Northern California Tax Preparation Services

Sharon H. Hinchman, EA, FNTPI
 Certified QuickBooks® ProAdvisors on Staff

QuickBooks Certified Technical Advisor Available. Comprehensive bookkeeping and reconciliation. After-the-fact bookkeeping. QuickBooks set up either online or on your computer. Tax Preparation for Corporations, Small Business, Fiduciary, and Individual Tax Preparation for all 50 States. Expatriate and Non Resident Alien Specialist. Tax Attorneys on staff to help with non-filers and audit and collection issues. 2nd office in Manteca.

Serving area: Alamo  CA •  Manteca  CA •  Oakland  CA •  Walnut Creek  CA

William Lamb, Enrolled Agent
 

• Tax Preparation and Bookkeeping services for Individuals, Partnerships and S-corporations. • Kick Starter - Offering guidance on accounting and tax solutions for Kick Starter projects.

Serving area: Berkeley  CA •  Oakland  CA •  San Francisco  CA •  San Leandro  CA

Michael Uadiale, CPA
Zoraya Garcia, Senior Associate/Office Administrator

For a fixed monthly fee, we provide: 1.) Monthly Financial Statements consisting of Profit & Loss, Balance Sheet, Bank Reconciliation and General Ledger 2.) Unlimited consultation on your accounting & business related questions by phone, our office or your location 3) Timely preparation and filing of forms 4) Pick up and delivery of your accounting records 5) Tax planning 6) QuickBooks support. Other services are on as needed basis. Ask us and we will be happy to explain to you.

Serving area: Brentwood  CA •  Antioch  CA •  Discovery Bay  CA •  Oakley  CA

Terri Eli, Enrolled Agent
 QuickBooks® ProAdvisor

Offering personalized full service Bookkeeping, QuickBooks, Tax Preparation and Tax Representation for individuals, sole proprietors, partnerships, corporations, estates and trusts, and non-profit organizations. We also prepare tax returns for other states and partial year returns. Taxpayer representation before IRS, Franchise Tax Board and other tax authorities in California. Extensive experience with Offers in Compromise, Installment Agreements, Audits, and Release of Liens and Levies.

Serving area: Burlingame  CA •  San Mateo  CA •  San Jose  CA •  San Francisco  CA

Paul K. Maitra, CPA
 Certified Public Accountant

Financial Reporting and Income Tax Solutions for Business. CPA Services for: - Sole Proprietorships - S Corporations - LLC's - Tax Exempt Organizations - Income tax planning, e-file reporting. IRS, FTB notices, taxpayer audit representation. - Set-up, maintain in-house financial accounting system. - Prepare financial statements, compilation reports, statement of cash flows. - Bookkeeping, postings, reconcile bank, general ledger accounts. - Job costing, operating budgets.

Serving area: Carmichael  CA •  Sacramento  CA •  Roseville  CA •  Citrus Heights  CA

Ira Einhorn, CPA
 Certified QuickBooks® ProAdvisor

Einhorn & Company CPA's is a small accounting firm that works exclusively with small business owners. We provide the necessary tax, accounting, and support services to keep your business moving forward problem free. Our clients are free to focus on running their business. If you have interest in building a smooth running business, allow us to be part of your team. We would be pleased to meet with you and evaluate how we can be of service.

Serving area: Citrus Heights  CA •  Sacramento  CA •  Roseville  CA •  Rocklin  CA

Lisa Adduci
 Certified QuickBooks® ProAdvisor

Providing personalized full charge bookkeeping and QuickBooks support to clients throughout the East Bay Area. Services include: • sales & use and payroll tax reporting • bank/credit cards/GL reconciliations • Business start-up, Payroll processing and QuickBooks set-up • Weekly, monthly, or quarterly financials • Financial analysis and recommendations • Business Solutions. Services offered online, remote-access or in-person. Certified QuickBooks® ProAdvisor in all versions of QuickBooks

Serving area: Discovery Bay  CA •  East Bay Area  CA •  Sacramento  CA •  Stockton  CA

Edward Sullivan, CPA
 Certified Public Accountant

Over 20 years’ experience. Specializing in small business Bookkeeping, Accounting and Payroll. We offer Accounting, Income Tax Preparation, and Planning for Start-ups, Personal, Corporations, Partnerships, Estates, Trusts & LLCs, Back-year Returns & IRS Audits - Payroll, QuickBooks set-up & support. Call us for a free initial consultation with your tax and accounting problems.

