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Notice to our clients

There are multiple ways you can return your tax organizer to us!

Return to our office - we have a mail slot for after hour drops.

Mail it back to us - please mail certified so we can confirm receipt.

Upload via Smartvault - use a scanner and upload the document into Smartvault. 

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Business

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Individual

Preparation

Multi-State returns 

Tax Planning and Projection

IRS Representation

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Optimizing opportunities in the tax laws to reduce your tax liability
Litigation support and forensic accounting

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Business

Growth 

Partnership

Limited Liability Company (LLC)

S-Corporation

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Nonprofit Organizations
Disregarded Entity
Property tax returns
Sales Tax Returns

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Estates & Trusts

Reassurance 

Estate and Trust Planning 

Preparation of Fiduciary and Estate tax returns

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Form 706 - Estate tax return
Form 709 - Gift Tax Return
Form 1040 - Decedent's final tax return
Administration and settling of estate

Riccabona and McGee LLP provides a wide range of services to individuals and businesses in a variety of industries. At Riccabona and McGee  LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

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Contact Us

2425 Porter Street, Suite 2, Soquel, CA 95073 

contact@cpacentralcoast.com  |  Tel: 831-221-0720

8:00 AM - 4:00 PM
Monday - Thursday

8:00 AM - 12:00 PM
Friday

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