a better way to do your taxes
Working with Class 5 is easy as 1-2-3
1) Submit your information. The following secure forms are used to submit all of the necessary information for each service. Don't have digital copies of your documents? No problem; each form has instructions for faxing, mailing, or hand-delivering your information.
- Complete Tax Preparation: This Organizer will help you gather and submit info for full service tax preparation.
- Tax Review: If you've already started (or completed, or filed) your tax return, this is the form for you. We'll review your return, or finish up a return you've started.
- Consultation: For all other types of assistance - tax planning, help responding to an IRS inquiry, etc. - use this form to submit your info.
2) Talk with an experienced, highly-trained professional. We'll set up a time to meet with you and review your information. We're a very digital company, so we're happy to meet in person, over the phone, via chat, or whatever medium works best for you.
3) Receive the information we've prepared for you. We use an extremely secure file transfer service to send you the results of our services. It's not only secure, but "green" too! (We're happy to provide a paper print-out upon request.)
That's it! Invoices can be paid with a credit card through a secure website if you don't meet with us in person. Additional information can always be submitted through this form. And if you have any other questions, don't hesitate to contact us through any of the methods listed on the left...email, facebook, twitter, skype...whatever's convenient for you!
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Class 5 Tax
1300 Clay St, Suite 600
Oakland, CA 94612
What our clients say...
"You are very clear, knowledgeable and competent... AND very kind and patient when I obviously have little or absolutely no clue sometimes with the simplest of things involving numbers and finances. Thank you..."
-Sonja
"That advice [resulted in] an $8K swing to a refund from a tax debt. After reading your detailed rationale, I felt even more confident that the service that I was getting was the service that I needed."
-Anthony
Over $75,000 in Savings Found in 2011 for Registered Domestic Partners and Same-Sex Spouses!