SERVICES

Tax Office & Associates™ provides an array of professional Tax and Notary Public services for Individuals and Small Businesses

Tax Preparation

Tax Office & Associates™ is a bilingual tax firm located in Petaluma, California and servicing taxpayers throughout California and the United States. We treat every client with respect, honesty, and integrity.

Tax Planning

You can legally pay less in taxes If you plan for claiming deductions and credits. THE CURRENT FEDERAL income tax brackets range from 10% to 37%, but you can get away with paying less in taxes if you're smart about claiming deductions and credits.

Tax Resolution

Tax Office & Associates™ are tax and resolution specialist licensed as Enrolled Agents with unlimited representation rights to practice before the IRS.

Small Business

If you are starting your own business or are formalizing your side-gig business, there are various methods of creating a business entity.

E-File

Provided as part of our tax service.

Immigrant Tax Returns

In the United States everyone with income above certain levels is expected to file a tax return. That’s not true in all countries around the world. In many countries, the government withholds taxes from paychecks, and the individual never has to directly file an income tax return. The Internal Revenue Service (IRS) is the U.S. agency responsible for collecting taxes. Any individual filing a U.S. tax return is required to state his or her taxpayer identification number on such return (Please see ITIN Services).

ITIN

Get your ITIN Tax Office & Associates™ can help. Let Tax Office help you comply with your income tax filing obligations . . . Legally and Accurately!*

Free Consultation

Tax Office & Associates™ provides free half-hour consultations. Call us and let's get your first tax question answered right now!

COURIER SERVICES

DOCUMENT PICK UP AND DROP OFF: Our office can schedule an appointment to come by and pick up or drop off your documents if it is impossible for you to deliver them or receive them electronically or by mail.

Bookkeeping

Tax Office & Associates™ provides small business bookkeeping services. Call us now to discuss how our bookkeeping services can help you achieve your business goals.

Business Formation

Tax Office & Associates™ provides small business formation services. Call us now to discuss how our business formation services can help you achieve your business goals.

EIN Application

Tax Office & Associates™ provides small business Federal and State EIN Application services. Call us now to discuss how our EIN Application services can help you achieve your business goals.

Notary Public

Tax Office & Associates™ provides Notary Public services through its wholly owned subsidiary, Legacy Notary Services™. Our office provides mobile notary services for all your notary needs in both English and Spanish. Whether you are an individual, attorney, title company, loan originator, or real estate professional, we specialize in traveling to our clients’ homes, places of business, hospitals or any agreed upon location.

Mobile Notary Public

Tax Office & Associates™ provides Mobile Notary Public services through its wholly owned subsidiary, Legacy Notary Services™. Mobile notary services for all your notary needs in both English and Spanish. We are a locally owned Petaluma business serving the North Bay-specializing in Sonoma, Marin and Napa counties. Call us now at 707-285-7105 to schedule appointment or to obtain a free quote or email our office at LegacyNSA@outlook.com

Loan Signing Agent

Tax Office & Associates™ provides Loan Signing Agent services through its wholly owned subsidiary, Legacy Notary Services™. Our Certified Loan Signing Agents provide superior bilingual real estate closing assistance with loan documents received from a Lender, Title Company or Escrow Office in both English and Spanish.

Translations

Tax Office & Associates™ provides Translation services through its wholly owned subsidiary, Legacy Notary Services™. We specialize in Certified Spanish to English translation of biographical documents including, but not limited to, Birth Certificates, Marriage Certificates, Divorce Decrees, and Death Certificates.

Apostille

Tax Office & Associates™ provides Apostille services through its wholly owned subsidiary, Legacy Notary Services™. Our office will take care of all of the details to authenticate your documents for foreign use. An Apostille is a certificate that authenticates the signature of a public official on a document for use in another country. The California Secretary of State provides an Apostille to authenticate California public officials' signatures on documents to be used outside the United States of America.

Advance Healthcare Directive

Tax Office & Associates™ provides assistance with preparing Advance Healthcare Directives through its wholly owned subsidiary, Legacy Notary Services™. Our office will walk you through the process and notarize the Advance Healthcare Directive.

Legacy Financial Services & Associates

Tax Office & Associates™ provides additional Financial Services through its wholly owned subsidiary, Legacy Financial Services & Associates™.

Non-Profit

Federal Filing Requirements for Nonprofits Most charitable nonprofits that are recognized as tax-exempt have an obligation to file an annual information return [1] with the IRS.

Knights of Columbus and Taxes

Hello Brother Knights! I am a Third Degree Knight and Treasurer of my Council, in addition to being a licensed Enrolled Agent. I accepted the appointment to be the Treasurer to help my Council reinstate their tax-exempt status with both the Internal Revenue Service (IRS) and the California Franchise Tax Board (FTB).

Real Estate Agent

Federal Filing Requirements for Nonprofits Most charitable nonprofits that are recognized as tax-exempt have an obligation to file an annual information return [1] with the IRS.