Serving area: Dublin  CA •  Pleasanton  CA •  San Jose  CA •  San Francisco  CA

Sharlet Gilbert, EA
 

We specialize in churches, preschools and small businesses. Our mission is "to partner with our clients and help them to achieve their greatest aspirations by providing bookkeeping services with honesty and integrity." UC, Berkeley grad. Enrolled Agent. Over 20 years bookkeeping experience. Former computer programmer. Knows QuickBooks, Peachtree, CMS, CDM, Logos CMS, and PowerChurch. New systems & data repair a specialty. Tax prep: Individuals and Church 990-T.

Serving area: El Sobrante  CA •  Richmond  CA •  El Cerrito  CA •  Pinole  CA

Chuks L. Iheke, CPA, CGMA
 Principal Manager

Former DCAA Auditor, over 20 years experience - • Government Contracts and Not-for-Profit Accounting and Regulatory Compliance. • Guidance to understanding and complying with FAR, CAS, and other federal cost principles applicable to your contracts and grants agreements. • Audits, Reviews, and Compilations of financial statements. • Bookkeeping, Tax planning and preparation. • DCAA and IRS audits support and representation. • General Business Consulting.

Serving area: Fremont  CA •  Oakland  CA •  San Jose  CA •  San Francisco  CA

Charlene Qian, MBA, EA
 

With 20 years accounting and tax services experience, I am focusing on small & start-ups businesses' bookkeeping, payroll, financial report, sales tax, accounting system setting up and consultation services at very reasonable rate. I prepare individual and corporate tax returns, Trust return, etc. & tax plans. Services with weekly, monthly, Quarterly basis depending on client's requirement. Supporting QuickBooks online, QuickBooks desktop, Sage50 / Peachtree. I speak both English and Chinese.

Serving area: Fremont  CA •  Milpitas  CA •  San Jose  CA •  East Bay Area & South Bay Area  CA

Carol Conway, MA, EA
 

As a retired Professor of Mathematics, I provide personal attention at reasonable rates! Initial consultation free. • I work with clients both remotely and in person. • Registered Domestic Partner returns • Small business • Rental property, Investments • Multi-state returns • Late and Amended returns. • Representation before the IRS & Franchise Tax Board • Tax Planning • Competitive Fees • Enrolled Agent since 2005 • Member: CSEA and NAEA • 2010 • Fellow of National Tax Practice Institute.

Serving area: Hayward  CA •  Castro Valley  CA •  Fremont  CA •  Oakland  CA

George Meirelles, EA
 Certified QuickBooks® ProAdvisor, Mobile Notary Public

Our specialty is small business tax preparation. We’ll get your accounting records in order and ready for tax season. We’ll also prepare the business owners' individual taxes. Let us be your small business bookkeeping, payroll, and tax solution. Clients include Professional Services, Non-Profits, Retail, Real Estate Management and Start-Ups, Services customized to your SPECIFIC needs. We take pride in our remote services via internet. QuickBooks training and support also available.

Serving area: Hayward  CA •  San Francisco  CA •  San Jose  CA •  Monterey  CA

Rex G. Davis, CPA, CFP®
Art Baja, CPA, Lee Cordon, CPA, Jaspreet Cheema, CPA

Established CPA firm with a personal approach, our team of highly qualified, experienced professionals offer a full range of accounting, tax, and small business consulting & startup services. We focus on your unique tax, accounting and consulting needs. QuickBooks support also available. For expert, affordable, service from professionals that care about you, contact us.

Serving area: Lafayette  CA •  Concord  CA •  Walnut Creek  CA •  Oakland  CA

Angela Wong, CPA
 

As a sole practitioner CPA, I work directly with each client. I focus on serving small business clients. In addition to bookkeeping and tax return preparations, I assist clients with QuickBooks issues, retirement distribution planning and strategies. Industries: Healthcare (doctors, dentists, and pharmacies), real estate, consultants and other professional services. Former revenue agent with IRS conducting field examinations for over nine years. Also specialize in IRS audit representation.

