New Business Setup

At Tax & Financial Services we work with you as your business partner from the very beginning. Our goal is to understand your business goals and then work on a smooth start up process so that you can focus on growing your business.

Business Tax Services

Our experienced accountants will help with preparing and filing your complex C Corporations, S Corporations, Partnerships, LLC and LLP tax returns. We also provide great tax savings strategies and year-end tax planning to reduce your taxes.

Personal Tax Services

We provide tax planning and consultations to individuals so that your can minimize your tax liabilities on your RSU's, ISO's and ESPP's. We also help small businesses with their tax returns including rental property owners.

IRS & CA Tax Audit Representations

Dealing with the IRS and FTB can be very time consuming and stressful. Our experienced accountants will represent you in front of the IRS and California and help navigate you through the process and make sure your rights as a taxpayer is protected.

Initial Consultation
Advice on writing business plan
Filing Federal and State Registration forms
Pros and Cons of Incorporating
Setup stock options to minimize tax liability
Record keeping requirements
Bookkeeping Strategies

Existing business consultations
Tax Services for Corporations and Partnerships
Business Accounting Services
Prepare financial statements and budgets
Streamline your accounting system
Bookkeeping & Accounting Services

Personal Tax Services
Small business consultation
Rental Property tax returns
Prepare ITIN paperwork
Prepare previous year tax returns
Prepare ITIN paperwork
Prepare previous year tax returns
Tax Planning including RSU's, ISO's and ESPP's.

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