Remote support

Virtual Consultations

Same help you'd get at the front desk, by phone or video. Useful if you live outside Cotati or can't get away from work.

Can't make it to Commerce Blvd? We can still help.

Tax questions, document review, business planning, follow-ups after filing. Upload your paperwork first, then we meet by phone or video and go through it together.

To get the most from the call

  • Upload documents before the appointment
  • Find a quiet spot with decent internet
  • Write down your questions and any deadlines
  • Have your phone and email handy for the meeting link