Contact us Today for an Appointment
1848 Willow Pass Rd., Ste. 205 Concord, California 94520
Bring your documents our Consultation Fee starts from $89.
PTIN #P01540376
CTEC ID A260184
BOND No. 97-R9-4706-0
SENIOR CONCIERGE TAX PREPARATION SERVICES
PERSONALIZED TAX SERVICES DESIGNED FOR SENIORS
At Bay Area Tax Services We understand that managing taxes can become more complicated over time. Our Senior Concierge Tax Preparation Services are designed to provide convenient, personalized, and stress-free tax assistance for seniors, retirees, and their families.
Whether you prefer to meet in person, at your home, or virtually, our experienced professionals are here to make the process simple and worry-free."
Our Senior Concierge Services Include
In-Home Tax Preparation
Skip the drive and let us come to you. We provide secure, professional tax preparation in the comfort of your home.
Tax Return Preparation
Preparation of:
- Federal & California Individual Returns
- Amended Returns
- Prior-Year Tax Returns
- Estimated Tax Payments
Retirement Income Tax Planning
We help you understand the tax impact of:
- Social Security benefits
- Pension income
- IRA distributions
- 401(k) withdrawals
- Required Minimum Distributions (RMDs)
Investment & Property Assistance
Preparation and reporting for:
- Capital gains and losses
- Sale of a home
- Rental property income
- Investment income
Tax Credits & Deductions Review
We ensure you receive every deduction and credit available, including:
- Medical expense deductions
- Property tax deductions
- Charitable contributions
- Energy-efficient home improvements
- Other eligible senior tax benefits
IRS & State Notice Assistance
Received a letter from the IRS or Franchise Tax Board? We can:
- Review your notice
- Explain what it means
- Prepare responses
- Communicate with tax agencies on your behalf
Secure Document Pickup & Delivery
For eligible clients, we offer convenient pickup and delivery of tax documents, reducing the need for travel.
Family Communication
With your authorization, we can work directly with your trusted family member, caregiver, financial advisor, or attorney to help ensure your tax matters are handled accurately.
Why Seniors Choose Bay Area Tax Services
- Personalized one-on-one service
- Patient, friendly professionals
- Convenient appointment options
- Bilingual service (English & Spanish)
- Year-round tax support
- Transparent pricing
- Experienced with retirement tax issues
- Trusted local tax professionals
Ideal For
- Retirees
- Seniors age 60+
- Homebound individuals
- Assisted living residents
- Veterans
- Widows and widowers
- Individuals with mobility limitations
- Busy family caregivers seeking trusted tax assistance
Our Concierge Promise
We treat every client with respect, patience, and professionalism. Our goal is to make tax preparation simple, accurate, and as stress-free as possible so you can enjoy your retirement with confidence.
Schedule Your Appointment Today!
PTIN #P01540376
CTEC ID A260184
BOND No. 97-R9-4706-0
Address
1848 Willow Pass Rd.
Ste. 205
Concord, CA. 94520
PHONE NUMBER
HOURS
Monday-Thursday: 9:00 am - 4:00 pm
Friday-Sunday: Closed
No zoom appointments only in person or over the phone
Saturday Appointments
We are open one Saturday each month by appointment only. If you would like to schedule a Saturday appointment, please contact us to find out which Saturday we will be open that month and to reserve your time.
