Please note that some directions to our office that you look up on your phone, may list our address as Pacheco because it turns into Pacheco at the intersection at the corner, but we are in Pleasant Hill.

For parking, please park in our driveway.

Our entrance is through the door in the center of the main building, NOT the red door at the foot of the driveway.

DUE TO OUR RECENT MOVE, PLEASE NOTE THE FOLLOWING INSTRUCTIONS FOR SENDING US YOUR TAX INFORMATION AND ANY CORRESPONDENCE:

If mailing via US Mail, please send to:

P.O. Box 31436
Walnut Creek, CA  94598

If dropping off your documents, please use the mail slot in our GARAGE door (driveway is to the left of the main building) at our new physical location:

759 Camelback Road, Pleasant Hill

Because UPS and FedEx will not deliver to a P.O. Box, we encourage you to mail all correspondence via US Mail.   If you wish to use UPS or FedEx, please contact us for an address to use for that purpose.

PLEASE DO NOT MAIL DOCUMENTS TO OUR LOCATION IN PLEASANT HILL.

If you would like to send us any of your documents electronically, please send it via our secure link.  This secure link can be found in Carol's signature block in any email she has sent you in the past 2 years.  You can also have your broker email your Form 1099s directly to Carol if you authorize them to do so.