Taxes

• Tax Planning
• Charitable Giving
• Tax Services
  What makes us unique is the personal attention, commitment and energy we bring to each client relationship. Each client is assigned a team, that includes a Member of the firm, that works together to ensure that the client's planning and execution are designed specifically to meet their Tax service needs.
• Income Tax
  Generally apply for the ITIN using a properly prepared IRS Form W-7 and attach the Form W-7 to a valid income tax return (In some cases, an exception may be granted where a Form W-7 does not need to be attached to a tax return and thereby filed separately. Please contact us for exception details.)
• Business Tax Return Preparation
  All prices include one state return. Each additional state is a minimum of $75.00. Fees listed below are a minimum; actual fees will be based on compexity of the return.

Accounting

• Accounting Services
  We are a tax consulting firm located in Pleasanton, CA. For more than 20 years, we have been providing personal and corporate income tax preparation, tax consulting services, state and local incomes taxes, property taxes, sales and use taxes, and many other accounting services to a wide range of clients throughout the greater San Francisco area. We have developed a reputation for professional excellence through the high quality of services we perform for our clients.
• Payroll Services
• Bookkeeping Services

Planning

• Retirement Planning
• Living Trusts