IRS Registered • EA • Notary Public

Professional
Tax/Business
Services

Concord's trusted tax specialist — personalized service, year-round support, and strategies that save you money.

Tax Planning and Preparation Services
We are experts in TAX STRATEGY

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Our tax planning service provides you with a dedicated partner that will work with you year-round and proactively recommend tax-saving strategies to maximize after-tax income. We provide personal, one-on-one service and guidance, and will develop an individualized plan that is tailored to your unique situation.

We are diligent about mastering the current tax law, complex tax code, and new tax regulations for both individuals and businesses. We remain up-to-date on the changing tax laws that affect you, and are committed examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.

What We Do

Our Services

Comprehensive financial and administrative services tailored to individuals and businesses in Concord, CA.

Tax Preparation

Over 500 tax returns prepared each year. Individual and corporate tax codes expertise.

Learn More

Bookkeeping & Accounting Services

Monthly or quarterly financial reporting at a fraction of the cost of an internal bookkeeper.

Learn More

Sales Tax

Expert assistance with sales tax returns and declarations for California businesses.

Learn More

Payroll Services

Check processing, direct deposit, W-2, tax filing. Three custom payroll options available.

Learn More

Notary Public

Certify copies of Power of Attorney. Standard CA fees apply. Travel available.

Learn More

International Money Transfer

Simple, reliable money transfer services powered by RIA.

Learn More

Taxpayer Services

ITIN Assistance

Individual Taxpayer Identification Number services and guidance

WHAT IS AN ITIN?

An Individual Taxpayer Identification Number (ITIN) is a United States tax processing number issued by the Internal Revenue Service for those who need to file a federal tax return but aren't eligible for a Social Security number.

ITIN RENEWALS

Under the PATH Act, taxpayers who have not used an ITIN on a tax return in the last 3 years or those with the middle digits of 78 and 79 must renew their ITIN before filing a 2016 tax return. The renewal period begins October 1, 2016.

WHAT DOES AN ITIN NOT DO?

An ITIN does not authorize work in the U.S. or provide eligibility for Social Security benefits or the Earned Income Tax Credit.

WHO NEEDS AN ITIN?

The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain a Social Security number (SSN) from the Social Security Administration (SSA). ITINs are issued regardless of immigration status because both resident and nonresident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code. Individuals must have a filing requirement and file a valid federal income tax return to receive an ITIN, unless they meet an exception.

5-Star Service

What Our Clients Say

Real reviews from real clients in Concord, CA

“I highly recommend this business. Very professional and provides an excellent customer service. This lady has worked in other tax places but she finally opened her own!! Certified and licensed in what she knows best, taxes, notary, and more. You won't be disappointed. I wasn't!”

Laura M.

Concord, CA

“Excellent service. Very knowledgeable. And the reserved parking makes it very convenient!”

Joe W.

Concord, CA

“Very comfortable place, nice and clean. Frescia really knows what she's doing, very helpful. Thank you very much for the advice and support.”

Carlos R.

Concord, CA

“Outstanding job!!! Mrs. Frescia definitely knows what she's doing and goes the extra mile, in a friendly relaxed way. Not only is service expert and fast, price is fair and she takes the time to educate you as well. I definitely give you more than five stars. Thank you very much.”

JC Ramos

Concord, CA