Business Details
48 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Established in 1978, McKinney & Company & Company has built a reputation as a trusted provider of comprehensive accounting and tax services. Our team of five CPAs, one Enrolled Agent, and dedicated support staff serves over 600 clients, offering tailored solutions for individuals and businesses across diverse industries. We specialize in income tax preparation, financial statement creation, and business property statements, with expertise in serving machine shops, retail companies, and contractors. Our proactive approach combines thorough research, sound analysis, and open communication to help clients navigate complex tax laws while maintaining financial viability. With decades of experience in Castro Valley and surrounding areas, we pride ourselves on delivering timely, accurate advice that aligns with both current needs and long-term goals.Our commitment to excellence extends to QuickBooks implementation, cash flow management, and estate planning services that address the unique challenges faced by modern businesses. Through personalized attention and technical proficiency, we empower clients to make informed financial decisions that drive sustainable success. Our local knowledge and responsiveness have earned us enduring respect within the business community, ensuring that every client relationship is built on trust and demonstrated expertise.
Services
Tax Management
Accounting Services
Estate Planning
QuickBooks Help
Bookkeeping
Cash Flow Analysis
Financial Projections
Entity Restructuring
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of experience in tax and accounting services
- Our team includes five certified public accountants and an enrolled agent
- We provide personalized financial solutions tailored to local businesses
- We implement advanced QuickBooks accounting systems for optimal efficiency
- We maintain year-round compliance support for evolving tax regulations
Services
Tax Management
Our comprehensive tax management services help individuals and businesses minimize liabilities while maximizing financial opportunities. We provide strategic planning, compliance filings, and regulatory guidance tailored to each client's unique circumstances. With continuous monitoring of tax law changes, we ensure optimal positioning for both current obligations and future planning.
Accounting Services
From startups to established enterprises, our accounting services deliver accurate financial records and insightful reporting. We handle general ledger maintenance, financial statement preparation, payroll processing, and system implementation to support informed business decisions. Our expertise ensures compliance with accounting standards while providing actionable financial intelligence.
Estate Planning
We specialize in creating customized estate plans that ensure smooth asset transfer while minimizing tax burdens. Our services address wills, trusts, and succession planning for both personal estates and business ownership transitions. Through careful analysis of tax implications, we help clients protect their legacies and facilitate seamless wealth transfer.
QuickBooks Help
Our QuickBooks specialists provide complete implementation, training, and optimization services for small businesses. We handle software installation, customized setup, and ongoing support to maximize the platform's capabilities. Through personalized training and system reviews, we ensure accurate financial tracking and reporting for better business decision-making.
Bookkeeping
We offer complete bookkeeping solutions that maintain accurate financial records while freeing business owners to focus on operations. Our services include transaction recording, account reconciliation, and financial reporting. By implementing efficient systems and controls, we ensure reliable financial data that supports strategic business management.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including financial statements, payroll processing, system setup, and cash flow management tailored to small business needs.
How can you help with tax planning and preparation?
Our tax professionals offer strategic planning, compliance filings, and regulatory guidance to minimize liabilities while ensuring complete compliance with current tax regulations.
Do you provide QuickBooks support and training?
Yes, we offer QuickBooks implementation, customized setup, personalized training, and ongoing support to optimize your accounting operations.
What estate planning services are available?
We create customized estate plans addressing wills, trusts, and succession strategies to ensure smooth asset transfer with minimized tax implications.
