Directory of Accounting, Bookkeeping & Tax Services
in the U.S. and Canada

Donna Henderson, CTEC, Notary Public
 

No job too complex! In my 30 years of experience, I’ve seen it all and can clean up the messiest books. Year-round services including Full charge Bookkeeping, QuickBooks training Tax Preparation (current and past year returns), Payroll and Reporting, as well as “after the fact” Payroll (when good records weren’t kept). Industries include: Manufacturing, Route Accounting, Engineering, Construction, Plumbing, Trucking, Film Editing, Medical Offices, Moving & Storage, and Attorneys.

Serving area: American Canyon  CA •  Napa  CA •  Vallejo  CA •  throughout the Napa Valley 

Dieter Stenger, CPA
 

As a full service CPA firm, we offer bookkeeping, bill pay, payroll, Certified Pro-Advisor QuickBooks support, CFO/Controller services, tax consulting, planning and tax preparation, for individuals, partnerships and corporations. Now you have the best of both worlds: An affordable outsourced accounting department, PLUS CPA supervised and prepared financial statements and tax returns. Call us for a free consultation.

Serving area: Auburn  CA •  Sacramento  CA •  Granite Bay  CA •  Roseville  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

Henry A. Amado, EA
Sharon H. Hinchman, EA, FNTPI

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. Offices in Berkeley and Alamo.

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

Michael Uadiale, CPA
Florenda Agero, 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 •  Oakland  CA

Terri Eli, EA
 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

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

Independent CPA with 20 years exp. • Better Business Bureau A+ rating • Monthly Accounting & Bookkeeping, Income Tax Returns (all states), Tax Planning, Audit Representation and Tax Problem Resolution - Federal and all States. Licensed to represent taxpayers throughout the U.S. QuickBooks setup, training and support. Serving individuals, sole proprietors, corporations, LLCs, partnerships, non-profits & startups • We'll work at your location or ours. FREE INITIAL CONSULTATION

Serving area: Campbell  CA •  San Jose  CA •  Los Gatos  CA •  Santa Clara  CA

Ira Einhorn, CPA
 Certified QuickBooks® ProAdvisor

Einhorn & Company CPA's offers bookkeeping and tax service that is correct, complete, timely and well-documented to protect your personal and business assets. Our style is open, communicative, and affordable. We search for every deduction due you so you never end up paying more than your minimum tax obligation. For new clients we review two years past returns to correct any errors. Complete QuickBooks services. Call for a FREE 30-Minute consultation and review of your tax or financial records.

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

Earl Lavagnino, EA
Patty Lavagnino

PAL’s Bookkeeping & Tax Service is a bookkeeping service provider and a California tax preparer. PAL's offers individuals, small to medium-sized businesses and non-profit organizations full charge bookkeeping services. Our staff includes an Enrolled Agent to assist you with all your federal, state, and local tax requirements. You can be assured you will receive high quality, reasonably priced bookkeeping services and/or tax preparation with PAL's.

Serving area: Citrus Heights  CA •  Sacramento  CA •  Meto Sacramento  CA •  throughout Northern  CA

Lance Harris
 

Outsourced Small Business services to fit any budget and business – Monthly Accounting & Bookkeeping with weekly off-site data backup • QuickBooks setup, support & maintenance • Payroll preparation, reports, tax filing - all related State and Federal regulations • Business Planning & Outsourced CFO services • HR Support • Industry expertise with wineries, breweries, medical professionals, trucking companies and truckers, non-profits, and more • We offer as much or as little help as you need!

Serving area: Concord  CA •  San Francisco  CA •  Walnut Creek  CA •  Sacremento  CA

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

Independent CPA with 20 years exp. • A+ rating by Better Business Bureau • Monthly Bookkeeping and Accounting, Tax Returns (all states), Tax Planning, Tax Problem Resolution and Audit Representation - Fed. and all States. Licensed to represent taxpayers in all states. QuickBooks setup, support & training. Serving individuals, sole proprietors, LLC's, corporations, partnerships, non-profits & startups • We're happy to come to you, and can work at your location or ours. FREE INITIAL CONSULTATION

Serving area: Cupertino  CA •  Los Altos Hills  CA •  Saratoga  CA •  throughout Silicon Valley 

Edward Sullivan, CPA
 QuickBooks® ProAdvisor

Over 20 years’ experience. Specializing in small business Payroll and Bookkeeping. 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 Ramon  CA •  Livermore  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

Godwin Ekine, Enrolled Agent
 

I prepare taxes for Individuals and Small Businesses, as well as offer Accounting / Bookkeeping for Small Businesses such as Retail, Real Estate, Consulting Services, Property Management and more. Support QuickBooks, Sage (Peachtree), Drake Tax Software, ATX Tax Software. Also provide Payroll services and Sales Tax Return Preparation.

