Addfi Tax

8880 Cal Center Drive, Suite 400 (4th Floor)
Sacramento, CA 95826

Phone: 916-647-9590. Fax: 916-209-8728


About Us


Let’s face it. Sometimes understanding and filing your taxes isn't as easy as it seems. For most of our clients, they come to us in need of some serious help to get their lives and their businesses back on track. Here at Addfi Tax we've seen it all. Most of our clients have come close to losing everything from their life savings to their families. We're here to help you get your life back on the right tax track quickly and efficiently.


Addfi Tax provides individual tax preparation with the personalization that software packages can't.


With more than 15 years of experience in tax & accounting, Addfi Tax provides excellent service to our clients. Our team of tax specialists will research, and bring about the most effective opportunities ensuring our clients the successful outcome they deserve.

We are proud that so many of our clients have repeatedly turned to us for counsel and representation. We are determined to work hard to earn our clients loyalty every day.


IRS Tax Problems

 We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.


Are you having problems with the IRS?

Before you call one of the large advertisers claiming to solve your problems for pennies on the dollar, take the time to talk to your trusted, Sacramento based tax expert.

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

Resolve your tax problem with the peace of mind that you are in good hands.  Please call our office at (916) 647-9590 to set up a free consultation.

We can help you with the following:

  • Wage Garnishment
  • Bank Levy
  • Threatening Letters
  • IRS Audit Notification
  • Non-Filing
  • Back Taxes
  • Liens
  • Offers-in-Compromise
  • IRS Seizures
  • Innocent Spouse

Tax Preparation and Planning

 Don't pay more tax than you pay legally owe.


Addfi Tax has the expertise to provide you with the services that you need. The tax code is complicated. Addfi Tax is dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

  • Individual Tax Preparation
  • Business Tax Return Preparation 
  • Partnership & Corporate Tax Preparation
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups


Accounting & Bookkeeping


Every hour you spend on accounting is an hour you could have used growing your business. Maximize the return on your time investment by contacting Addfi Tax today.


Whether you are a start-up business, a growing business or a mature corporation, Addfi Tax has the expertise to help you. Through prompt and timely service, along with an intimate knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

We can handle it all, from your payroll needs to banking and check writing.  If you’re having issues preparing your financial statements, we can tackle them for you.  You name it…we can do it!

Why hire staff?  Let Sacramento based Addfi Tax do your monthly bookkeeping at a fraction of the cost of a full-time employee.

Our talented team is experienced with all the major accounting software programs, such as QuickBooks.  We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis.

When you retain our services, we make it a priority to learn your goals and operations quickly so we can hit the ground running.  Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.


What is an “Enrolled Agent?”

 Enrolled Agent (EA) is a prestigious designation from the Internal Revenue Service.  EAs must pass a rigorous examination, a background check, and meet lengthy annual continuing professional education requirements.  That’s why EAs account for less than 10 percent of all tax practitioners – and are considered a cut above the rest.  By selecting an Enrolled Agent to handle your taxes, you are assured a superior level of taxation expertise – so you can be confident of thorough, insightful service and uncommon professionalism that makes a real difference.    

What Type of Services Does an Enrolled Agent Offer?


Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents’ expertise in the continually-changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm’s seasoned professionals are experts in all areas of taxation including:

  • Individual Returns
  • Payroll Tax Issues
  • Business Returns
  • Sales Tax Returns
  • Rental Income Returns
  • Business Consultation
  • Expatriate Returns
  • Fiduciary & Estate Returns
  • Corporation Returns
  • Bookkeeping
  • Partnership Returns
  • Audit Representation
  • LLC Returns

Do Enrolled Agents Provide Planning Services?


Because of their expertise in taxation, Enrolled Agents are well-suited to provide tax planning services. The best way to enhance your tax position is with careful planning – to ensure you will be prepared when tax time rolls around. Our firm offers a full range of planning services including, but not limited to:

  •    Individual Tax Planning
  •    Business Tax Planning
  •    Business Organization
  •    Rental Properties
  •    Foreclosures and Repossessions
  •    Retirement
  •    Investments
  •    Sales and Exchanges
  •    Pension Plans
  •    Education Planning
  •    Finance & Refinance Planning
  •    Home Purchase and Sale Planning

Does This Firm Provide Year-Round Service?

We are here for you twelve months a year, not just during tax season.  Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call. 

Will My Information Be Kept Confidential?

 We maintain a policy of the strictest confidence concerning our clients’ affairs.  You can rest assured that no one will learn about your business or tax status – even relatives, associates or friends who might have referred you to us.

Privacy Policy

We have focused on implementing fair information practices that are designed to protect your privacy


You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Contact Us

Get in Touch


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Please call for appointment.