Business Details
Your Trusted Partner for Comprehensive Accounting Solutions in Truckee, CA
For decades, Sitkoff & O'Neil has provided quality, personalized financial guidance to individuals and businesses. Our expertise spans from basic tax management to advanced financial planning, ensuring every client receives tailored analysis and attention. By combining our seasoned professionals' experience with a team-oriented approach, we maintain high standards that foster long-term client relationships. Our mission focuses on maintaining clients' financial viability while proactively addressing future goals through open communication and sound analysis.Licensed as a full-service Certified Public Accounting firm in California, we serve Northern California and Nevada with services ranging from tax preparation to business succession planning. Our team includes CPAs with extensive backgrounds in major accounting firms, ensuring clients benefit from deep industry knowledge and specialized expertise across accounting, tax, and financial planning domains.
Services
Individual Tax Preparation
Business Accounting
Retirement Planning
Estate Planning
IRS Audit Representation
QuickBooks Setup
Tax Relief Services
Financial Planning for Businesses
Non-Profit Accounting
Succession Planning
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team includes licensed CPAs with backgrounds at major accounting firms.
- We provide tailored financial solutions for individuals and businesses.
- Our proactive approach addresses both current needs and future financial goals.
- We maintain high standards through continuous professional development and compliance.
Services
Individual Tax Preparation
Our individual tax preparation services ensure accurate and compliant filing while maximizing deductions and credits. We handle complex personal tax situations including investment income, property transactions, and retirement account distributions. Clients benefit from strategic tax planning that considers long-term financial goals while maintaining compliance with evolving tax regulations.
Business Accounting
We provide comprehensive accounting solutions for businesses including financial statement preparation, payroll processing, and internal control implementation. Our services support small to mid-sized businesses with budget forecasting, strategic tax planning, and financial reporting tailored to specific industry requirements and growth objectives.
IRS Audit Representation
Our audit representation services protect clients during IRS examinations by managing all correspondence and negotiations. We minimize liability through proper documentation and expert communication with tax authorities. Our proactive approach helps prevent audits through accurate return preparation and compliance monitoring.
Retirement Planning
We develop customized retirement strategies considering tax implications and income sources. Our planning includes analyzing retirement account options, projecting future needs, and optimizing distribution strategies. We help clients understand Social Security benefits, pension plans, and tax-efficient withdrawal methods to ensure financial security in retirement.
Estate Planning
Our estate planning services coordinate with legal professionals to create comprehensive wealth transfer strategies. We address asset allocation, gift tax planning, and trust administration while considering family dynamics and charitable intentions. Regular reviews ensure plans adapt to changing circumstances and tax laws.
People
Gabrielle Sabatella
Shareholder
CPA with University of Colorado education and former Deloitte senior manager. Specializes in taxation with expertise in complex tax planning and compliance for individuals and businesses.
Nancy Herrera
Shareholder
Certified QuickBooks ProAdvisor with 20+ years of experience. Focuses on business accounting and tax preparation while holding advanced degrees in accounting and ESL education.
Debra Hakansson
Staff Accountant
Tax preparer with 35+ years of experience. Specializes in individual and small business tax services while maintaining deep local knowledge from 25 years in the Tahoe area.
Starr Litt-Blackman
Staff Accountant
Enrolled Agent with extensive tax preparation and planning experience. Provides personalized client support while maintaining flexibility for work-life balance.
Leah Freitas
Staff Accountant
Experienced in corporate and fiduciary tax returns. Combines technical expertise with client-focused communication to simplify complex tax matters for diverse clients.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including financial statements, payroll processing, budget forecasting, and internal control implementation tailored to small business needs.
How can you help with retirement planning?
Our retirement planning analyzes tax implications, optimizes retirement account strategies, and projects future income needs to create sustainable withdrawal plans.
Do you handle complex IRS tax issues?
Yes, we specialize in IRS audit representation, tax debt resolution, and compliance strategies for complex tax situations including liens and levies.
What estate planning services are available?
We coordinate wealth transfer strategies including asset allocation, trust administration, and gift tax planning while collaborating with legal professionals.
Are you available for QuickBooks setup and training?
Yes, we offer QuickBooks implementation, customized chart of accounts setup, and staff training tailored to business accounting requirements.
What areas do you serve?
We primarily serve Northern California and Nevada with accounting, tax, and financial planning services for individuals and businesses.
