Tax Prep Directory
Individual Tax Prep

Tax-Aid

4.8 ·  17 Google reviews
· 235 Montgomery St #1155, San Francisco, CA 94104
Overview

Who sits at the desk.

Use this page to prep a call with Tax-Aid in San Francisco, CA.

It maps public-source signals against questions that usually decide a atoz tax job fit. The public pass returned no documented service signals here, which is unusual. Treat the call below as the primary data — ask for specifics on services, recent jobs, and on-staff certifications. No structured homeowner use-case mapping is on file. Ask the dispatch what their typical recent jobs are — small repairs, full replacements, or commercial maintenance contracts. A defensible quote should break out major job phases — diagnosis, parts, labor, follow-up — as separate line items. If they bundle everything into a single round-number fee, ask what is and is not included. California and the broader Pacific-mixed climate (CA) blends coastal humidity, drought ordinances, and wildfire-season risks; local providers usually know the regional regulations better than imports. Treat the writeup as orientation, not vetting. The real-time dispatch conversation and written estimate carry the rest.

Snapshot

The four things worth knowing.

Specialty
Individual Tax Prep
Individual & business returns
Credentials
Ask firm
Verify before engagement
Client Rating
4.8 / 5
17 Google reviews
Phone
(415) 229-9240
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Identifies as women-owned
Weekly schedule

When the doors are open.

Monday
11 AM to 3 PM
Tuesday
11 AM to 3 PM
Wednesday
Closed
Thursday
11 AM to 3 PM
Friday
Closed
Saturday
Closed
Sunday
Closed

Hours typically extend during January–April filing season. Confirm appointment-only windows when scheduling.

What clients said

In their own words.

Attention to detail, clear instructions, great communication!

I received absolutely not any return.