Request Appointment

Meetings this year will only be for 30 minutes. If you feel you will need 1 hour, please call the office at 925-462-0538 or email

CLICK HERE to access the calendar to set up an appointment with Ian Teh or Ashley Garcia.

If you don’t see any available time that works for you, or if you run into any issues with using the online calendar, please call the office at 925-462-0538 or email


Reminder: We require you to give us your 2023 tax related documents 1 week prior to your appointment. You can either email them to info@cataxservices, drop them off in person or upload it to your Client Portal. If you do not have a Client Portal & are interested, please email or send a request through our website.

Email with any questions.


Our out-of-season office hours are:
Monday: 9:00 am – 5:00 pm

Wednesday: 9:00 am – 5:00 pm

If you need to visit us outside of Monday or Wednesday, please set up an appointment in advance.

From February 25 – April 1st our hours are:
Monday – Saturday: 9:00 am – 5:00 pm