Serving area: Elk Grove  CA •  Sacramento  CA •  Roseville  CA •  Stockton  CA

Chuks L. Iheke, CPA, CGMA
 Principal Manager

Former DCAA Auditor, over 20 years experience - Commercial and Government Contracts Accounting and Consulting. Audits, Reviews, and Compilations. Bookkeeping, Internal Control Assessments, Tax Planning and Preparation. Design & Setup of Accounting Systems, Pre-Award Surveys, Incurred Costs & Forward Pricing Rates Proposals, Claims & Terminations, Costs Estimates and Allocation, Contracts Close-outs, FAR and CAS Guidance. Contracts negotiations & Litigation Support.

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

John Moore, EA
Charlene Burkhardt, EA

For over 30 years, we have been providing our community with income tax returns and help with tax problems and other IRS issues. Individual, corporate, partnership, LLCs, estates & trusts tax preparation, and audit representation. Bookkeeping services & Payroll processing. Come and see what had made us one of the largest income tax firms in the Tri-City Area!

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

Carol Conway, MA, EA
 

• Registered Domestic Partner returns • Individual resident tax returns including investments, schedule C and rentals, multi-state returns. • Late returns and Amended returns. • Response to Tax Notices from the IRS and California. • Tax Preparation, Tax Planning, and Representation before the IRS and Franchise Tax Board. • Competitive Fees • Free initial one-hour consultation • Enrolled Agent since 2005 • Member: CSEA and NAEA • 2010 Fellow of National Tax Practice

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

Dinora Aguirre, Full Charge Bookkeeper
 CTEC Member Tax Preparer

More than 12 years experience. Full-Charge Bookkeeping, Payroll Processing and Taxes. Remote access to your payroll anytime, 1099's and W2's at year end. QuickBooks support, training and clean up. Resale tax preparation. Quick basic business evaluation reports, bill pay tracking, job invoicing and reconciliations. We specialize in Real Estate, Construction, Mechanic shops and Restaurants bookkeeping but welcome all other organizations. Hablamos Español

Serving area: Lancaster  CA •  Santa Clarita  CA •  Valencia  CA •  San Fernando Valley  CA

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

Independent CPA, EA with 20 years’ experience. Expert Year-round Tax Services, including Income Tax Returns (all states), Tax Planning, Audit Representation and Tax Problem Resolution - Federal and all States. Monthly Accounting & Bookkeeping, QuickBooks Setup, Training and Support. Serving individuals, sole proprietors, corporations, LLCs, partnerships, non-profits & startups • WE COME TO YOU. Free Initial Consultation • Better Business Bureau A+ rating. See our website for detail of services.

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

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 • Performance 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

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

Expert Monthly Bookkeeping and Accounting, Tax Returns (all states), Tax Planning, Tax Problem Resolution by CPA. As an Enrolled Agent, I'm licensed to represent taxpayers in all states. QuickBooks setup, cleanup, training and support, bookkeeping cleanup, and monthly maintenance. • A+ rating by Better Business Bureau • Serving individuals, LLCs, corporations, partnerships, nonprofits and startups. • We're happy to come to you, and can work from your location or ours • Free Initial Consultation

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

Leslie Randall, Enrolled Agent
 

Offering personalized, on-site services to a wide range of clientele • Business Startup Services • QuickBooks Setup & Training • Specialized Bookkeeping Services for International Operations • Small Business Services • Trust & Estates • Farms & Ranches • Financial Forecasts & Projections • 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

Jennifer Rau, CPA, EA
 Advanced Certified QuickBooks® ProAdvisor

Do you spend your nights doing the bookkeeping tasks for your company? Do you get frustrated with your lack of knowledge of QuickBooks software? Do you struggle with keeping your business and personal finances separate? WE CAN HELP! Our company provides complete Accounting, Bookkeeping, Payroll, Tax Prep and QuickBooks Support. From setup & training to recurring full-charge bookkeeping, we tailor our services to meet your specific business needs. No Job is too Small! Free 1 hour Consultation.

