Are you one of nearly half of all Americans overpaying your taxes?  Could you be repeating the same mistakes of overlooking deductions and/or credits?  Let Don review your income tax situation.  Most of the clients who turn to Don have gone years overlooking typical deductions.

Personal information for each family member: Name (Filed with Social Security) Date of Birth Social Security Number Last Year's Tax Return (first year clients only)   Income and tax information: W-2's Retirement Income (1099-R) Interest (1099-INT) Dividend Slips (1099-DIV) Stock Sales (1099-B or Statement) Self-Employment Income/Expenses Sale of a Residence (1099-S) Rental Income and Expenses Sale of any Business Assets Gambling or Lottery Winnings (W2-G) State Income Tax Refund (1099-G) Estimated Quarterly Taxes Paid Social Security or Railroad Retirement IRA, 457, 401(k) Distribution (1099-R) Unemployment Compensation Miscellaneous Income (1099-MISC) Alimony Received (All divorces prior to 2019)   Deductions and Adjustments: Work Expenses (still apply in California) Medical Expenses Real Estate or Personal Property Taxes Vehicle Registrations Sales Tax on large purchases (vehicle, boat, RV) Mortgage Interest Charitable Contributions Business Expenses Gambling Losses IRA Contributions (Traditional and/or Roth) Higher Education Expenses Educator Expenses Student Loan Interest Alimony Paid (All divorces prior to 2019)   Tax Credits: Child Care Provider, Address, Phone, and Employer Identification Number (EIN) or Social Security Number (SSN) Adoption Expenses Energy efficiency improvements Retirement Savings Contributions

Single Click "Schedule Your Appointment Now" at the top of each page.     If you have a question before booking your appointment, please call, text, or email Don.  You can also use the contact function on this site.

Don is available by APPOINTMENT ONLY.   During income tax season (January 30th to April 15th), Don has appointment availability every day of the week, from 8 AM to 7 PM.   It should be noted the IRS changes the tax calendar annually and Don will adjust his availability accordingly. ​ During non-income tax season (April 16th to January 29th), all appointments will be on an "as-needed basis."  ​ I generally WILL NOT  be available for appointments after April 15th each year.   I apologize for any inconvenience, however, as your income tax preparer, my focus is on serving clients during active tax season.

What’s Included in Your Fee Your fee covers a complete, one-on-one tax preparation experience: Personal appointment (in-office or remote) Preparation of your federal and state tax return(s), as applicable Electronic filing (e-file) with the IRS and state Assistance with direct deposit or payment options PDF copy of your completed return (paper copies available upon request at no charge) Consultation & Support One-on-one consultation during your appointment Guidance on tax-saving strategies based on your situation Discussion of retirement contributions (IRA, 401(k), 457, 403(b), etc.) as they relate to your taxable income Review of deductions and credits to ensure accuracy and completeness Reasonable follow-up questions related to your return Audit & Notice Guidance General assistance with IRS or state notices related to your return Help understanding notices and recommended next steps Formal representation before the IRS or state agencies is not included and may require a separate agreement and authorization (Power of Attorney), if applicable.