Appointments

We’d love to connect in person!

We are happy to serve your Bookkeeping & Tax preparation need from any of two locations below. Feel free to schedule your Tax Preparation, Accounting consultation, Bookkeeping, Payroll or Notary service appointment

Elk Grove Office:

Appointment in Elk Grove Office:

Sacramento Office:

Appointment in Sacramento Office:

FAQ

Every taxpayer’s situation is unique, and thus it is impossible to list all the items one must bring in for a tax appointment for every type of tax situation.  When in doubt, bring the item in question to your tax appointment.

We would like to sit down and talk with you. The interview process may take from 30 minutes to 1 hour depending on your sources of income and deductions.

If you need us to send your W-2 forms or tax return(s) to someone else, i.e. a bank, financial advisor, etc., please call our office so we can have you sign the disclosure form. This applies to any type of communication with anyone other than you.

Accounting Edge Bookkeeping & Tax Services is a team of talented bookkeepers and tax professionals with good work ethics, proactive attitude and strong client focus. We will always give that little bit extra personal care to put a smile on your face. We are confident that you will be delighted for choosing our bookkeeping & tax preparation service.

We have implemented very detailed and elaborate measures for your data protection, privacy and confidentiality. All our systems and servers are protected by bank level systems and firewalls. Our fool proof measures ensure 100% data security.

When we setup your appointment our scheduling system sends you an appointment confirmation email, within that email there are two options to either reschedule or cancel your appointment. Alternatively, you can call our office so we can either reschedule your appointment or come up with a different arrangement that will serve your needs. If you are concerned you may not be able to keep your tax appointment due to bad weather or sickness (or you just want to be in the comfort of your home), please call our office and drop off all your tax information before the day and time of your appointment. If you drop off your tax information before your appointment, we will be able to work on your tax return during the originally scheduled time. You can also reference the Instructions for Drop Offs checklist which you will find on our website.

We can take just about anything except foreign currency!  Seriously though, we can accept the following forms of payment:

  • Cash
  • Checks
  • Credit Cards
  • Debit Cards

We try to make our fees as reasonable as possible, but we understand when times are tough.  We give our clients the option to have your fees taken out of your refund automatically for a small fee .  Besides printed check or direct deposit to your bank account you may also have your refund put on a Visa prepaid debit card to spend anywhere that accepts Visa.  This is yet another convenience factor we offer our clients!

Download Tax
Preparation & Other
Checklists

Before your appointment for Tax preparation, bookkeeping, entity formation or payroll please download the Checklist and bring everything that apply to your appointment.

Tax Laws And Regulations Are Changing All The Time:
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As an individual or a business owner, it’s important to stay up to date on current tax laws so you can ensure you’re
paying the right amount each year.