Now booking 2025 returns · Martinez, CA

Your refund, done right.

Bay Area tax prep for individuals and small businesses. Fast turnaround. Licensed preparer. No surprises.

CTEC Registered · California
Martinez, CA · Bay Area
Year-round · Open past April 15
Services & pricing

Flat-fee pricing. No surprises at checkout.

Pick the filing that fits your situation. Every package includes federal + California, e-filing, and a line-by-line walkthrough before we submit.

W-2 Filing

Straightforward returns for employees with 1–2 jobs. Fast, thorough, and filed the same day you approve.

$200flat

Self-Employed / 1099

Freelancers, gig workers, contractors. Schedule C with every legitimate business deduction hunted down.

$200flat

W-2 + Side Income or Investments

Day job plus a side hustle, rental, or brokerage? We handle stacked 1099s, K-1s, dividends, and capital gains.

From$350

ITIN Application + Filing

We handle the W-7 paperwork, certified document review, and your return in one coordinated filing — start to finish.

From$350

Prior Year Returns

Catch up on returns you missed — one year or five. We'll file cleanly, calculate any penalties, and keep you on the right side of the IRS and FTB.

$350per year
Why Refund Ready

A local practice — not a pop-up franchise.

You'll work with the same preparer every year. We answer texts in July. We know what "ERC clawback" means. That's the whole pitch.

01

Licensed

CTEC Registered Tax Preparer in California. State-registered, IRS-recognized, and bonded — your return is prepared by a credentialed preparer, not a seasonal contractor.

02

Local

Based in Martinez and serving the whole Bay Area. You'll work with the same preparer every season — by phone, video, or in person, whichever suits you.

03

Year-Round

Open past April 15 for extensions, amendments, ITINs, and tax planning. When the IRS sends a letter in August, we're still here to read it with you.

How it works

Three steps from shoebox to submitted.

No office visits required. Everything runs through a secure client portal — but you're welcome to drop by with coffee any time.

1

Upload Docs

Snap photos or drag-and-drop into our encrypted portal. W-2s, 1099s, K-1s, receipts — send what you have, we'll ask for what's missing.

~ 15 minutes · on your phone
2

We Prepare

We draft the return, hunt for every legal deduction, and flag anything worth a conversation. You'll hear from us — never a chatbot.

24–72 hours · typical
3

You Approve & File

Review the return over a 20-minute call or on your own time. One e-signature and we file federal and state the same day.

Direct deposit in ~21 days
Book now

Let's see if we're a fit.

A free 20-minute consult — by phone, Zoom, or across a table in Martinez. We'll talk through your situation and give you a flat-fee quote before you commit to anything.

We respond within one business day. Your info is never shared.