Business Details
Trusted Tax & Financial Services in Belmont, CA
The Jeffrey Anton Tax & Business Services has been delivering personalized financial guidance to individuals and businesses on the Peninsula for over three decades. Our expertise spans tax management, financial planning, retirement strategies, and employee benefit planning, with a commitment to maintaining financial viability for clients while proactively addressing future goals. Led by Jeffrey Anton, a Certified Public Accountant and California life and health insurance agent, our team prioritizes open communication to understand client needs thoroughly. We combine experience with a proactive approach to navigate evolving tax laws, ensuring clients optimize savings and compliance.Our services include tax preparation, estate and trust planning, entity selection, and IRS representation, tailored to simplify complex financial landscapes. With a focus on education and transparency, we empower clients to make informed decisions, emphasizing long-term tax efficiency and wealth preservation. Our dedication to excellence is reflected in our client-centric philosophy, which values trust, expertise, and community engagement.
Services
Tax Preparation
Estate Planning
IRS Representation
Financial Consulting
Retirement Planning
Highlights and features
- We offer over 30 years of experience in tax and financial planning tailored to Peninsula clients.
- Our CPA-led team provides personalized strategies for complex tax return scenarios.
- Free initial consultations include comprehensive tax situation reviews and savings analysis.
- Specialized expertise in minimizing tax exposure through strategic financial planning.
- Proven guidance on retirement account optimization and healthcare cost reduction strategies.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Exceptional tax insights
Personalized financial strategies
Knowledgeable CPA team
Thorough return reviews
Helpful initial consultations
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, including complex returns for estates and trusts. Our team ensures compliance with current regulations while identifying deductions and credits to minimize liabilities. We specialize in multi-state filings and tax planning strategies for optimal savings.
Estate Planning
Tailored estate and trust planning to facilitate asset transfer while reducing tax burdens. We help clients create structured plans that align with personal wishes and legal requirements, ensuring smooth succession for families and businesses.
IRS Representation
Professional audit support and IRS dispute resolution services. Our CPA-led team advocates for clients during audits, ensuring accurate documentation and compliance while negotiating favorable outcomes for tax-related issues.
Financial Consulting
Strategic financial guidance covering retirement accounts, stock options, and tax-efficient investment strategies. We help clients optimize 401(k), IRA, and SEP IRA contributions while addressing long-term financial security needs.
Healthcare Planning
Specialized advice on healthcare cost reduction through tax-advantaged strategies. We assist clients in maximizing subsidies under the Affordable Care Act and structuring income to qualify for premium assistance programs.
People
Jeffrey Anton
CPA, Manager
Jeffrey Anton, a Certified Public Accountant with over 30 years of experience, specializes in tax and financial planning for Peninsula residents and businesses. He holds a Master's degree in Business Administration from the University of Massachusetts, Amherst, and maintains a California life and health insurance license.
Megan McGuire
Tax Preparer
Megan McGuire, a CTEC-registered tax preparer, assists clients with individual and business tax returns. She graduated from San Francisco State University and brings administrative expertise to support the firm's client service operations.
Molly McGuire
Tax Assistant
Molly McGuire provides tax preparation support and client coordination. A graduate of the University of California, Merced, she contributes to the firm's operational efficiency while maintaining CTEC registration for tax services.
Questions
What tax services do you offer for Peninsula residents?
We provide comprehensive individual tax preparation, including complex returns for estates, trusts, and high-net-worth clients with multi-state filings.
Do you assist with business tax planning?
Yes, we help businesses with entity selection, tax-efficient structures, payroll planning, and compliance strategies tailored to their operational needs.
Can you represent clients during IRS audits?
Our CPA team offers full audit support, including documentation preparation and direct communication with tax authorities to resolve disputes.
What financial planning services are available?
We specialize in retirement account optimization, stock option planning, and tax-efficient investment strategies for long-term financial security.
How do you help reduce healthcare costs?
We advise on tax strategies to maximize Affordable Care Act subsidies and structure income for premium assistance eligibility.
What areas do you serve?
We serve Belmont, San Carlos, Redwood City, San Mateo, Burlingame, and surrounding Peninsula communities.
