Walnut Creek CPA

We are a small Walnut Creek based CPA firm that focuses on you, the client. As your CPA, we are committed to achieving excellence as we strive to successfully achieve your individual and business goals and objectives. Quite simply, your tax needs become our needs. We offer a complete array of tax and consulting services to meet those objectives.

CPA Fees

A word about our fees. We feel you are entitled to know, in advance, the cost of our services. We will be happy to quote you a price for the CPA work you require.

Our certified public accounting (CPA) services are designed to allow you more time to focus on building your business. Our office is up to date on tax law changes to maintain that you are able to take advantage of applicable tax incentives.

Individual Taxes – personal tax returns
Corporate Taxes – business tax returns
Partnership Taxes – partnership tax returns
Trusts – prepare trust tax returns
Estates – prepare estate tax returns
Sales Tax Returns – prepare quarterly and annual sales tax returns for small businesses
Tax Planning – consultation to plan for the upcoming year’s tax return
Accounting software assistance – QuickBooks

Services

Preparing our own income tax return can be a task that leaves you with more questions than answers. Today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Our commitment consists of providing our clients with tax planning strategies to minimize your tax liability. Our CPA services include:

Tax return preparation for:

Individuals
Corporations
S-Corporations
Partnerships
Trusts and Estates