Activate Your Portal
Send us your name and email address. We create your TaxDome lead account and email your secure portal invitation.
Tax preparation
Accurate filing, with the full picture in view.
Individual and business tax preparation for California taxpayers with businesses, investments, equity compensation, multiple income sources, or other complex circumstances.
What to expect
A clear, organized tax preparation process.
Our defined workflow keeps your information secure, establishes expectations early, and lets you know what happens next.
Complete the Questionnaire
Activate your account and complete the initial questionnaire so we can understand your tax situation and prepare accurate pricing.
Review Your Proposal
We review your answers and send a personalized proposal based on the returns, forms, and complexity involved.
Meet Your Preparer
After receiving the proposal, you will have the opportunity to schedule a complimentary 15-minute Meet & Greet before moving forward.
Submit and Prepare
After engagement, complete and submit your organizer and upload the requested documents through your secure portal.
Our target is to have your tax return ready for review within 10 business days after you submit a complete organizer and all requested documents.
Ready to begin?
Request your secure portal invitation
Provide your name and email address. We will create your TaxDome lead account and send the initial questionnaire.
Submitting your organizer tells us your information is ready. Missing information, later document uploads, complex issues, or information received after published deadlines may extend the completion time or require an extension.
More than entering forms
Your return should reflect how the pieces of your financial life connect. We review the information provided, identify missing or inconsistent items, explain the result, and help you understand obligations that continue after filing.
Tax returns we prepare
- Individual income tax returns
- S corporation returns
- Partnership returns
- C corporation returns
- Multiple-state returns
- Amended tax returns
- Returns involving investments or rentals
- Owner and business returns together
Planning is separate from preparation. When your current-year income or circumstances are changing, a projection may be recommended so decisions can be evaluated before the return is due.