Tax services are offered in two locations: Stockton, CA at 1341 W Robinhood Drive, Suite B-1, and Tracy, CA at 79 E 11th Street.

Stockton office drop-off/pick-up

An appointment time is required to drop off your tax documents. You will sit with a tax preparer to review your documents, review tax objectives and to gather all necessary information to prepare your return. When the returns are completed, we will contact you for pick-up. Appointments are made in advance by calling 209-472-7378.

Tracy office appointments

Our Tracy offices service more than 4,500 clients during the regular tax season. Appointments are made in advance by calling 209-832-5110.

NEW CLIENTS:

• Be 5-7 minutes early for your appointment; we always run ON TIME.
• Bring the following to your appointment
• Your last three years' tax returns (federal and state) including all backup documents used to prepare the returns.
• Any closing statements for purchased, sold, or refinanced properties within the last four years
• Dependent information including name, social security number, and date of birth. You will also need to bring in any current year documents to substantiate their income, if applicable.
• Direct deposit information which includes your bank's 9-digit routing number and your checking or savings account number.
• If you have any questions, write them down and be prepared to discuss them at your appointment. If you have documents that you are not sure relate to tax matters, bring them anyway and let your prepare determine their usefulness.
• Please fill out this new client form and bring it with you: New Tax Client Questionnaire
• Click here for important forms