Get Started · In-Person Appointment

Sit down with a real tax professional.

Prefer to go through your taxes face to face? Book a time at our Palm Avenue office and we'll walk through everything together.

3 Simple Steps

How an in-person appointment works

1

Fill out the intake form

Complete our intake form ahead of time so we can make the most of your appointment.

2

Gather your documents

Use our What to Bring checklist to collect your tax documents before you come in.

3

Call to book a time

Give us a call at (619) 429-1849 to schedule a time that works for you. Walk-ins are welcome too, though wait times may be longer.

Please note: only the taxpayer and spouse (if filing jointly) are allowed in during the appointment. Walk-ins are still welcome, though wait times may be longer than usual.

Book your appointment

Fill out the intake form, then call (619) 429-1849 to lock in a time that works for you.

Start My IntakeCall (619) 429-1849
Office(619) 429-1849
Mobile / Text(619) 486-3818
Address1671 Palm Ave, San Diego, CA 92154
HoursMon–Fri 9AM–5PM