Business Details
15 Years
experience
Trusted Tax & Accounting Solutions for Businesses
We are a certified accounting and tax services firm with over 12 years of experience serving individuals and small businesses globally. Our team of Enrolled Agents and certified professionals specializes in tax preparation, strategic business planning, payroll management, and QuickBooks support. We combine advanced technology with personalized service to deliver accurate financial solutions tailored to each client's unique needs.Our expertise spans tax compliance, audit representation, and proactive tax-saving strategies for domestic and international clients. We prioritize client satisfaction through timely service, transparent communication, and continuous support for all financial operations.
Services
Tax Preparation
Payroll Services
Bookkeeping
QuickBooks Support
Tax Planning
Strategic Business Planning
IRS Representation
Details
- Year established: 2011
Highlights and features
- We have 12+ years of experience in small business accounting and tax services
- Our team includes IRS-licensed Enrolled Agents with specialized tax expertise
- We offer strategic business planning and proactive tax-saving recommendations
- We provide IRS audit representation and tax problem resolution services
- We offer free house calls for tax preparation in the San Francisco Peninsula
Associations and certifications
- Enrolled Agent (IRS)
Services
Tax Preparation
We prepare federal and state income tax returns for individuals, small businesses, rental property owners, and expatriates. Our services include current year filings, amended returns, and non-filed tax resolutions. We specialize in complex tax situations and offer IRS audit representation for domestic and international taxpayers.
Payroll Services
Our payroll solutions handle all aspects of employee compensation including tax calculations, filings, and compliance. We manage federal, state, and local payroll tax requirements while ensuring adherence to changing regulations. This service helps business owners save time and reduce legal risks associated with payroll processing.
Bookkeeping
We provide monthly or quarterly bookkeeping that includes bank reconciliation, income statements, balance sheets, and general ledger maintenance. Our services form the foundation of business accounting systems and can be combined with payroll or tax planning for comprehensive financial management.
Tax Planning
We develop proactive tax-saving strategies to minimize liabilities while maintaining compliance. Our planning services include year-round tax advice, business structure optimization, and implementation of legal tax reduction methods tailored to individual and business client needs.
IRS Representation
As Enrolled Agents, we represent clients before all IRS levels for audit defense and tax debt resolution. Our services include negotiating payment plans, reducing penalties, and resolving back taxes for individuals and businesses facing IRS compliance issues.
Questions
What tax services do you offer for expatriates?
We prepare US tax returns for expatriates worldwide, including foreign income reporting, FBAR filings, and tax treaty applications to minimize double taxation.
Do you handle business tax planning?
Yes, we provide strategic tax planning for small businesses including entity selection, quarterly estimated tax calculations, and expense optimization strategies.
What payroll services are included?
Our payroll services cover tax calculations, compliance filings, W-2/1099 processing, and year-round support for federal, state, and local payroll tax requirements.
Can you help with QuickBooks setup?
Yes, we offer QuickBooks setup, cleanup, training, and ongoing support to ensure accurate financial record-keeping for small businesses.
Do you offer house calls for tax preparation?
We provide free house calls for tax preparation within the San Francisco Peninsula during regular business hours.
How do you handle IRS audit representation?
As Enrolled Agents, we legally represent clients before the IRS during audits, handling all communication and documentation to resolve tax issues.
