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Due to the recent pandemic and requests from county officials, we have closed our Willow Glen office until further notice.  We are able to provide tax services from home and are committed to meet the upcoming tax deadlines.  We ask for your patience and that most communication and documents be sent through our portal or fax number (636-216-0400).  Also, please use my cell phone number if you have any questions (408-242-5001).  We just got done with a major deadline, so it will take another 7-10 days to finish returns we put on hold.

Welcome and thank you for visiting our website! In addition to providing you with a brief backround of Bob's history and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.


As you browse through the website, you will see that we have included useful resources such as informative articles ("Newsletter" section), interactive financial calculators ("Financial Tools" section), and tax organizers that can be downloaded in PDF format ("Info Center" section - Adobe Reader required). Additionally, I have included many links to external websites that may be of interest to you.


Please feel free to contact us with any questions or comments you may have - We'd love to hear from you. It is our commitment to be proactive and responsive to our clients' inquiries and suggestions. 


Located in the Heart of Willow Glen!



A Tax Services Firm