I Am Accepting Appointments Beginning January 15, 2015
CAN REGULAR TAX CONSULTING SESSIONS SAVE YOU MONEY?
Not if your tax returns are simple (W-2 income, interest and dividends).
For more complicated situations, regular tax consulting during the year often saves you money and unnecessary grief.
Consider calling me for one or more planning sessions during the year if:
- You have complex or changing financial situations.
- You will buy or sell a business.
- You will buy or sell a home, or exchange rental or business properties.
- You deal with trusts or estates.
- You are approaching retirement.
- You are receiving an inheritance, or have other financial interests regarding the death of a parent, spouse or family member.
- You want to change the structure of your business, or need planning for better business growth and profitability.
- You have IRS, FTB, EDD or SBOE tax issues.
Unable to come to my office due to medical or other circumstances? I can make house calls by special arrangement to pick up your information and deliver your completed tax returns.
Doris Forman CPA
5865 Doyle Street, Suite 114
Emeryville, California 94608
2015 TAX HOURS (for tax year 2014)
Monday to Friday: 10:00 a.m. to 6:00 p.m. Saturday: 10:00 a.m. to 5:00 p.m.
Sunday & Weekday Evenings (After Posted Hours): By Appointment
OUT OF AREA? OUT OF STATE? NOT CONVENIENT TO PERSONALLY MEET?
Send me your information by mail, UPS, FedEx, etc.
We can clarify any questions by phone, and I can return your completed tax returns.