Serving area: Los Altos  CA •  Sunnyvale  CA •  Mountain View  CA •  San Jose  CA

Philip Levine EA, MBA, NTPI Fellow
Susan Ng

We're a Los Gatos CA based corporation offering professional services to small & medium sized businesses & professionals that include: Accounting & Bookkeeping • Tax Preparation & Planning • Audit & Collections Representation to the IRS & CA FTB - NTPI Fellow • Interim CFO and Controller Services • Payroll. Our experience has ranged from international high technology corps to restaurants & medical partnerships. Interim CFO Services have included staff, audit management & option accounting.

Serving area: Los Gatos  CA •  Cupertino  CA •  San Jose  CA •  Sunnyvale  CA

Joann Watkins
 

We are a full service bookkeeping company who specializes in QuickBooks Financial Software. We will happily do your accounts payable, accounts receivable, including invoicing, monthly adjustments, bank statement and credit card reconciling, banking, payroll, monthly or quarterly sales tax, annual property tax, and if you are in the need of someone who will "catch-up" your accounts, we can do it! Please give us a call and give us a try. We will do whatever it takes to WIN YOUR BUSINESS! Call Now!

Serving area: Los Gatos  CA •  San Jose  CA •  Campbell  CA •  Saratoga  CA

Suzanne Whitney, EA
 

Since 1981 we have been doing Income Tax and Tax Planning for individuals and small to medium-sized businesses. Bookkeeping, Financial Reporting, Analysis, Payroll, Sales Taxes and QuickBooks set-up, training and support available. Enrolled Agents licensed to provide IRS Representation. Prior Year Returns: "any form - any year - any state" Please call for a free consultation.

Serving area: Milpitas  CA •  San Jose  CA •  Santa Clara  CA •  Fremont  CA

Scott A. Bryning, CPA
 

Providing accounting and bookkeeping services with a focus on the tax ramifications for small and medium size businesses. Payroll, sales tax and other compliance services for our clients. Tax preparation and planning for Small Business Proprietors, Corporations, Partnerships and Trusts. Business start-ups and entity choice consultations. Our clients include: Retailers, Restaurants, Manufacturers, Services providers and Construction. Multi-State individual and businesses returns.

Serving area: Milpitas  CA •  Santa Clara  CA •  Fremont  CA •  San Jose  CA

Tonya Lindsay
 Certified QuickBooks® ProAdvisor

Since 1990, A One Bookkeeping & Tax has offered Bookkeeping Services, Tax Preparation & Planning and Computer Training / QuickBooks Support for small and medium-sized businesses. Clients include all sectors of business: Retail, Wholesale, Manufacturing, Service, Construction and Non-Profit. QuickBooks cleanup, setup and training available. Our affordable services are tailored your needs and provided at your office or ours. Mention this ad for a FREE one-hour consultation.

Serving area: Nevada City  CA •  Sacramento  CA •  Auburn  CA •  Grass Valley  CA

Rose Huie CPA, CFP®
 Certified Quickbooks® ProAdvisor

Free initial phone consultation - small businesses and non-profit organizations. IRS problems. Past due taxes. IRS audits. Bookkeeping services for small businesses: restaurants, retail, wholesale and professional services. Primary service areas: accounting, income taxes and business & personal consulting services. Provides on-going support to QuickBooks users on an hourly or monthly fixed fee basis. Overseas (Asia) citizens & expatriates welcome! Fluent in Chinese, Cantonese & Mandarin

Serving area: Oakland  CA •  Alameda  CA •  Berkeley  CA •  San Leandro  CA

Haile Girma, CPA
Marsha Rose, CPA, MBA

Financial Audits • Contract Close-out Audits • Compliance Audits • Indirect Cost Audits • Single Audits (OMB A-133) • Procurement Audits • Legal Fee Bill Audits • Staffing and Management of Back Office Accounting Functions • Tax Return Preparation • Member: American Institute of Certified Public Accountants and California Society of Public Accountants • Instructed various auditing courses nationally as well as internationally • Specialize in Not-for-profit organizations.

