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Either: Anaheim Hills for Orange County or Encino for Los Angeles. Visits are by appointment; call the direct line to set one up.

Last year's return, W-2 and 1099 forms, photo ID, and records of deductible expenses. We will tell you if anything else is needed for your situation.

Yes. Real estate finance and home mortgage loan products are part of the practice (NMLS 1900481), alongside personal and business tax.

Yes, corporate and partnership returns, payroll processing, and bookkeeping, onsite or cloud-based.