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Accounting & Tax - Professionals

"By working with qualified and certified tax professionals, individuals and businesses can take a proactive approach to managing their tax obligations and maximizing their financial well-being."

We are a boutique accounting and advisory firm located in the heart of downtown Pleasanton. Since 2008, our team has been providing trusted tax, accounting, and financial services to individuals and businesses throughout the local community.

Our dedicated professionals help you navigate the financial side of your business while also addressing the critical elements—planning, structure, and strategy—that support long-term success. We believe in lasting partnerships. Whether you’re starting a new venture, streamlining your operations, or scaling into the next stage, our goal is to simplify the complex and give you the clarity to make confident decisions. With us by your side, you’ll have the tools and guidance to focus on what matters most—growing your business.

Don't stress over your accounting. Allow us to find workable, beneficial solutions for you. Call (925) 271-7055 today or request your consultation online to learn more.

Trust & Estate Planning

Safeguarding your legacy for future generations.
IRS Problem Resolution

Expert guidance to resolve tax challenges with confidence.
New Business Formation

Setting the foundation for lasting success for your business.
Business Accounting

We handle the numbers so you can plan, grow, and scale your business with confidence.
Trusted
Partnerships

Seamless coordination with wealth managers, CPAs, financial planners, and more.

Accounting Services

As a business owner you have a responsibility to understand IRS and State requirements for your entity, but you don’t have to manage it alone. Save on employment costs by trusting a professional service.

QuickBooks Streamline your bookkeeping with QuickBooks setup, training, and support designed to keep your financials accurate and up to date.
Tax Preparation Accurate and timely tax filing for individuals and businesses, ensuring compliance while maximizing your deductions and credits.
IRS Problem Resolution Professional guidance to resolve audits, back taxes, and IRS notices quickly, so you can regain peace of mind and financial stability.