Our Step-by-Step Process

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.

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.

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

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.