SAN BRUNO OFFICE
Office Hours (Jan 26 – Apr 11, 2026):
- Monday – Friday: 10:00 AM – 6:00 PM
- Saturday: 10:00 AM – 2:00 PM
Reminder:
Starting April 12, 2026, our office will be closed to walk-ins while we finalize all tax filings.
Walnut Creek Office
Please call our main number 650.755.3727 for office hours.
After tax season (April 16th through January 10th each year)
Our office is open by appointment only.
During the off season we do not maintain regular walk in office hours, our team remains available to assist you by appointment only. For the fastest response, please email us with any questions, document requests, or appointment requests, and we will be happy to help. Full time hours will resume in January as we prepare for the upcoming tax season.
tax season information
Here’s all the information you need regarding how to join our list and the updates we've made to our appointment processing for improved efficiency and accuracy. If you have any questions, don’t hesitate to contact us anytime.
Interested in Our Firm Preparing Your Tax Returns?
We have 3 easy options to meet all client needs. Choose which one works for you!
Drop Off (Non-Appointment)
To help expedite your tax return, simply drop off your tax documents at our office. Your return will be prepared, and we will contact you if we need any additional information. Once completed, we'll notify you when it's ready for pickup and review. If we identify any significant changes from the previous year, Jasmin and the tax team will leave notes and discuss them with you before filing.
Digital Experience (Online Portal)
You will upload and receive your documents through our secure online portal. If we have any questions during the preparation process, we will contact you. Once your tax return has been completed, you will be notified and an invoice will be sent. After payment has been received, your tax return will be sent to you for review and signature. If requested, Jasmin will provide a brief review explaining any balance due or refund, along with suggestions and planning opportunities to help you prepare for the following tax year. Once all required signatures have been received, we will electronically file your tax return with the IRS and applicable state tax agencies.
In Person Review Appointment
Drop off your documents if you would like the option of a brief in-person review. Once you have been notified that your tax return has been completed, you may request a 10-minute review with Jasmin. This option is ideal for clients who would like additional guidance or have a more complex tax situation before their return is electronically filed.
Click the link to submit your tax documents and update us on any changes to your file.
To securely send documents, please email our office at info@taxladyjas.com. We will send you a secure link to upload your files through our online client portal.
What you should know
While we love working virtually, it doesn’t seem to create the same urgency as a face-to-face meeting. That sometimes creates a situation of emailing back and forth unnecessarily. We will be clear in asking for any additional information needed, once we have started your taxes. If we have to contact you multiple times to request the same information, we may need to charge a fee for the additional time.
A small percentage of our clients do not return the following year. Whether they closed their business, switched to DIY or got their brother-in-law to help for cheaper, the point is we have new spots open up every year. We’d love to help you! If you have a complex tax matter please reach out to our firm prior to uploading, when we say complex – We mean those individuals with current tax issues from other firms or those needing tax resolution due to prior issues with filings.
TAX WORKSHEETS
These worksheets are designed to help you prepare thoroughly, ensuring that the tax preparation process is efficient and smooth.