We are finding that due to the complexity of most tax returns and in appreciation of your time and expense to get to the office, your interests are best served by sending us your tax return information by mail, email or fax, or by dropping it off at the office as soon as possible. Click here to download a copy of the questionnaire. We will then prepare a draft of your tax return for review by you, either by telephone, email or in person, at your choice and convenience. 

We are always happy to see our clients whenever they choose to come to the office in person. We think the best time to do that is after your tax return is prepared or almost prepared. We will extract from you those last couple of items we needed or weren't sure about. We will complete the review of your return and we will all be ready to file minutes after your review.

So...gather up that information, get it to us and make us work hard to have it done by your appointment time, but be sure and give us about a week to get it done for you. I think you will find this the most beneficial way of getting your taxes done and, hey...you might even get it filed on time this year.

Please call the receptionist at 408-236-2444 or click here to schedule your exit review appointment today. Call Linda Brady at 408-236-2444 x 5 if you have any questions.

Send your documents to: 

Email

Click Here to email the Tax Assistant

Fax

408-236-2484

Mail

Slade & Associates, Inc. dba TaxMasters

3550 Stevens Creek Blvd. Ste 330

San Jose, CA 95117