Individual and Micro Business Tax Services, Small Office Information Technology / Cybersecurity and Business Operations (manage financial transactions, streamline payments, local marketing)

4038 McClain Way #97

Carmichael, CA 95608

Office Hours: By Appointment

New Clients: By Appointment and Invitation Only

(Currently not accepting new clients)


Tax Return Preparation Requirements:

All new clients are required to verify their identity with two forms of identification such as a driver's license and passport. prior to the provision of tax services. In addition, all W-2 forms as well as all other information returns (1099s, etc.) will be verified for authenticity prior to provision of tax services.

To prevent EITC fraud, Schedule C business tax returns will require businesses to have an EIN and/or a business bank account in the name of the business that displays a history of transactions for legitimate business products and/or services prior to the provision of any business tax return services.

Data Security:

No client data stored electronically or physically onsite. All client and firm data protected using multiple, redundant administrative, physical and technical controls that are continually tested, verified and updated. All client data is encrypted in an unreadable format when stored or when in motion (such as when transferring files to TaxJets) using US NIST approved military grade encryption.