Frequently Asked Questions

People sitting at a wooden table during a meeting, with some taking notes and others listening, set near a large window with sunlight.

  • I provide tax preparation and tax planning services for individuals, businesses, and trusts. This includes federal and state tax returns, inside and outside California. I am available year-round to provide guidance on how to maximize your tax savings.

  • Every tax return is unique, therefore pricing depends on the complexity of your return and the number of forms that will be filed. A review of your documents and/or prior-year return is required to provide an accurate quote.

  • This depends on your situation, but typically I would need your W-2s, 1099s, a copy of a prior-year return, and a valid photo ID. Businesses would also need to provide a listing of their income and expenses for the year.

Contact me

La Mesa, California