Serving area: Petaluma  CA •  Novato  CA •  Santa Rosa  CA •  Sonoma  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

Lori Street
 

Planning for Start-ups, Human Resource–employment documents, benefits, 401k plans, business insurance. Accounting, Income Taxes, & Bookkeeping—Personal, Corporations, Partnerships, Estates, Trusts & LLC's, Amended Returns. Experienced bookkeepers specializing in small-medium business payroll, bookkeeping, financial statement compilation, and QuickBooks set-up & support.

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

Connie Tritt, CPA
 

A full-service tax preparation firm, we are service-focused and proactive in responding to the needs of our clients. We specialize in helping new businesses get started - including which form of business to create, how to keep books and get loans. We represent taxpayers before the IRS, the CA State Franchise Tax Board and other taxing authorities. We can prepare personal and compiled financial statements for your lender. No company is too small to benefit from our services.

Serving area: Point Richmond  CA •  San Rafael  CA •  Oakland  CA •  Berkeley  CA

Owen Arnoff, EA
Randy Roth, EA

With more than three decades of business experience assisting small businesses to grow, Incompass offers a full-service bookkeeping and payroll service to businesses of all sizes. We are Certified QuickBooks ProAdvisors. Take advantage of our free one-hour consultation! We also do personal and business tax preparation! As Enrolled Agents, we are Admitted to Practice before the Internal Revenue Service and can assist you with IRS Audits, Appeals and Collection issues.

Serving area: Sacramento  CA •  Carmichael  CA •  Rancho Cordova  CA •  Roseville  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 $55 value).

Serving area: Sacramento  CA •  Roseville  CA •  Folsom  CA •  Santa Rosa  CA

Elizabeth Shwiff, CPA, PFS, CFE, CFP®, AEP
 Pat Polo, CPA & Howard Shwiff, CCIM/CPM, MBA

Providing a level of Tax & Financial Planning and attention to detail that is virtually unmatched in firms our size. Nine CPA Professionals, all QuickBooks & Quicken Certified. We sit down with you, one-on-one, and teach you through the actual practice of using your original financial data. Wealth-building advice & support, including & beyond the standard tax, accounting and bookkeeping services.

Serving area: San Francisco  CA •  Bay area  CA •  Oakland  CA •  East Bay area  CA

Emmanuel (Noel) A. Santos, JD, CPA, PFS, EA, MST, Realtor
 

E.A.S. is a CPA & Enrolled Agent providing comprehensive financial solutions in the areas of accounting, bookkeeping, payroll, tax, insurance, 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 achieve financial independence by serving as their tax, financial, and realty solutions partner.

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

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

Income Tax Return Preparation (all states), Tax Planning & Tax Problem Resolution. As an Enrolled Agent, I can represent taxpayers in all states. We also provide Expert Monthly Accounting & Bookkeeping, QuickBooks setup, cleanup, training & support, bookkeeping cleanup and monthly maintenance. • A+ rating from the BBB • Serving small businesses, LLCs, corporations, partnerships, nonprofits, startups & individuals. • Free Initial Consultation • Will work from your location or ours.

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

Marc Dickson, CPA
 Certified QuickBooks® ProAdvisors

•• The Supreme Court may strike down Defense of Marriage Act (DOMA). Protect your potential refunds now – call us! •• Specializing in tax planning and business consulting for individuals and closely held businesses. Servicing professional service firms, real estate ventures, startups and non-profits – financial statements, tax returns. Certified QuickBooks® ProAdvisors on staff providing QuickBooks consulting, bookkeeping and accounting services • Onsite, offsite or Pick-up & delivery!

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

Alan Steger, Enrolled Agent
 

Are you behind in filing your taxes or need year-round tax preparation? As a sole practitioner with 25 years experience, you will always work with me personally. I provide year-round tax service, informed tax planning, and can represent you before the IRS or Franchise Tax Board. My diverse client base includes musicians, consultants, artists, as well as many other small businesses and self-employeds.

Serving area: San Francisco  CA •  Oakland  CA •  San Jose  CA •  and the SF Bay area 

Igor Cherkas Principal, CPA and M.S. in Taxation
Tatiana Cherkas Co-Principal, P.E.

