Tax time doesn’t have to mean panic and stress.
Cynthia A. Wilkinson, CPA, MS Taxation, helps Tri-Valley individuals, families, small businesses, estates and trusts keep more of what they earn — with year-round planning, careful preparation and an advocate in your corner if the IRS comes calling.
I can help you maximize your tax situation.
Constantly changing and ever more complex tax laws make it hard to know where you stand. Your best protection is a smart game plan.
A CPA can help you find effective, practical measures to counteract changes that could adversely affect your return. If you’d rather not spend the time and energy it takes to prepare your returns, leave it to someone who finds the work exciting and rewarding.
- Year-round monitoring of tax law changes that affect you
- Tax-saving strategies tailored to your unique situation
- Every allowable deduction, actively uncovered
- Representation if your return is selected for examination
Accounting is more than just numbers.
Minimizing your tax liability is only part of the picture. I offer a complete range of tax planning and accounting services.
Individual Tax Preparation
Accurate federal and California returns that capture every allowable deduction — including complex, multi-state and business-owner returns.
Learn more →Tax Planning & Strategy
Proactive, year-round planning and estimated tax calculations so there are no surprises in April.
Learn more →Small Business
Entity selection and returns for C-Corps, S-Corps, partnerships, LLCs and sole proprietors — plus real business problem-solving.
Learn more →Estate, Trust & Gift
A total program of estate, trust and gift tax return preparation that maximizes benefits for you and your heirs.
Learn more →Life Transitions
Guidance through the tax implications of marital dissolution, family gifting, retirement and inheritance.
Learn more →IRS & FTB Representation
If your return is selected for audit, I negotiate with and represent you before the IRS and California Franchise Tax Board.
Learn more →A simple, secure process.
Whether we meet in San Ramon or online, here’s what working together looks like.
Book a time
Call or email to schedule an in-person or virtual appointment.
Gather & upload
Use the tax organizer and questionnaire, then upload documents securely through ShareFile.
Plan & prepare
I prepare your returns, look for every deduction and flag planning opportunities for next year.
Review & e-sign
Review your finished returns, sign electronically and I’ll e-file — no office visit required.
“Knowing that Cyndi is on top of our personal and business income taxes is a huge relief.”— Jackie L., longtime client who kept Cyndi after moving out of California
What’s new this year?
Plain-English updates from Cyndi on the changes that matter to you.
Tax Considerations from the One Big Beautiful Bill Act
The major individual, family and business provisions of the new law — and planning moves to consider now.
Read the update →
Energy Efficient Home Improvement Credit
Annual limits for windows, doors, heat pumps and audits — and the difference between a credit and a rebate.
Read more →
Beware of Scammers Posing as the IRS
How the IRS really contacts you, common scams by email, text and phone, and the warning signs to watch for.
Read more →Ready to send your documents?
Upload tax documents through my encrypted ShareFile portal — never by regular email.
Stop dreading April 15th.
Let’s build a plan that keeps more of what you earn — and takes the stress off your plate.