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Getting your taxes done is as EASY as 123...Click Here

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Choosing a Financial Advisor

Paying For College

Collect your tax information and come visit our office. Meet face-to-face with a tax professional to get the personalized one-on-one attention you deserve.

How It Works

1. Assemble your documents. Use our tax prep checklist to get organized.

2. Your tax professional will work with you to understand your unique situation, doing everything possible Santa Rosa Taxes to help reduce your tax liability, now
and in the future.

3. When your taxes are complete, we’ll e-file your return, often at no additional charge.

4. You’ll also receive information on our complete range of financial services. We will show you simple ways to start improving your financial future today.

5. Satisfaction Guaranteed - If we made an error, we'll fix it - at no extra cost.

Benefits

Tax Expertise – Capitalize on over 30 years of experience. Let us help you understand how the new tax laws affect you.
Year-round Assistance – Your tax professional is available year-round for tax and financial advice.
Convenience – We make tax preparation easy. No tax “organizer” forms to fill out—unless you want one. No appointment necessary—unless you want one. Just come in when you are ready.
Financial Guidance – When we help you with your taxes, we will also provide you with some sound financial advice as well.

Turned My Taxes Over to an Expert…
“I have always done my own taxes, but when my situation got more complicated, I needed help. I was instantly at ease with Mr. Taylor as he walked me through each step. I found him to be a very competent and trustworthy tax advisor.” — Janelle McMillon (Caregiver, Santa Rosa)

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