• Gather your tax documents. See tax prep checklist:

  • Individual Taxpayer​

  • Business Owner​

• New client, please provide your contact information.  Contact us to get started.

• Tax organizers are available upon request.

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Provide us with your tax documents  by one of the followings:

• Email: 88taxservice@gmail.com

• Document Upload:  Google Drive or via a secured link from your tax advisor 

• Mail or drop-off: 32 Felton Street, San Francisco, CA 94134

•  Your tax advisor will contact you via phone call or email.

• Allow 5 to 10 business days for your tax advisor to prepare your tax return.

• Final review and signature can be done in person or remote.

• Your returns will be e-filed once your signatures and payment are received.

• Cash, personal check, Venmo or Zelle payment can be accepted.​