Business Details
17 Years
experience
Your Trusted Novato CPA Firm for Tax & Accounting Services
Since 2009, our firm has supported entrepreneurs and business owners in Novato, Marin County, Sonoma County, and surrounding regions with tailored accounting and tax solutions. Our experienced Novato CPAs provide year-round guidance to help businesses manage day-to-day financial needs while pursuing long-term growth. We prioritize personalized service through virtual consultations, in-office meetings, and phone support, offering a flexible approach to accommodate client schedules.Our flat monthly fee structure ensures transparency, with services customized to meet specific business requirements without unnecessary add-ons. We specialize in tax preparation, bookkeeping, payroll services, QuickBooks support, and financial statement preparation while maintaining accessibility through unlimited short consultations. Our team combines technical expertise with proactive financial strategies to protect client revenue and promote sustainable business development.
Services
Tax Preparation
Bookkeeping
Payroll Services
QuickBooks Services
Financial Statements
Estate Planning
Business Valuation
IRS Representation
Strategic Planning
Non-Profit Accounting
Details
- Year established: 2009
Highlights and features
- We provide personalized accounting solutions tailored to your specific business needs
- Our team offers 15+ years of local expertise in Novato and surrounding counties
- Transparent flat monthly fee structure with no hidden charges
- Unlimited free short consultations for ongoing financial support
- Flexible service delivery through virtual, phone, and in-office options
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Preparation
Our certified CPAs prepare accurate tax returns for individuals and businesses while identifying legitimate deductions. We handle complex tax situations including non-filed returns and IRS compliance issues. Clients receive strategic guidance to minimize tax liabilities while maintaining full regulatory compliance.
QuickBooks Services
We offer comprehensive QuickBooks setup, training, and ongoing support for businesses. Our services include system optimization, data cleanup, and customized reporting solutions. Clients receive technical expertise to maximize accounting efficiency while maintaining accurate financial records through properly configured software systems.
IRS Representation
Our team advocates for clients facing IRS audits, liens, levies, and wage garnishments. We develop resolution strategies including payment plans, offers in compromise, and innocent spouse relief. With deep understanding of tax code complexities, we negotiate on behalf of clients to achieve favorable outcomes while protecting their financial interests.
Business Valuation
We provide accurate business valuations for succession planning, mergers, and acquisition purposes. Our analysis considers financial performance, market position, and growth potential. Clients receive detailed reports that support strategic decision-making and facilitate smooth ownership transitions while meeting professional valuation standards.
Estate Planning
Our estate planning services help clients protect assets and ensure proper distribution. We coordinate with legal professionals to create comprehensive plans addressing tax implications and long-term care needs. Clients receive strategic guidance to minimize estate taxes while implementing practical solutions for intergenerational wealth transfer.
People
David Meyer
Certified Public Accountant
David Meyer has provided accounting and tax services to Novato businesses since 2009. He specializes in IRS representation and strategic business planning while maintaining active CPA licensure. His approach combines technical expertise with personalized financial guidance for local entrepreneurs.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial statements, and QuickBooks support. Our services help businesses maintain accurate records and make informed financial decisions.
Do you offer free initial consultations?
Yes, we provide a free hour-long consultation to discuss your specific accounting needs. This allows us to understand your requirements before developing a customized service plan.
How do you handle IRS tax problems?
Our team specializes in resolving IRS issues including audits, liens, levies, and payment plans. We represent clients throughout the process while developing strategic solutions to resolve tax debt situations.
What areas do you serve?
We primarily serve Novato, Marin County, and Sonoma County businesses with both in-person and virtual service options available for clients throughout California.
How are your services priced?
We use a transparent flat monthly fee structure tailored to your specific needs. This approach ensures predictable costs without unexpected charges for additional services.