We are a small business and we service small businesses by transforming Accounting, Bookkeeping and Tax Systems into powerful Decision-Making Tools. Whether your choice of business entity is regular or S-Corporation, LLC, Partnership or Sole Proprietorship, my staff and I know from experience what small businesses need, and we offer simple, practical solutions for getting the job done. Please visit our website for the entire range of services we provide.

Serving area: San Francisco  CA •  San Jose  CA •  Oakland  CA •  Greater Bay Area 

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

Independent CPA, EA with personalized service. We provide complete Tax and Accounting Services + WE COME TO YOU. Year-round Tax Preparation and related filings, Tax Planning, Tax Audit Representation and Problem Resolution. Also Monthly Bookkeeping and QuickBooks services including setup, cleanup and maintaining of books, training and on-call support • Serving Individuals, Small Businesses, LLCs, Corporations, Partnerships, Nonprofits • 20 Years Exper. .• A+ rating by the BBB • See our website.

Serving area: San Francisco  CA •  Sausalito  CA •  Mill Valley  CA •  Tiburon  CA

Beverly Meyer, Bookkeeper
 

Bookkeeping for Individuals & Small Business is my specialty! I provide bookkeeping, write-up & cleanup including personal bookkeeping for busy professionals, elderly or retirees • Financial statements • Bank reconciliation • Sales tax filing • Business consulting • Qtr/YE Payroll tax filing (ex: household employees) 1099 / W-2s • Clients include medical, attorneys, property managers, non-profits, retail, restaurants, services businesses and individuals. Over 20 Years serving the West Bay Area.

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

Sarah Hansell, CPA
Christopher Hansell, CPA

For over 10 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 tax return preparation. We are Certified QuickBooks ProAdvisors, QuickBooks Online Certified, MS Office Accounting Certified and NetSuite Consultants. Contact us today to find how we can best serve you!

Serving area: San Francisco  CA •  South Bay  CA •  East Bay  CA •  Marin County  CA

Martin Lowe, MBA, EA, CPA
 Certified QuickBooks® ProAdvisor

Are you looking for high quality Tax Advice and complete Accounting Services at a reasonable price? I offer Bookkeeping, QuickBooks support, and Tax preparation, (individual, corp., partnership, trusts and estates), payroll, sales and property. Representation before all tax agencies. Clients include startup & established businesses, and Silicon Valley professionals. Your initial consultation is free.

Serving area: San Jose  CA •  Campbell  CA •  Los Gatos  CA •  Santa Clara  CA

Enrique Ynchausti, CPA, Managing Director
 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

Kim Harris, California Registered Tax Preparer
 Advanced Certified QuickBooks® ProAdvisor, QuickBooks Online & QuickBooks Point of Sale

Serving Silicon Valley with Accounting/ Bookkeeping, Payroll, and Tax Preparation services for small and medium sized business owners. Consulting and Business Start-up Services and system implementation for setup, support and training. Outsource all your Bookkeeping and Accounting and free up time to focus on business. Also providing remote services for accounting/bookkeeping.

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

Darius Phipps CQA, Certified QuickBooks® ProAdvisor, Xero Certified
Shahina Rana CQA, Certified QuickBooks® ProAdvisor, Xero Certified

Let us make your Bookkeeping & Tax deadline headaches go away. We provide Bookkeeping & Payroll, and Accounting system set-up. Outsourced bookkeeping is our specialty - On-Site, Off-Site or Online. Experience with Start-ups, Construction, Medical, Retail, Advertising/PR, Professional Services, Real Estate, Property Mgmt, Non-profit and Church/Clergy and support QuickBooks, Peachtree & Office Accounting. Certified by Sleeter Group. Certified Intuit Solution Provider. 6 Certified Staff Members

Serving area: San Jose  CA •  Campbell  CA •  Mountain View  CA •  Sunnyvale  CA

Christina Carter, EA
 Accredited Tax Advisor

Year-round personalized Income Tax Return Preparation, Planning, Consulting & Representation services for all situations - Personal, Business, Self-Employed, Partnership, Corporation, Non-Profit, Out-of-State, Prior Years, Amended, Non-Filer, Independent Contractor, Home-Based Business.

