Bob provides income tax preparation for individuals, partnerships and corporations as well as tax representation in the event of an audit and negotiation of offers in compromise.

As a Quickbooks® Expert, Bob installs the program, custom designs a chart of accounts and edits your preferences to maximize the functionality of the program for your needs and create the reports necessary to run a successful business. Additional services include temporary CFO/Controller services, assisting small business and professional offices with financial management, entering transactions on behalf of clients, reconciling bank statements, preparing adjusting journal entries, processing payroll, preparing payroll tax deposits, payroll tax returns, sales tax returns and training owners and staff to perform daily bookkeeping functions in Quickbooks®

Tax Preparation

  • Individuals
  • Partnerships
  • Corporations

Tax Representation

  • Audit Representation
  • Offers in Compromise
  • Installment Agreements

Quickbooks® Consulting

  • Installation
  • Set-Up
  • Configuration
  • Training

Financial Statements

  • Income Statements
  • Balance Sheets

Sales Tax

  • Electronic Payments
  • Filing of Returns

Enrolled Agent for the IRS serving the North San Francisco Bay Area, including Sonoma, Napa, Marin and Solano Counties.