Introduction: We offer full-service tax and accounting services for individuals, businesses and estates.
For individual tax clients, we do the following:
* emphasize working one on one to get to know you and your specific situation
* skillfully analyze your filing needs to ensure you are getting a tax return that is accurate and fair and taking full advantage of all of your allowable credits and deductions
* stay on top of the latest tax code and GAAP standards
* offer year-round service at our two East Bay locations: El Cerrito and Martinez
Our areas of expertise include registered domestic partnerships and foreign tax and income concerns.
For our business and accounting clients, we do the following:
* Preparation and analysis of financial statements (P&L, balance sheet, and income statement)
* Review of business bookkeeping, bookkeeping, and setting up of QuickBooks
* Tax planning and consulting throughout the year
* Developing a tax minimization strategy
* Payroll services and Payroll tax return preparation
* Sales tax return preparation
* Selecting a proper entity structure (LLC, Inc., and partnership)
* Forecasting cash flow
* Executing a Section 1031 exchange