Water along the causeway between Sacramento and Davis, California
 

SERVICES

Serving Davis, Northern California … and the world

No matter where you live, we will prepare your US tax return for you. Meet us in person, by phone or online. We offer a convenient online portal, DocuSign, and online payment.

 Tax Preparation


Review of prior year tax returns

IRS correspondence & audits


Preparing and e-filing of
Federal & State Income Tax Returns

  • Individuals: All Income including K-1, Stock Options, Rental Property

  • Small Business: Contractors, Service Professionals

  • Student & University Tax Issues: e.g., Grants, Tuition Credit

  • Same-Sex Marriage & Registered Domestic Partnership

  • ALL States

International Income & Issues

  • Non-Resident Tax Returns (1040NR), J, F, H1B Visa Tax Issues

  • Resident Aliens & Expats: Tax Filing & Reporting Requirements

  • FBAR Reporting of Foreign Bank Accounts & Assets

A lit candle in a massage therapy room

“She has a unique talent to translate ‘Tax Gibberish’ into plain English.”

My prior CPA just collected a list with my income and expenses but didn’t really talk to me. From Christine I received a tax education: Now I know what expenses I can deduct or not and how to calculate my estimated tax payments. She is not only available to answer my questions, but she also has a unique talent to translate “Tax Gibberish” into plain English.

— Melissa Jarvey, Certified Massage Therapist, Davis, CA


 Tax Planning & Coaching


Divorce, Marriage, College Funding, First Home, Retirement

Rental Property & Investments

Charitable Giving (DAF – Donor Advised Funds), Gifting

Career Change, Start of part-time & full-time Business

 

“Christine used to be my instructor in an income tax class and my mentor”

Christine used to be my instructor in an income tax class and my mentor when I worked for a few years as a tax preparer myself. When my husband started his own business, we gave our tax return into her hands. We are both happy we did.

— Jill & Tom Moss, Bookkeeper-Retiree, Davis, CA

Tax season doesn’t end on April 15th

We educate you year round!