Serving area: Oakland  CA •  San Francisco  CA •  Berkeley  CA •  Hayward  CA

Kathryn Cooper, CB, MBA, RTRP
 Certified Bookkeeper (AIPB)

I have over 20 years of experience helping small businesses make sense of their bookkeeping and financial data! My clients focus on building their business while we guide them in financial success. I utilize cloud technology and expert construction accounting knowledge to help small contractors maximize their profits. My specialties include Xero Consulting, Certified Bookkeeper (AIPB), and Registered Tax Return Preparer.

Serving area: Pacifica  CA •  San Francisco  CA •  San Mateo  CA •  Bay Area  CA

Deborah Marion, Tax CPA, EA, Certified QuickBooks® ProAdvisor
Joe Losch, BSC, MBA

Complete Tax Preparation Services. Expert CPA-prepared tax returns (federal and all states), tax planning, tax problem resolution by CPA. I'm licensed to represent taxpayers in all states. • A+ rating by Better Business Bureau • Serving individuals, LLCs, corporations, partnerships, nonprofits, startups, and expatriate tax returns • I'm happy to come to you, and can work from your location or ours •

Serving area: Palo Alto  CA •  Los Altos  CA •  Mountain View  CA •  Santa Clara  CA

Leslie Randall, Enrolled Agent
 

International Taxation Specialist – I deal with Expats and Tax Returns for Citizens working / living abroad • Offering personalized, on-site services to a wide range of clientele • Business Startup Services • QuickBooks Setup & Training • Specialized Bookkeeping Services for International Operations • Trust & Estates • Farms & Ranches • Financial Analysis • Budget & Cash Flow Analysis • Income Tax Preparation & Planning • Tax Representation • Sales Tax & Business Property Tax •

Serving area: Palo Alto  CA •  Mountain View  CA •  Menlo Park  CA •  Redwood City  CA

Susan Carlson
 Certified QuickBooks® ProAdvisor

Member: California Soc. of Tax Professionals, Inland Soc. of Tax Preparers, CRTP. PROFESSIONAL BOOKKEEPING YOU CAN AFFORD! Our founding premise is a simple one: "All businesses deserve highly qualified accounting & bookkeeping services at a reasonable price." For 35 years we have been providing that to small business. Services are: on-site and off-site bookkeeping, payroll processing, payroll, sales tax and returns. CALL TODAY FOR AN APPOINTMENT Serving all of Gold Country and beyond.

Serving area: Pilot Hill  CA •  Placerville  CA •  Folsom  CA •  Cameron Park  CA

Jack Harrington, MBA, EA
 Certified QuickBooks® ProAdvisor

We offer bookkeeping and part-time CFO services for small businesses, startup companies and nonprofits. Monthly financial reporting package, budgeting & forecasting, business plan creation and fund raising assistance. Experience with a variety of accounting packages, including QuickBooks. Services also include tax preparation, IRS Representation and consultation for small businesses and individuals.

Serving area: Pleasanton  CA •  Dublin  CA •  San Ramon  CA •  Hayward  CA

David Kasperik, CPA, CGMA
Randy Roth, EA

For nearly 30 years we have been providing a full range of business services to small and micro businesses, including accounting, payroll, business and personal tax preparation and compliance for corporations and LLCs. Our staff of CPAs and Enrolled Agents can handle IRS audits, appeals and collection issues. We are Certified QuickBooks ProAdvisors. Take advantage of our no-cost initial consultation.

Serving area: Sacramento  CA •  Carmichael  CA •  Rancho Cordova  CA •  Roseville  CA

Ken Daniel Sr. Enrolled Agent
Ken Daniel Jr. CTEC Certified Preparer

K.B. Daniel & Company is a full service Tax and Bookkeeping Company. We specialize in tax and filing problem resolution. The company is run by a former Treasury Dept. Field Agent, and can represent your company before the IRS and other government taxing authorities. There is no hourly billing. All work is performed on a flat fee, or per job basis, and payment terms are negotiable.

Serving area: Sacramento  CA •  San Jose  CA •  San Francisco  CA •  Oakland  CA

Jill Jacobs, CPA
 

• FULL-SERVICE BUSINESS ADVISOR • Outsource CFO • Bookkeeping • Payroll • Sales Tax • Income Tax • QUICKBOOKS Set-Up & Troubleshooting • Business and Personal Financial Planning • GO TO MY WEBSITE FOR **FREE** ADVICE! Mention this ad and receive one hour of bookkeeping FREE (a $60 value).

