CPA Refers Client for Yearly Deed Transfers

Case Study From Barbara Theobald, Walnut Creek


I recently received a phone call from a client whom I’ve helped every year for the past few years. She and her husband live in Berkeley and own a number of California properties. Every year they gift a percentage of four of these properties to each of their four children to avoid gift taxes, as advised by their CPA, who also happens to be our client.

Their attorney was taking too long to complete the work

Their attorney used to help them with all their affairs, but began taking too long to get things done, so our client, the CPA, referred them to us to help with the deed transfers. They’ve been delighted with our services, and toward the end of every year, we expect a call from them to create Grant Deeds, which we notarize and file with the office of the Alameda County Clerk-Recorder. According to the law, they can give up to $14,000 to each child per year and still avoid reporting the gift to the IRS.

We’re very proud of the fact that more than 60% of our business comes from referrals or repeat customers like this one.

During this extraordinary time of COVID-19 closures, California Document Preparers is still open for business. We are continuing to operate in light of the Shelter-in-Place order, especially over the phone, via video chat, or through the website.


You may call our Oakland or Walnut Creek offices at their regular numbers and someone will answer:
Oakland:  (510) 452-2320
Walnut Creek:  (925) 407-1010

You can also call our Dublin office at (925) 479-9600 and you will receive a return call as soon as possible.


Our top priority is safety.  We also acknowledge that many of you have expressed an urgent desire to prepare your estate documents in light of the current public health crisis.  We are there for you and ready to assist.


The times have changed, but our dedication to service has not.  We appreciate your continued support and wish you and your family stay well under these difficult circumstances.


California Document Preparers

Helpful. Compassionate. Affordable.