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Expert Advice for Your Financial Success

NorCal Business & Tax Services, Inc. is a full-service accounting firm located in the heart of Morgan Hill, CA. Established with a vision to provide exceptional accounting, tax, and business services, we have been serving clients throughout California with unwavering dedication and professionalism. With a team of licensed and experienced accounting professionals, we cater to a wide range of clients, from small businesses and independent professionals to executives and individuals. At NorCal Business & Tax Services, Inc., we are committed to providing tailored solutions that help our clients protect their assets, optimize their finances, and achieve their financial goals.

Business Services

At NorCal Business & Tax Services, Inc., we offer a comprehensive range of services specifically designed to help businesses operate at peak performance. From increasing efficiency and ensuring compliance to boosting revenue and profits, our team provides expert guidance and support every step of the way. Our business services include:

  • Financial statement preparation
  • Cash flow management
  • Budgeting and forecasting
  • Payroll services
  • Sales tax reporting
  • Business advisory services

Tax Services

Navigating the complex and ever-changing landscape of tax laws can be overwhelming for businesses and individuals alike. At NorCal Business & Tax Services, Inc., we are dedicated to helping our clients take full advantage of all available deductions and credits, ensuring that they never pay more in taxes than they need to. Our comprehensive tax services include:

  • Tax planning and compliance
  • Business and personal tax preparation
  • IRS audit representation
  • Resolution of tax problems and disputes
  • Assistance with back taxes owed
  • Tax issue prevention strategies

QuickBooks Services

QuickBooks is the industry-leading accounting software for businesses, and at NorCal Business & Tax Services, Inc., we can help you put this powerful tool to work for your business. From initial setup and training to ongoing support and troubleshooting, our QuickBooks services are designed to help you get the most out of this versatile software. Our QuickBooks services include:

  • QuickBooks setup and customization
  • Training for you and your employees
  • Ongoing support and troubleshooting
  • Data file review and cleanup
  • Add-on solutions and integrations
  • QuickBooks consulting and advisory services

Services for Individuals

As a trusted accounting firm, NorCal Business & Tax Services, Inc. is dedicated to helping individuals protect their assets, minimize their tax liabilities, and achieve their financial goals. We provide personalized accounting services that prioritize your unique needs and ensure the best possible outcomes. Our services for individuals include:

  • Personal financial statement preparation
  • Budgeting and financial planning
  • College and education planning
  • Retirement planning
  • Estate planning
  • Tax preparation and planning

As we continue to grow and adapt to the ever-changing needs of our clients, NorCal Business & Tax Services, Inc. remains steadfast in our commitment to providing unparalleled accounting, tax, and business services. Whether you are a business owner, executive, or individual, we are here to help you navigate the financial landscape and achieve your financial goals. Contact us today to schedule your free consultation and discover the NorCal Business & Tax Services, Inc. difference.

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