Serving area: Sacramento  CA •  Roseville  CA •  Folsom  CA •  Petaluma  CA

Emmanuel A. Santos Esq., CPA, EA, MST, PFS, Realtor
 

Emmanuel A. Santos is an attorney-at-law, CPA & Enrolled Agent providing comprehensive solutions in the areas of law, tax, accounting, bookkeeping, payroll, estate planning, real estate, and financial planning needs to clients in the San Francisco Bay Area and beyond. We also support QuickBooks and can serve as your outsourced CFO. Our goal is to help our clients promote financial health and pursue financial independence by serving as their legal, tax, financial, and realty solutions partner.

Serving area: San Francisco  CA •  Daly City  CA •  San Bruno  CA •  South San Francisco  CA

Marc Dickson, CPA
 Certified QuickBooks® ProAdvisors

Accurate record-keeping can be time-consuming and difficult. We can help you with the daily and monthly bookkeeping tasks either on-site or remotely. We are Certified QuickBooks® Pro-Advisors. Let us help you setup your new company or help you get the most out of your current QBs. We also provide help with budgeting and cash management, tax consulting and preparation. Call us to see how we can help you with your QuickBooks®.

Serving area: San Francisco  CA •  Oakland  CA •  San Rafael  CA •  Burlingame  CA

Enrique Ynchausti, CPA, Owner
 Certified QuickBooks® ProAdvisor

Bookkeeping, tax services & IRS representation, payroll, audit, review and compilation of financial statements, federal & state compliance, SOX compliance (documentation & testing). Has over 20 years experience in providing CPA support services to individuals, domestic and foreign companies, small businesses, condominium and homeowners associations (HOA), non-profit organizations, and animation production companies.

Serving area: San Jose  CA •  San Francisco  CA •  Fremont  CA •  Palo Alto  CA

Khorshed Alam, MBA, MA (Econ.), CPA, CVA, ATA, ABA, EA
Shermin Alam, MBA, RTRP

With a focus on high net-worth clients, we provide Complete Financial Solutions – Accounting, Bookkeeping, Payroll & Tax, including International Taxation. Business Consulting - both Start-up & Established Companies. Enrolled Agent providing Tax and IRS Problem Resolution, amended and out-of-state returns. Financial & Investment Planning, Stock Options and Valuations – Certified Valuation Analyst. Member: National Association of Certified Valuation Analysts

Serving area: San Jose  CA •  Santa Clara County  CA •  San Francisco  CA •  San Francisco Bay Area 

Sanjivani Salunkhe, CTEC
 

I am a sole practitioner in Santa Clara, CA. I specialize in small business owners and start up business consultation and incorporation. This One-Stop for your Bookkeeping and Taxation needs. I provide Bookkeeping, QuickBooks supports, Preparation of financial reports, payroll. Preparation of Individual and Business tax return and filing Sales Tax returns.

Serving area: San Jose  CA •  Sunnyvale  CA •  Santa Clara  CA •  Campbell  CA

Lisa Gonzalez, Enrolled Agent
 

Controller-on-Call offering: • Tax Preparation, Planning and Representation (All States) • Bookkeeping and Payroll Services • Certified On-line QuickBooks Advisor • Notary Public Services • Peace of Mind for 17 years on California’s Central Coast • Specializing in Small Businesses, Individuals and Non-Profits.

Serving area: San Luis Obispo  CA •  Morro Bay  CA •  Five Cities  CA •  throughout San Luis Obispo County 

Christina Carter, EA, ATA
 Enrolled Agent, Accredited Tax Advisor

Year-round personalized Income Tax Return Preparation, Planning, Consulting & Representation services for all situations - Personal, Business, Self-Employed, Partnership, Corporation, Out-of-State, Prior Years, Amended, Non-Filer, Independent Contractor, Home-Based Business. Also now offering Affordable Care Act (Obamacare) tax filing. Bookkeeping and accounting services for small businesses.

