Our Tax Services

We have an experienced team of CPAs and tax preparers ready to prepare returns and provide advice on how to minimize your tax liabilities and keep more of your hard-earned money.
We prepare taxes for:

  • Individuals
  • Small Businesses
  • Partnerships
  • Corporations
  • Trusts

Customized services are also available for businesses, including:

  • Full Service Bookkeeping
  • Portal with access to all important financial data
  • Processing of your requested Accounts Payable Payments
  • Preparation of your bank account reconciliations
  • Preparation of month-end financial statements
  • Payroll and Sales Tax reporting
  • Property Tax reporting
  • Forms 1099 and W2 Preparation
  • Year-End reporting and Adjusting Entries

Other Features

  • Electronic Copies of Returns
  • Electronic Document Submission
  • Monthly Tax Tips email
  • Monthly Tax & Investment Newsletter


CONTACT US today or CALL (707) 576-8700 to schedule an appointment for a free review of your recently filed income tax returns. Bring in copies of your last three years of tax returns, and we’ll review your returns with you and see how your tax liabilities could have been reduced and what you could do going forward to minimize your taxes.