As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Tax Planning and Strategy


Judge Learned Hand best stated the doctrine of tax planning in 1947 when he wrote:

“Over and over again, courts have said there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich or poor, and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced extractions, not voluntary contributions.”

Commissioner v. Newman, 159 F.2d 848 (CA-2, 1947)

It’s very important that tax planning is done on an on going basis when all the different business transactions have not been completed already. This gives the taxpayer more control over the tax consequences. Otherwise, once the tax year has ended, in most cases, clients might be limited to presentation of the facts to the IRS in the most favorable, legally acceptable manner possible.

Our approach truly makes all the difference, allowing you the opportunity to save on taxes, remain compliant and often offset the investment you’ve made in us.In fact, our engagements are specifically structured around providing the flexibility to meet with you regularly so that we can stay on top of your evolving businesses. We always want our advice to be proactive and on-point.

Our goal at this accounting firm is to work with small business owners and utilize business tax laws that minimizes tax liabilities and keep more cash in the business.

As IRS Enrolled Agents, we are constantly attending tax training’s and seminars to stay abreast of the revolving tax landscape and to collaborate on practical, unique ideas and ways to apply them within the tax law. Our accountants spend more than 80 hours a year just attending tax laws and tax update seminars so that we can help our clients get the most tax benefits possible.

Have a question?

Our Palo Alto Tax Accountants and Fremont Tax Accountants offer free initial consultations.

Call 650-600-1829 for the Palo Alto office or 510-200-8290 for the Fremont office and get some answers to your questions today.

Its not office hours? Email us at before you forget your question.


At Tax and Financial Services, we work as allies and partners for your new or existing business. We do the boring bookkeeping and and tax planning throughout the year so that your time can be better spent marketing, networking and improving your product.


Palo Alto Accounting Firm
TEL: 650-600-1829
530 Lytton Ave, 2nd Floor
Palo Alto, CA 94301

Fremont Accounting Firm
TEL: 510-200-8290
3900 Newpark Mall Dr, 3rd Floor
Newark, CA 94560