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 info@cataxservices.com.

Meetings for the 2024 tax season will begin on February 10 and go to March 31. To make an appointment, please click on the link for the respective agent:

Ian Teh   |   Ashley Garcia

NOTICE: Ian will only be accepting corporate client appointments March 7th – March 17th. If you are a corporate client seeking an appointment during that time, please email info@cataxservices.com or call the office at (925) 462-0538 to make an appointment.

REMINDER: We require you to give us your 2024 tax related documents 1 week prior to your appointment. You can either email them to info@cataxservices.com, drop them off in person, or upload it to your Client Portal. If you do not have a Client Portal & are interested, please email info@cataxservices.com or send a request through our website.

Email info@cataxservices.com with any questions.

From February 10 – March 31st, our appointment hours are:
Monday: 10:00 am – 5:00 pm
Tuesday: 10:00 am – 5:00 pm
Wednesday: CLOSED
Thursday: 10:00 am – 5:00 pm
Friday: 10:00 am – 5:00 pm
Saturday: 10:00 am – 4:00 pm
Sunday: CLOSED

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.