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We’re ready to discuss your future plans and address your immediate needs. Contact us today, or stop by our office in downtown San Rafael. We’re eager to talk.

    Personal Information

    Will the children need a tax return prepared? YesNo

    Business Information

    Discovery Questions

    When do you usually file your personal and/or business returns? Initial Deadline (March/April)Extension (September/October)

    Additional Questions

    Do you own rental properties? YesNo

    Is any income earned from more than one state? YesNo

    Do you collect sales tax? YesNo

    Is any income earned from another country? YesNo

    Do you need assistance with bookkeeping? YesNo

    Are you looking to actively grow your business? YesNo