Question 1

What types of clients do you work with?

Accepted Answer

We work with individuals, families, retirees, and closely held businesses throughout San Mateo County, the San Francisco Peninsula, and the wider Bay Area. Many clients have been with the firm for decades, and in a number of cases across generations.

Question 2

Do you work with small businesses?

Accepted Answer

Yes. As a small business CPA in San Mateo we support sole proprietors, LLCs, partnerships, and S and C corporations with bookkeeping, payroll processing, financial statements, business tax preparation, and year-round planning.

Question 3

Do you provide individual tax preparation?

Accepted Answer

Yes. Individual tax preparation is a core service. We prepare federal and California returns, coordinate estimated payments, and review prior-year returns for anything that should be corrected or amended.

Question 4

Do you assist with multi-state returns?

Accepted Answer

Yes. We regularly prepare multi-state returns for clients who moved during the year, work across state lines, or own rental property outside California, and we handle the credits that prevent the same income from being taxed twice.

Question 5

Do you assist with digital asset tax reporting?

Accepted Answer

Yes. Where applicable, we can assist clients with organizing and reporting digital asset-related tax information as part of their broader tax and accounting needs.

Question 6

How do I schedule a consultation?

Accepted Answer

Call the San Mateo office at (650) 383-3944 during business hours, Monday through Friday from 9:00 AM to 5:00 PM, or send a message through the contact form and we will follow up.

Question 7

What documents should I bring to my first appointment?

Accepted Answer

Bring photo ID, Social Security numbers for everyone on the return, all income forms (W-2, 1099, K-1), deduction records such as mortgage interest and charitable giving, business income and expense summaries, brokerage and digital asset statements, and your prior-year federal and state returns. Our Resources page has a full checklist.

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