Special Considerations

Appointments Are Needed for the Following

  • Foreign Students with F, J, M, or Q Visas

  • In Need of an ASL Interpreter

  • Sale of Principal Residence

  • 16+ Stock transactions

Call Jane O'Hollaren at (510) 574-2026

Out of Scope

  • Married Filing Separately

  • Foreclosures / Short Sales

  • Expenses over $25,000 (for Sole Proprietors)

  • Business Losses

  • Depreciation Expenses

  • Home Office Expenses

  • Rental Income with Rental Expenses

  • IRA Conversions

  • Out of State Income

  • Non-Resident Aliens - 1040NR

  • Other Topics May Also Be Out of Scope