Bay Area Tax Services You Can Depend On
Business: Corporations, LLCs, Partnerships
Personal: Self-Employed, Stock Options, Multi-State
Real Estate: Rental Properties, Foreclosures, Short Sales, 1031 Exchanges
Trust Tax Return Preparation
Strategic Tax Consultant
Audit Representation
Accurate: Up-to-the minute tax knowledge and over 25 years tax preparation experience means your tax return will be accurate. As a CPA, I am required to continuously update my tax preparer education. Which isn't a problem because, crazy as it sounds, I actually enjoy what I do.
Accessible: If you have a tax question or concern, email me and I'll get back to you within 24 hours.
Personal: At my small CPA firm, you will deal only with me, not an assistant or secretary. It's great to have a tax preparer who knows you and your particular tax situation.
Prompt: When you're ready to take care of your tax filing, your tax returns shouldn't take too long. Personal tax returns generally take a week if all the information is present, and I offer a 10% early-bird discount. Business tax returns take a bit longer, but usually 2 - 3 weeks if all of the information is available. Of course, accuracy always comes first, but I have found that it's not difficult to be both quick and accurate.
I am a native Californian and a Bay Area resident for over 20 years. After attending CSUN and UCLA, I trained at a "Big Four" CPA firm in Los Angeles and San Francisco. I believe that I bring large-firm expertise with small-firm personal service.
Free initial consultation & review of prior year's tax returns. Free parking & good coffee!
