Our Tax Services
Tax Preparation
Accurate, forms-based tax preparation with simple, transparent pricing. Our fees are based on the forms required and the complexity of your return — not hourly billing. This means you know the cost upfront, and we can take the time needed to prepare your return thoroughly without watching the clock or adding surprise charges.
Tax Consultation & Advisory
Expert Tax Guidance, When You Need It
Not every tax question requires a full tax preparation or planning engagement. Sometimes you simply need an experienced professional to help you understand your options and determine the best path forward.
Tax Consultation & Advisory provides personalized, one-on-one guidance from an Enrolled Agent for specific tax questions, situations, and financial decisions. Offered on an hourly basis, this service gives you flexible access to professional tax expertise when you need it.
Whether you're navigating a change in income, starting a business or side venture, considering a major financial decision, evaluating the tax impact of an investment, or simply need clarity on how tax rules apply to your situation, you'll receive practical guidance tailored to you.
Tax Planning & Advisory
Looking beyond this year’s return? Our Tax Planning & Advisory service is designed for clients who want ongoing guidance and a long-term approach to managing their taxes — not just answers in the moment.
This service goes deeper than preparation. It focuses on understanding how your financial decisions today affect your taxes in the future. Support is available through hourly, project-based, or ongoing advisory options, depending on your needs.
Tax planning and advisory can help you:
Identify opportunities for legal long-term tax savings
Plan ahead for income changes, business growth, or investments
Adjust strategies before the year ends
Reduce surprises at filing time
Make more informed financial decisions year-round
Choosing tax advisory means moving from reactive tax filing to proactive tax strategy. Over time, thoughtful planning can make a meaningful difference in what you owe and how confident you feel about your financial direction.
This is ideal for individuals and business owners who want a more strategic, supportive relationship with their tax professional — and who value planning ahead rather than scrambling later.
New to East Bay Tax Solutions?
Start with a complimentary consultation to learn how we work and see if we’re the right fit for your needs. It’s a simple, no-pressure way to get clarity before moving forward.