or separately.
- Recently WidowedYou've lost a spouse and need guidance on your filing status, survivor benefits, and next steps — handled with care.
Special situations
- International FilerYou have foreign income, accounts, or assets that require FBAR or FATCA reporting.
- No Social Security Number (ITIN Needed)You need an ITIN application or renewal handled by a Certified Acceptance Agent.
- Not Sure Where to StartYou're unsure which forms you need or how to file — we'll walk you through it step by step.
Don't see your situation here?
Every tax situation is different. Give us a call and we'll figure it out together. No situation is too complex or too simple for us to help with.
What clients say
"Everything was handled efficiently and all my questions were answered clearly."
Verified client review on Google
"Super kind man, always professional, helpful and very intelligent, a great person to talk to! Great service!"
Verified client review on Google
"Great services. Been goin there for years"
Verified client review on Google
"Great guy! My family has been going to Arturo for many years and now I go to do my taxes with him as well. He's great and explains everything in a simple way that's easy to understand. Would recommend."
Client review on Yelp
"Very knowledgeable."
Verified client review on Google
"Excellent service!!!"
Verified client review on Google, translated from Spanish
Frequently Asked Questions
Do I need an appointment to file my personal taxes?
Start with a free 15-minute call. After that, choose what's easiest: finish your return with us in person, or drop off your documents at our Brentwood office and we'll prepare your return. Office hours are Monday through Friday, 3–7 PM, and during tax season we are open from 10:00 AM to 7:00 PM. We walk you through everything before filing.
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.
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.
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.
Do you handle rental property and investment income?
Yes. We specialize in rental real estate reporting, including depreciation schedules and passive activity rules, as well as stock compensation (RSUs, ISOs, NSOs, and ESPPs), which are among the most frequently misreported items on personal returns.
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.
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.
How long does it take?
Most returns are ready to review and send out as soon as we receive all your completed documents.
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.
How is my information protected?
We follow a written information security plan, and we never sell your information.