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Services We Provide

For Bay Area Small Businesses & Individuals

Our services are built around your situation. We pay special attention to your unique circumstances, carefully explain each step, and walk you through the process so you're never left with confusion. Tax and accounting can feel overwhelming — we try to simplify everything for you, so you always know where you stand and what comes next.

Business Setup

Starting a business the right way means more than registering a name. We help you lay the legal, tax, and financial foundation your business needs to grow.

  • Business structure consultation
  • LLC & corporation formation
  • EIN registration
  • Business bank account guidance
  • Business licenses & permits
  • Initial bookkeeping setup
  • S-Corp election (Form 2553)
  • Registered agent & compliance

Tax Preparation

Whether you're a W-2 employee, freelancer, rental property owner, or business entity — we make sure your returns are accurate, optimized, and filed on time.

  • Federal & state returns (Form 1040)
  • W-2 & 1099 income reporting
  • Deduction optimization
  • Self-employment (Schedule C)
  • S-Corp returns (Form 1120-S)
  • Partnership returns (Form 1065)
  • Rental income (Schedule E)
  • Quarterly estimated payments
  • Capital gains & investment income
  • Amended returns (Form 1040-X)
  • Payroll tax filings (941 / DE-9)
  • IRS correspondence & notices

Accounting & Bookkeeping

Clean books aren't just for tax time — they're the foundation of every smart business decision. We keep your financials organized and accessible all year long.

  • Monthly bookkeeping
  • Bank & credit card reconciliation
  • Profit & loss statements
  • Balance sheet preparation
  • Accounts payable & receivable
  • Cash flow management
  • Financial cleanup & catch-up
  • Year-end financial package
  • QuickBooks setup & support

Payroll

Timely, accurate payroll keeps your employees happy and keeps you compliant. We handle the details — from processing paychecks to filing payroll taxes — so you can focus on your business.

  • Employee payroll processing
  • Direct deposit setup
  • Payroll tax filings (941 / DE-9)
  • W-2 & W-3 preparation
  • New hire reporting
  • State payroll compliance
  • Garnishment & deduction tracking
  • Year-end payroll summaries

Venture Capital Industry

We have specialized expertise in the venture capital world — serving VC funds, management companies, and portfolio businesses with the nuanced accounting and tax support they require.

  • Fund accounting & reporting
  • Capital call & distribution tracking
  • LP reporting support
  • Portfolio company accounting
  • K-1 preparation & review
  • Management company bookkeeping
  • Investment income reporting
  • Carried interest calculations
Get a free consultation  —  (510) 320-3090