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TAX SEASON
IS IN FULL SWING

MINIMIZE YOUR STRESS WITH OUR EXPERT TAX SERVICES

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The filing deadline for individual, Sole Proprietor & C-Corp returns -is April 18th, 2023. S Corp & Partnership Returns -are due March 15, 2023.

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IRS Tax Deadline Is Extended.

HOWTO HIRE US

TAXES ARE NOT EASY. LET US HELP YOU 

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DROP-OFF

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Hand in your files by dropping them off at our office or sending them to us via mail.

CLOUD DOCUMENT TRANSFER

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Safely send your documents to our secure folder at a time and place that suits you.

IN-PERSON MEETING

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In-house tax preparation by appointment at our office.

VIDEO ON HOW TO UPLOAD YOUR DOCUMENTS
PROTECTION PLUS

WHAT IS PROTECTION PLUS

OUR SERVICE HAS YOUR BACK

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Suppose you receive an audit notice. The tax authority will then examine an individual or business's tax returns, financial statements, and other relevant documents to ensure compliance with all applicable tax laws and regulations. This process can be complex and stressful, and individuals or businesses may require professional help to navigate the audit process.

Having an audit defense is the solution for tax issues that require professional expertise. For one low fee, our team of tax professionals can help you navigate any tax agency notices, letters, or audits related to your returns. We offer up to $1,000,000 in coverage to ensure you're protected.

SAVE 50% OFF?

FOR A NEW CLIENT ONLY. 

If you feel like you're overpaying for your tax preparation services, you may be. But don't worry; we have a solution for you.

To qualify for this discount, new customers must provide their prior year's tax return receipt during their initial visit. A minimum fee of $150 applies.

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50$ OFF
BLOG

NEWS PORTAL

KEEP CURRENT WITH TAX LAW CHANGES & ANY NEW STIMULUS PAYMENTS IN OUR MONTHLY BLOG

Are you looking for some expert tax advice? Are you curious about the latest tax changes and updates? Do you want to learn how to minimize your tax liability and maximize your refund? Look no further than our tax blog! As a seasoned tax professional with years of experience in the industry, we have a wealth of knowledge and insights that we are eager to share with you. So why wait? Head to Lindi tax blog today and start learning how to take control of your taxes and finances!
 

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AREA OF EXPERTISE

WE OFFER A WIDE RANGE SERVICES

OUR AREAS OF EXPERTISE

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Individual taxes are calculated based on your income and the tax rate that applies to your income bracket. In the United States, the federal income tax system is a progressive tax system, which means that individuals with higher incomes pay a higher tax rate than those with lower incomes.

It includes taxes on other types of income, such as investment income, rental income, or self-employment income. You may be eligible for various tax deductions and credits, which can reduce your tax liability. We can help you to optimize all of these elements 
& can prepare state returns from all 50 states & Puerto Rico.

REGISTER FOR LINDI TAX TIPS AND BEYOND

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OUR UNIQNESS

WHAT MAKES US DIFFERENT?

FREE INITIAL CONSULTATION

We know that no two people are alike — and we think that’s a good thing! We’re committed to getting to know you and your business so we can recommend the best financial services at a fair price. Our goal is to help you not only manage your money, but also get your money’s worth in everything you do.

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24/7 ACCESS TO YOUR FILES

Our secure document storage gives you data on demand. You can access your accounting or payroll documents from anywhere, anytime it’s convenient for you, even from your smartphone. 

LOWER COST

Our cost makes sense compared to different tax preparation services and ensures you are comfortable with the fee structure. We do not charge a percentage based on your refund.

WE ARE AVAILABLE

We are responsive to your questions and concerns and available throughout the year, not just during tax season, to answer any questions about your taxes or financial situation. 

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EXPERIENCED TAX PREPARER

We have 30 years of experience and expertise in individual, business, trust, and non-profit taxes. We do care about small businesses because we are a locally owned small business. We will answer your questions and communicate with you throughout the tax preparation process, and yes, we are authorized to e-file (Electronic filing) your tax return.

LICENSED

Our tax preparer has the appropriate credentials, such as a PTIN (Preparer Tax Identification Number) approved by the IRS and Listed in CTEC ( California Tax Education Council).

CONTACT US

CONTACT US

1475 POLK STREET SUITE 12, SAN FRANCISCO CA 94109

 

ENTRANCE FROM CALIFORNIA STREET:

1615 CALIFORNIA STREET

OFFICE HOURS:

MONDAY TO FRIDAY 

FROM 10 AM TO 6 PM.

SATURDAY 10 TO 3 PM

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