Time College Expenses for Tax Savings
Higher education is expensive, but federal tax credits can ease the burden — especially if you time tuition payments wisely before year end.
Read articleIndividuals
Danville, California · Since 1991
You’ve worked hard to get here. You deserve a CPA who works just as hard for you.
Personal, year-round tax preparation, planning and accounting from Sandy J. Hodges, CPA — a trusted advisor to San Ramon Valley families and businesses for more than three decades.
30+Years of experience
800+Individual clients
40+Business & corporate clients
A note for the current tax season
Sandy is not accepting new clients at this time. Existing clients, please book your appointment before April 10 so there is time to complete your return properly — later appointments may require an extension. Need a personalized tax organizer or a copy of a prior-year return? Email Sandy or log in to the client portal.
How we help
Tax and accounting services, handled personally.
Whether you file a simple return or run a growing company, every client gets the same attention to detail — and the same CPA, year after year.
Tax Preparation
Accurate individual and family returns, checked and rechecked, e-filed for faster refunds, with commonly missed deductions captured.
Learn moreTax Planning
Proactive strategies throughout the year — not just in April — to defer, reduce and legally minimize what you owe.
Learn moreSmall Business Accounting
Books behind? No problem. Catch-up bookkeeping, Schedule C and business returns, plus a simple system to stay organized.
Learn more
1991Serving Danville
clients since
clients since
Meet Sandy
From 30 returns to 800+ clients — one relationship at a time.
Sandy J. Hodges is a California-licensed Certified Public Accountant with more than 30 years of experience. What began as 30 tax returns in her first year has grown, almost entirely through client referrals, into a practice serving well over 800 individuals and 40+ corporate and accounting clients.
- Personal attention. Large accounting client or small tax client, every relationship matters.
- Available year-round for tax questions — not just during filing season.
- Always current on tax law through frequent continuing education and seminars.
What to expect
A simple, well-organized process
Book your visit
Schedule online or by email. Returning clients can request a personalized tax organizer.
Share documents securely
Upload W-2s, 1099s and statements through the encrypted client portal — no email attachments needed.
Review & plan
Sandy prepares and reviews your return, flags opportunities and talks through next year’s strategy.
E-file & relax
Your return is filed electronically and stored in the portal for easy access whenever you need it.
Client tools
Everything you need, in one place
Secure Client Portal
Your data is protected with bank-level, multi-layer security. Upload documents and download past returns 24/7.
Tax Due Dates
Key federal and California deadlines for individuals and businesses, all in one calendar.
Track Your Refund
Quick links to check the status of your federal and California refunds.
Record Retention Guide
How long to keep tax returns, receipts, property records and business files.
Insights
Featured articles
Timely, practical tax tips from Sandy’s monthly client newsletter.
Business
Should Your Business Donate Excess Inventory?
Inventory that’s unlikely to sell may be worth more as a charitable deduction. Here’s what to weigh before year end.
Read articleBusiness
Navigating the Excess Business Loss Limit
Expecting a 2026 business loss? Rules may limit how much you can use to offset other income. Plan ahead to avoid surprises.
Read article
Let’s talk
Questions about your return or your tax picture?
Existing clients can book an appointment online or send a note anytime. Sandy answers personally.