Gail A. Stan, EA

Open year round in San Ramon, California. We provide income tax return preparation and advisory services for individuals, small businesses and non-profit organizations. We prepare US federal and multi-state tax returns, as well as Canadian federal and provincial returns. To find us, look for the Bishop Ranch 6 parking area, Building 2430/2440. Located in Suite 275.

Our mission is to guide our clients to financial peace of mind, by assisting them in every aspect of their financial lives - from preparing their tax returns, to designing investment portfolios, to planning for retirement and leaving a legacy.We specialize in helping clients develop comprehensive, holistic financial strategies that fit their unique needs and enable them to meet both short and long term objectives.We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.