Collabria Capital, Inc
Collabria Capital is a fee-only fiduciary financial planning firm in San Ramon helping mid- to late-career Bay Area professionals simplify complex finances, manage stock options, reduce taxes, and retire with clarity through a high-touch.
01/09/2025
Tax season is right around the corner and I know what a daunting task this can be on top of your other responsibilities. Whether working with a tax professional or doing it on your own, you may feel stressed.
To help speed things along, I’ve put together this checklist of documents you’ll need to file your return [https://www.collabriacapital.com/ebooks]
Feel free to use it as needed or provide it to your accountant to make sure this tax season goes off smoothly.
Disclosure--This post is for informational purposes and doesn’t replace personalized advice. Be sure to consult your tax, legal, or accounting professionals before making any changes to your tax strategy.
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Address
2603 Camino Ramon
San Ramon, CA
94583
Opening Hours
| Monday | 7am - 5pm |
| Tuesday | 7am - 5pm |
| Wednesday | 7am - 5pm |
| Thursday | 7am - 5pm |
| Friday | 7am - 5pm |