COVID 19 CHANGES: Thank you for your continued patience. We are open this year but we are limiting the number of people in our office and therefore our lobby will be closed. To help expedite the process, you may send us your taxes via e-mail, fax, or drop-off prior to your appointment. OR you could still bring them in with you. If you do not feel comfortable with coming to our office, appointments are available via the phone, Skype or Zoom. Appointments are limited to 2 people visiting the office. For each person who does come to the office for their appointment, we ask that you wear a mask and your temperature will be taken. Once you check-in, we will ask that you wait outside and we will contact you when your tax preparer is ready. We have spaced out our appointments to allow time for our staff to disinfect each area.
For the safety of our staff and our clients, we ask the following:
- If you have a mild fever or are experiencing any symptoms, please stay home. We can complete the appointment on the phone or via Zoom.
- Since our lobby is closed, children will not be able to wait in our lobby.
Preparing Tax Returns For Individuals And Businesses For Over 40 Years
Located in Downtown Pleasanton, CA near the San Francisco Bay Area, Conley’s has represented many local clients and businesses all around. With specializations in First Responders, our CTECs and EAs also provide tax preparation and assistance in stocks sales, foreclosures, 1099/1096 producing, tax estimates and much more! We are here to help you in your tax planning and provide the privacy you need.
Our family business has been in the practice for 50 years, and have had a store front for over 40 year.
TWITTER FEED
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Our landlord has asked for our clients to please not use our parking lot, but to use the public big lot next to us. Thank you, all.
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Biden has signed a bill today, that will allow a 3rd stimulus for 2021, and some unemployment forgiveness for 2020… https://t.co/bi00rXgxah
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Stay healthy, clients! And If you’re currently sick, we advise you to email us your tax documents rather than bring… https://t.co/VSb4Qx17Fq
Contact
➤ LOCATION
618 Main St
Suite C
Pleasanton, CA 94566
☎ Preparers
Pconley@conleystax.com
Kconley@conleystax.com
Mbrown@conleystax.com
Ajmccloud@conleystax.com
FOR APPOINTMENTS
Kwalls@conleystax.com
T: (925) 846-6594
F:(925) 846-7387
Areas of Practice
First responders
From police, to firefighters, to paramedics, we understand the amount of cost that arise for your own work related expenses. Many First Responders are a part of our own families, so we are mindful of all the things that one may be able to write off.
retireees
Now that you are retired, you may want to start drawing on your investments. We can help guide you on what your tax liabilities may be and help you calculate your Required Minimum Distribution.
TELEVISION, FILM, & THEATRE
The entertainment industry has quite a bit of deductions that individuals may never think about. Not only are we here to educate you on those deductions but to also advise you on proving your business legitimacy.
sales people
You may be working for a company, but when they give you a 1099 at the end of the year, its a reminder that you are your own boss. We will work with you on keeping proper books as well as create any 1099s that you may need to give.
first-time business owners
First time Schedule C users over look many deductions. We remind our clients consistently that your business is more of your personal life then one may know. Assisting clients with mileage logs and proper documentation is very important to us.
real estate agents
Are you a W2 employee or a 1099 employee? Are your dues a Misc. Deduction or a Business expense? Let us help guide you in the right direction.