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