The East Bay's
Premier Tax Service Firm
Services
Offered
Income Tax Compliance
Preparation of a comprehensive array of returns including individual, trust, corporate, partnership and more. There is no income tax return, in any state, that we cannot handle.
Business Compliance
Sales tax, unsecured property tax (571-L), payroll, local business tax license, etc. (If it involves a form with numbers on it, we can prepare it for you)
Ongoing Periodic Bookkeeping
We can keep your books for you either quarterly or monthly if you don’t have the bandwidth internally. We can also step in temporarily when there is a transition of your own accounting staff or outside contractor. (If it involves a form with numbers on it, we can prepare it for you)
Income Tax Planning
Preparation of tax plans to predict necessary estimated tax payments or to do “what if” analysis. We use software that allows us to efficiently model income tax results across years and cases.
Accounting Consulting
Accounting system design & implementation, management information system design & forensic analysis. We provide a role that ranges from just giving some simple advice, to full-service accounting, to helping you find a qualified outside bookkeeper. Our goal is to help you achieve your accounting objectives in the most cost effective manner. (YES – we are Quickbooks Pro Advisors)
Other
Other services include foreign tax reporting, trust & estate administration, real estate compliance and planning, and small business accounting.
VISION
I worked for other CPA tax firms in Marin for seventeen years (the Old World) before starting my own firm in 2019. I had been think-tanking about what the perfect tax firm would look like – ideal in terms of workplace environment and customer satisfaction – for a long, long time.
I saw something very different from the Old World – without so much focus on profitability. I developed a philosophy “Build It and They Will Come.” (yeah, maybe I lifted this from somewhere in popular culture). I theorized that by first focusing on putting into place the people and the infrastructure (aka the mousetrap), a firm could then more effectively grow because it would have the bandwidth.
In the Old World, we were in constant need of resources and this became an obstacle to growth. Not that I didn’t try, my employers could never see past the upfront cost of this strategy….and so here I am. While I remain firmly rooted in this New World dream, I have come to realize that running a business is wicked hard and I have a newfound respect for anybody that tries.
"My eyes on your tax picture"
- Jeffrey A. Lewis, CPA
LOCATIONS in California, US