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For individuals & families

Personal Tax Preparation

We help you organize your documents and prepare an accurate return — by appointment in San Pablo or Concord, or fully remote.

Book an Appointment

What's included

What we handle as part of this service.

  • Document review and intake checklist
  • Federal (1040) and California (540) preparation
  • Credits and deductions review based on your situation
  • E-file submission and confirmations
  • Copies of all filed documents

Who it's for

If this sounds like you, we're a good fit.

  • W-2 employees
  • Self-employed and 1099 workers
  • Households with dependents
  • Bilingual families (EN/ES)

Documents you'll need

Bring (or upload) these so we can get started quickly.

Not sure? We share a tailored checklist after the consultation.

  • Government-issued ID

  • SSN or ITIN for each filer and dependent

  • W-2 forms from each employer

  • 1099 forms (NEC, MISC, K, R, DIV, INT)

  • Records for deductions or credits you plan to claim

  • Last year's tax return (new clients)

Our process

The five steps we walk through with every client.

  1. Schedule a consultation

    Book in person or remotely. Tell us what you need and we suggest the right service path.

  2. Bring or upload your documents

    We share a clear checklist so nothing important gets missed.

  3. Review with a specialist

    We walk through your situation, answer questions, and confirm the plan together.

  4. We prepare, file, or organize

    From tax returns to payroll, formations or filings, we handle the work end to end.

  5. Ongoing follow-up support

    We stay available year-round for questions, notices, and the next step.

Frequently asked questions

Common questions we hear about this service.

  • As soon as you have your W-2s, 1099s and other tax documents. Booking early gives us more time to review credits and deductions carefully.

Stanza Tax Services office ready for your appointment

Ready when you are

Ready to get organized? Book an appointment today.

Pick a time that works for you — in person at San Pablo or Concord, or fully remote.

Book an Appointment510-255-9194

Related services

You may also need

Pairs well with this service.

ITIN Assistance

Help preparing your ITIN application (W-7) and supporting documentation.

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Business Tax Preparation

Returns for sole proprietors, LLCs, S-Corps, C-Corps and partnerships.

Learn more