Our office is open to serve clients via phone and video

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Letter from our firm

We are serving clients via phone or video during normal business hours: Monday - Thursday, 9 AM - 4 PM

While our office is currently closed to the public, we are serving clients via phone and video conferencing. Please review our guidelines below:

  1. We are meeting with all clients by phone or video conference only. If you would like to schedule an appointment to meet, please call our office at (408) 260-7977.

  2. You can upload/download documents securely via Liscio. You can access Liscio from the client center button on the top left of this page.

  3. If you need to deliver anything to our office you can mail it to us. Our building is currently locked and we do not have a drop box. If you do need to drop something off and the building is closed, you can call our office to see if we are in. If we are not in, you can call Cal Western Property Management at (408) 554-1818 and someone from their office can take your package for us.

  4. We are encouraging clients to upload documents to Liscio. Since we will have to take additional time to process paper documents and mail them back to you, there will be a $40 charge if paper documents are mailed to us or brought in. There is no additional fee if documents are uploaded to Liscio. We will be providing video tutorials for uploading documents and accessing your tax returns electronically in the very near future. Check back for updates.

  5. You can pay your invoice by clicking the Pay Bill button above or by calling our office at (408) 260-7977 Monday through Friday 9AM – 4PM.

If you have any questions or concerns, please call our main office at (408) 260-7977 and we will be happy to assist you.