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DETAILS

Your Tax and Accounting Partner for Life

General Info
We are a team of seasoned, technically skilled, well-educated (but continually learning), super-friendly professionals providing tailored professional tax & accounting information, advice, strategies, & analysis--with a personal touch--to business owners, decision makers (including trustees and executors) & their extended family members of all ages to facilitate creation & preservation of family wealth in the greater South Bay Area. We do this by educating our clients to: use their business financial information for better management and planning of operations understand real and proposed complex business and tax situations implement tax reduction strategies plan for their retirement or their exit from the business plan and implement their estate and gifting goals based on their values and personal wishesOur long-term goal is to create lifetime business and family relationships with our clients that provide shared prosperity.
Hours
Regular Hours
Mon - Fri:
Categories
Financial Services, Accountants-Certified Public, Accounting Services, Bookkeeping, Tax Reporting Service, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives
Services/Products
*Tax Preparation and Planning *Tax Research Projects *Audit Representation *QuickBooks Installation and Assistance *Financial Statement Preparation *Small Business Bookkeeping
Payment Options
Brands
quickbooks
Location
Neighborhood
Central Campbell
Associations
California Society of CPAs Santa Clara County Estate Planning Council ElderCare Matters Campell Chamber of Commerce Institute of Managment Accountants
Other Information

Wheelchair Accessible: Yes

Parking: Lot, Free

Data provided by one or more of the following: Thryv, Data Axle, Yext.