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.

Book a free consult View pricing
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.

CTEC — California Tax Education Council, Registered Tax Preparer CTEC Registered
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.