Services
CPA Services in San Mateo
Tax preparation, accounting, payroll, and advisory services for individuals, families, and small businesses across San Mateo County and the San Francisco Peninsula.
Individual Tax Services
Tax preparation
Individual tax preparation designed to help San Mateo clients meet their filing obligations accurately and efficiently.
Tax planning
Year-round planning focused on helping you understand potential tax consequences and make informed financial decisions.
Multi-state returns
Preparation and coordination of returns for clients who live, work, or own property in more than one state.
Retirement planning support
Tax-focused guidance on distributions, contributions, and the timing of retirement income.
Estate and trust tax returns
Careful preparation of fiduciary returns, with attention to beneficiary reporting and filing deadlines.
Business Services
Small business accounting
Accounting support designed to help small-business owners maintain organized records and better understand their finances.
Payroll processing
Accurate payroll runs, tax deposits, and quarterly filings so your team is paid correctly and on time.
Financial statements
Clear, timely statements you can use for lenders, investors, and everyday management decisions.
Bookkeeping support
Ongoing bookkeeping that keeps your accounts reconciled and your records ready at tax time.
Business tax preparation & compliance
Business tax preparation and filing support for corporations, partnerships, LLCs, and sole proprietors.
Business tax planning
Proactive planning around entity structure, timing, and deductions to help avoid year-end surprises.
Advisory Services
Tax strategy
Practical strategy for individuals and owners who want a clear view of the tax impact of major decisions.
Business consulting
Guidance on entity selection, recordkeeping systems, and the financial side of growth decisions.
IRS representation
Experienced representation for IRS and California notices, examinations, and payment resolutions.
Financial guidance
Straightforward advice from a Certified Public Accountant who knows your history and your goals.
Specialized Tax Matters
We also assist clients with tax reporting and documentation related to a variety of specialized financial activities, including digital assets, when applicable.
Not sure which service you need?
Call the office and we'll point you in the right direction.