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

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

CPA with 20 yrs exp. Monthly Bookkeeping & Accounting, Tax Returns (all states), Tax Planning, IRS Representation & Tax Problem Resolution - Fed and States. As an Enrolled Agent, I'm licensed to represent taxpayers in all states. QuickBooks setup, support & training, bookkeeping cleanup, monthly maintenance. • Serving individuals, sole proprietors, LLC's, corporations, partnerships, nonprofits & startups • We're happy to come to you, and work at your location or ours. • Free Initial Consultation

Serving area: San Mateo  CA •  Palo Alto  CA •  Silicon Valley  •  Coastside 

John Miller, Enrolled Agent, Registered Financial Paraplanner
Pam Lim, Enrolled Agent

Preparation of TAX RETURNS since 1979 - Individuals, sole proprietors, LLCs, corporations, partnerships, non-profits, estates and trusts all at REASONABLE FEES - Authorized IRS E-filer - BOOKKEEPING SERVICES using Excel or QuickBooks at your location or ours - We do Payroll, 1099s, W-2s, and related tax filings - CONSULTATIONS, ASSISTANCE, or AUDIT REPRESENTATION on any tax or financial matter - NOTARY PUBLIC SERVICES - Bundled services available with low monthly payment plans - See our website

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

Brandon M. Danté, Accountant
 Certified QuickBooks® ProAdvisor

BOOKS IN BALANCE® is comprised of experienced and dedicated accountants, bookkeepers & consultants in the Marin County and surrounding area • We offer a full range of accounting, bookkeeping, payroll, tax and small business services • We will focus on your unique situation to provide the best in all possible areas of your business • We strive to effectively contribute to the success of our clients business • Quality-Respect-Service • Client is Key - Confidentiality Assured

Serving area: San Rafael  CA •  Larkspur  CA •  Corte Madera  CA •  San Anselmo  CA

Marshall Mohebali, ATP
 Certified QuickBooks® ProAdvisor

Accredited Tax Preparer - over 20 years experience in Business and Tax Consulting. Individual and Business Tax returns and e-file. 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, gas station, restaurant & staffing agency.

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

Tony Alabaster, QuickBooks ProAdvisor
Lien Quang, EA

Over 20 year’s experience • Tax Preparation - Corp & personal tax returns, E-file & direct deposits • Full range of business services - QuickBooks help, accounting, bookkeeping, payroll, consulting & remote access solutions • Tax planning, incorporation • We specialize in Non-profits, dentists, doctors, retail, restaurants, real estate, startups & small businesses • Call us!

Serving area: Santa Clara  CA •  San Jose  CA •  Fremont  CA •  Mountain View  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

Brian Marston
 Certified QuickBooks® ProAdvisor

We’re a family-operated business providing a wide range of services at competitive rates. Accounting, Bookkeeping, Tax and Medical Billing Services. Payroll Services, State & Federal Tax Preparation. Installation and data transfer services for QuickBooks. Medical Billing, Collection and Reporting, including Patient Billing and Insurance Carrier Billing. Clients incl. property management, construction, non-profits, retail, law offices and medical practices. Mobile Notary Services available.

Serving area: South San Francisco  CA •  Burlingame  CA •  San Mateo  CA •  Daly City  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: Sunnyvale  CA •  San Francisco  CA •  San Jose  CA •  Monterey  CA

Angela Shekhtman, CPA
 Certified QuickBooks® ProAdvisor, Notary Public

CPA (15+ years of experience) provides Affordable & Quality Accounting & Tax Services for Small Businesses & Individuals. I work closely with my clients. You will get the attention you need. Monthly bookkeeping, annual accounting, write up, payroll, sales tax, QuickBooks set up & training, income tax return preparation, international taxation, business registration, IRS representation & audit. Diverse industry experience. Outstanding references! Notary, Apostle and translation services.

Serving area: Walnut Creek  CA •  Pleasant Hill  CA •  San Francisco  CA •  San Ramon  CA

Sarah Hansell, CPA
Christopher Hansell, CPA

For over 10 years Hansell & Associates has added value to small and medium sized businesses. Our services include new business startup, accounting system selection & implementation, bookkeeping & accounting, payroll processing and tax return preparation. We are Certified QuickBooks ProAdvisors, QuickBooks POS Certified, MS Dynamics GP Certified, MS Office Accounting Certified and Certified NetSuite Consultants. Offices in San Francisco & Walnut Creek.

Serving area: Walnut Creek  CA •  East Bay  CA •  South Bay  CA •  San Francisco  CA