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Peninsula Based Tax and Accounting Specialists

We provide individual and small business tax and accounting services in our San Mateo office. We develop a close working relationship with each client, earning trust with responsiveness and personal attention. We will be there when you need us.

Individual

• Tax preparation
  
• Year-round tax planning
• Audit defense
  
• Estimated taxes and withholding adjustments
• Tax planning and preparation for property rentals, sales, and like-kind exchanges
• Tax planning for stock options

 

Small Business

• Quickbooks or Wave accounting setup and quarterly or annual checkups
• S-Corp, C-Corp, Partnership, or schedule C tax planning and preparation
• New entity setup
• Sales Tax compliance and consulting
• Financial statement preparation

Trust and Estate

• 1041 Estate and Trust fiduciary tax return preparation
• Gift taxes
• Tax advice for estate and trust planning