Serving area: San Mateo  CA •  Foster City  CA •  Burlingame  CA •  Millbrae  CA

Deborah Marion, TAX CPA, EA, and Audit Representation
Joe Losch, BSC, MBA

EXPERT TAX Preparer, TAX CPA with 20 yrs experience. Tax Return preparation (Federal and all states), Tax Planning, IRS Representation & Tax Problem Resolution - Fed and States. As both a TAX CPA and Enrolled Agent, I'm licensed to represent taxpayers in all states. Also, I'm a QuickBooks ProAdvisor. QuickBooks setup, support & training, bookkeeping consulting. • Serving individuals, sole proprietors, LLC's, corporations, partnerships, nonprofits & start-ups • Convenient meeting office location

Serving area: San Mateo  CA •  Palo Alto  CA •  Peninsula  •  Coastside 

Marshall Mohebali, ATP
 Certified QuickBooks® ProAdvisor

Accredited Tax Preparer - over 25 years experience in Business and Tax Consulting. Individual and Business Tax returns. Monthly or Quarterly Bookkeeping / Write-up, Payroll, Business startup & Incorporation services, QuickBooks accounting software installation, set-up and support. Clients include Retail, Dentists & Physicians, IT/Telecommunication, software company, restaurant & staffing agency.

Serving area: San Ramon  CA •  Dublin  CA •  Pleasanton  CA •  Danville  CA

Jana Denegri, CPA, EA
 Certified QuickBooks® ProAdvisor

New Business Start-Ups, QuickBooks Training and Support, Payroll, Sales Tax, Accounting, Bookkeeping, Church Accounting, Trust Accounting, Tax Preparation, IRS Audit Representation, IRS Collections, Corporations, Partnerships, LLCs, Nonprofits, Estates, Trusts, Prior Year Returns, Save Money With Virtual and Outsourced Accounting and Bookkeeping, Virtual Controller. Member: CA Society Enrolled Agents; CA Society CPAs. Tax Services You Can Trust, Accounting Solutions You Can Use, Since 1986

Serving area: Santa Rosa  CA •  San Rafael  CA •  Petaluma  CA •  Windsor  CA

Vanessa L. Brown, Enrolled Agent, Certified Bookkeeper (AIPB)
 Certified QuickBooks® ProAdvisor

My personalized services are designed for businesses and busy owners that don't have the time or expertise. I offer a full complement of services including monthly bookkeeping, QuickBooks clean up, financial reports, account reconciliation, and complete tax services - tax planning, year-end tax preparation, even IRS problem resolution. My clients are from a wide variety of industries and professions. Contact me for a free initial consultation.

Serving area: Templeton  CA •  Paso Robles  CA •  Atascadero  CA •  San Luis Obispo  CA

Teri L. Johnson, Enrolled Agent, NTPI Fellow
 Certified QuickBooks® ProAdvisor

If you’re having issues with your monthly bookkeeping, preparing your financial statements, or can’t get QuickBooks working correctly, call us. We can handle it all, from your payroll needs to banking and check writing. No reason to hire additional staff when we can do your monthly bookkeeping at a fraction of the cost of a full-time employee. We also provide complete QuickBooks support, tax preparation and notary services.

Serving area: Vacaville  CA •  Sacramento  CA •  Davis  CA •  Napa  CA

Sarah Hansell, CPA
Christopher Hansell, CPA

For over 15 years Hansell & Associates has added value to small and medium sized businesses. Our services include new business set up, payroll processing, accounting system selection and implementation, bookkeeping and accounting, and income tax and sales tax return preparation. We are Certified QuickBooks ProAdvisors, QuickBooks Online Certified, and NetSuite Consultants. Contact us today to find how we can best serve you!

Serving area: Walnut Creek  CA •  San Francisco  CA •  East Bay  CA •  Marin County  CA

Owen Arnoff
 Enrolled Agent, NTPI Fellow

I have been assisting individuals and small business owners with their financial needs for more than 30 years. As an Enrolled Agent, I am licensed by the Department of the Treasury to prepare and advise on tax matters, including preparation, audits (examinations), appeals and collections. A solo practitioner, I provide superior, personalized service for a small and select group of clients; I’d like you to be one of them. Call me today.

Serving area: Yuba City  CA •  Marysville  CA •  Oroville  CA •  Grass Valley  CA