Contact Us
If you have questions, need help with your situation, or aren’t sure where to start, we’re happy to help. Use the form below to send us a message, and we’ll follow up as soon as we can. You can also schedule a new client free consultation if you’re ready to talk through your taxes or bookkeeping in more detail.
What to include in your message
To help us respond quickly, please include:
Whether you need tax preparation, bookkeeping, or both
Your filing situation (individual, self-employed, rental property, small business, etc.)
The tax year(s) involved
Any deadlines you’re trying to meet (for example, an upcoming filing deadline or notice response date)
The best way to reach you (email or phone)
What happens next
After you submit the form, we’ll review your message and follow up with the next steps. If your question is quick, we may be able to answer by email. If your situation is more complex, we’ll suggest scheduling a free consultation so we can walk through details efficiently.
Secure document sharing
For your privacy, please don’t upload or email sensitive documents (like full Social Security numbers) through the contact form. If we decide to move forward, we’ll invite you to our secure client portal so you can upload files, sign forms, and message us safely in one place.
Remote or in-person support
We work with clients both locally and remotely. If you’re in the Long Beach area, you can request an in-person meeting. If you’re outside the area (or prefer convenience), remote service is simple—and we’ll guide you step-by-step.
Pricing Links
-See our tax preparation pricing
-See our bookkeeping and payroll pricing
Response Time
We typically respond within 1 business day (Mon–Fri). During peak season, response times may be slightly longer.
Office Details
Location:
1900 E Ocean Blvd
Suite #3
Long Beach, CA 90802
In-person by appointment only
Parking:
Parking is available on Ocean Blvd
Hours:
Monday - Friday: 10 AM - 5 PM
Saturday - Sunday: Closed