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Tax preparation on University Ave, City Heights
Bring your documents to our counter for tax preparation, for individuals and for small businesses, explained in plain language before anything is filed.
5.0119 Google reviews. Read them on GoogleWhat tax preparation covers
We prepare tax returns for individuals and for small businesses at the same counter where you already stop for your phone. Every return is explained in plain language before it goes out, so you know what you are signing.
What to bring
Bring what applies to you so your visit only takes one trip.
- Photo ID
- Social Security cards or ITIN letters for everyone on the return
- W-2s and 1099s
- Last year's tax return, if you have it
- Bank routing and account number, for direct deposit
- Form 1095-A, if you had Covered California health coverage
- Your childcare provider's name, address and tax ID, if you pay for childcare
- Records of business income and expenses, if you are self-employed
How it works here
Skip the wait. Calling ahead holds you a time, which matters most once tax season gets busy.
- Walk in or call ahead
- Walk-ins are welcome. Calling ahead holds you a time, especially during the busy weeks of tax season.
- How long it takes
- About 30 minutes to 1 hour.
- Payment
Zelle also accepted. Fees: Call for a quote
CTEC ID: A284607. PTIN: P01918284.
Common questions
Do you prepare returns for businesses, or only individuals?
Both. We prepare returns for individuals and for small businesses at the same counter.
What if I do not have last year's return?
We can still prepare your return without it, but bringing it along helps the visit go faster.
Can my refund go straight to my bank account?
Yes, if you bring your bank's routing number and your account number for direct deposit.
Do I need an appointment?
Walk-ins are welcome. Once tax season gets busy, calling ahead holds you a time.
What the neighbors say
5.0 stars from 119 reviews on Google. These are their words, not ours.
Fast, easy and reliable. I won’t be going anywhere else for my taxes.
... helped me with my taxes for 6 years now! They provide great service ...
... made doing my taxes very easy. Would highly recommend!
Ask about tax preparation
Send a note about your tax situation and we will call or text you back during open hours.