TO MAKE AN APPOINTMENT, HOVER OVER THE TAB FOR THE APPOINTMENT TYPE DESIRED TO LEARN MORE ABOUT THESE CHOICES

We are very selective in our clientele. For the most part, we prepare only individual income tax returns, and look for clients who want these returns prepared not only with integrity, but with a thoroughness designed to reduce tax liability to the greatest degree legally possible. Because we are tax litigators, and must justify any position we take with valid law when facing IRS and DOJ attorneys, not to mention federal judges, we must know the law far better than any non-attorney tax preparer. It is not uncommon for such preparers to "make it up as they go," willing to tell a client anything to make them happy, no matter how illegal or improper, in order to keep their business.

More information about about our attitude and philosophy may be found by clicking HERE.

If, like many hundreds of our clients you would rather not deal with the hassle of finding time to drive to an office and sit waiting for your tax return while there are a thousand better things you could be doing, then just email or fax the information as described in the Guide to a Telephone Conference link below at least one week before your phone conference. It doesn't matter how complex your tax return is, as long as we have all the information we need in advance.

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IMPORTANT! PLEASE READ THIS GUIDE TO A TELEPHONE CONFERENCE WHICH CONTAINS DETAILS ABOUT WHAT TO UPLOAD TO OUR SECURE CLIENT PORTAL PRIOR TO YOUR APPOINTMENT

TELEPHONE CONFERENCES ARE AVAILABLE IN 2026

We know that many clients prefer a face to face conference when completing their annual tax returns. We offer a 30 minute appointment in Stockton for clients with straightforward tax issues, and an hour appointment for those clients who may have a more complex situation.

IMPORTANT! PLEASE READ THIS DETAILED EXPLANATION OF WHAT TO BRING OR SEND FOR AN APPOINTMENT FOR YOUR 2025 TAX YEAR RETURNS

CLIENTS OF ATTORNEY KEVIN REGO MAY MAKE APPOINTMENTS OR ARRANGE OTHER SERVICES BY CLICKING HERE OR EMAILING KEVIN DIRECTLY AT kevin@timkelly.com

FOR A MAP TO OUR STOCKTON LOCATION, CLICK HERE.

tim@timkelly.com

TO MAKE AN APPOINTMENT WITH ATTORNEY TIM KELLY CLICK HERE TO GO TO OUR APPOINTMENTS PAGE