Business Details
Trusted Tax and Accounting Services in Sausalito
Rubyn & Company & Company has dedicated itself to providing personalized accounting services to individuals and businesses for over four decades. Our team specializes in tax preparation, planning, and audit resolution, addressing complex issues with clarity and precision. With a focus on optimizing tax-saving opportunities, we serve clients ranging from individual taxpayers to corporations, estates, and nonprofit organizations. Our commitment to responsive service ensures clients receive immediate attention aligned with their schedules, often relieving them of record-keeping burdens.Founded on principles of expertise and trust, our 45-year legacy reflects our ability to transition clients from tax challenges to long-term financial success. We leverage continuous education on tax law changes and maintain a network of legal professionals to address intricate transactional issues. Our services extend to payroll management, QuickBooks setup, and strategic business planning, ensuring comprehensive financial support tailored to each client's unique needs.
Services
Tax Preparation
Tax Planning
Payroll Services
QuickBooks Setup
Tax Audits
IRS Payment Plans
Business Formation
Forensic Accounting
Cash Flow Management
Strategic Planning
Highlights and features
- We offer 45 years of specialized tax experience across diverse client types.
- Our team provides responsive, schedule-aligned service for busy professionals.
- We maintain a network of IRS attorney referrals for complex legal tax issues.
- Our secure client portal ensures 24/7 access to financial documents.
- We combine hands-on experience with continuous tax law education updates.
What people say
45 years expertise
Proactive audit defense
Personalized attention
Accurate filings
Strategic planning
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings for individuals, partnerships, corporations, and trusts. We identify overlooked deductions and credits while maintaining meticulous records to prevent audit triggers. With expertise in complex state and federal returns, we optimize refunds and minimize liabilities through experienced analysis of investment structures and income sources.
Tax Planning
We develop customized tax strategies to defer income, reduce liabilities, and maximize savings through legal incentives. Our planning addresses estate preservation, business entity structuring, and investment optimization while aligning with evolving IRS regulations. We focus on long-term financial benefits rather than short-term refunds through proactive withholding adjustments and compliance measures.
Payroll Services
Our comprehensive payroll solutions handle tax filings, direct deposits, and regulatory reporting while maintaining compliance with changing labor laws. We offer three service tiers including full processing, after-the-fact reconciliation, and online management tools. Additional support covers workers' compensation audits, new hire reporting, and detailed accrual tracking for small businesses.
QuickBooks Setup
We provide complete QuickBooks implementation including chart of accounts creation, balance transfers, and transaction entry. Our setup ensures accurate financial tracking from day one with customized configurations for inventory, payroll, and tax reporting. We also offer training and ongoing data reviews to maintain system integrity for tax preparation and business management.
Tax Audits
We represent clients during IRS audits with pre-prepared documentation to achieve 'no change' outcomes. Our proactive approach includes record organization and audit simulation to minimize risks. We handle all communication with auditors while maintaining compliance with tax code requirements, focusing on resolving issues without client involvement through thorough preparation and established professional relationships.
People
Jack Rubyn CRTP
Owner
With over 45 years of tax expertise, Jack Rubyn & Company & Company specializes in complex return preparation and audit resolution. He focuses on optimizing tax-saving opportunities while maintaining compliance with evolving regulations. His career emphasizes personalized client service and strategic financial planning.
Questions
What tax services do you offer for small businesses?
We provide business tax returns, payroll processing, entity formation, cash flow management, and strategic planning tailored to small businesses.
Can you help with IRS audit representation?
Yes, we handle all aspects of IRS audits with pre-prepared documentation to achieve favorable outcomes without client involvement.
Do you offer QuickBooks support?
We offer complete QuickBooks setup, training, and ongoing support including system configuration and financial report generation.
What tax planning strategies do you use?
We employ income splitting, tax-deferred investments, and entity structuring strategies to minimize liabilities while maintaining compliance.
How do you handle payroll tax compliance?
We manage federal/state tax filings, EFTPS deposits, and regulatory reporting while ensuring compliance with current labor laws.
What experience do you have with complex tax issues?
With 45 years of experience, we specialize in resolving back taxes, payroll tax problems, and international tax compliance matters.
