Tax Preparation Process

 
 

Organize your documents, go to the resources tab and pre-fill the applicable information as requested.

 
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Please provide us with your documents 3-5 days before your scheduled appointment by:

Fax: (888) 328-4502

Internet: Google Drive or via a secured link that can be requested from your assigned tax advisor

Mail/In Person: 80 Eureka Drive, Ste 216, Pacifica, CA 94044

 

Prior to your appointment, theTaxGuySF will do a preliminary tax return and will contact you for any missing information. This will allow us time prior to your appointment to do the background work.

We are working with all our new clients 100% remotely via Google Meeting, Zoom, phone calls and email.

 
 

During our virtual/phone call appointment, we will review and finalize your tax return and provide tax planning for the year ahead.

 

Put down the spreadsheet and call us.