our Step-by-Step process

  1. Initial Contact

    Reach out to Tax Crunch by emailing jchan@taxcrunchsf.com or by calling (650) 273-3910 to discuss services you need and how you would like to meet. Please note: missed calls without a voicemail will not be returned to avoid spam.

  2. In-person or Remote Meeting/Document Submission

    You can choose to simply discuss your needs by phone, Zoom meeting, or in-person at our office located at 333 Gellert Blvd #142, Daly City, CA 94015.

    You may submit your documents securely via our Dropbox link or physically during an in-person meeting.

  3. Service Preparation

    We will begin work on your tax or accounting services and keep you informed of our progress throughout the process.

  4. Delivery & Review

    Once your return or service is complete, we will provide the final documents and schedule a meeting to address any questions or concerns you may have.