PenCoast Tax Services

Tax Preparation & Financial Planning

Our tax interview is designed to identify your maximum tax savings. The interview is performed by the person who will prepare your return, face-to-face. Future appointments may not be necessary and can be done via Skype, FaceTime or Email. Appointments are scheduled to ensure undivided-attention to each client.

Items to Bring to the Interview: (Also Check the Important Documents incase they can be of any help to you.) ===============================>

Schedule Your Appt.

p: 650-345-6468

f: 650-897-4606


Important Documents

* Engagement Letter

* Tax Organizer

(click links)


A tax loophole is "something that benefits the other guy. If it benefits you, it is tax reform.'' 
— Russell B. Long, U.S. Senator.