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What we do
Tax & accounting services
From your annual return to long-range planning and business books, Sandy provides the full range of services you’d expect from a seasoned CPA — with the personal touch you won’t find at a chain.
Most taxpayers say they benefit from using a professional preparer. Here’s what you get:
- Checked & recheckedYour return is reviewed for accuracy and screened for items the IRS may examine more closely, limiting future IRS contact.
- Faster refundsReturns are filed electronically so your refund arrives sooner.
- Smarter withholdingWe’ll show you how to adjust payroll withholding so you aren’t giving the IRS an interest-free loan.
- Next-year savingsA personalized look at deductions to lower next year’s liability, plus a checklist of commonly overlooked deductions.
Tax-saving strategies that help you keep more of what you earn:
- Grow & preserve assetsKeep more of your wealth working for you.
- Defer incomeKeep your money now and pay less tax later.
- Reduce taxes on incomeThrough timing, entity choices and legitimate deductions.
- Reduce estate & gift taxesSo your family keeps more and you can give more.
- Tax-smart investingUse tax-exempt and tax-deferred options to grow wealth faster.
- Retirement distributionsPlan withdrawals so you can retire in style.
Strategies we commonly use
Shifting income or expenses between years, splitting income among family members or entities, deferring liabilities with retirement plans and contributions, using tax-exempt investments, and structuring finances so the things you enjoy — like a vacation home — work for you at tax time.
- Catch-up bookkeepingWe’ll prepare your books for the year, start to finish.
- Schedule C & personal returnComplete sole-proprietor reporting coordinated with your individual return.
- Corporate & partnership returnsBusiness returns for S corporations, partnerships and LLCs.
- A system that sticksAn easy, practical setup to keep your books in tip-top shape next year.
- Entity & payroll guidanceAdvice on structure, estimated taxes and payroll withholding.
- Year-end planningEquipment purchases, inventory decisions and loss limits reviewed before December 31.
- Life eventsMarriage, a new baby, college, a home sale, inheritance or retirement.
- IRS & FTB lettersHelp understanding and responding to notices from the IRS or California Franchise Tax Board.
- Equity compensationGuidance for Bay Area professionals with stock options, RSUs and ESPP shares.
- Rental propertyDepreciation, expenses and reporting for real estate investors.
Let’s talk
Questions about your return or your tax picture?
Existing clients can book an appointment online or send a note anytime. Sandy answers personally.