Upcoming Deadlines
  • January 18, 2011 4th Quarter Estimated Payments due
  • January 31, 2011 4th Quarter and Annual payroll tax return deadline
  • March 15, 2011 December Fiscal year end corporate tax deadline
  • April 1, 2011 Deadline to have information to our office for April Filing
  • April 18, 2011 Last day to file extensions for 2010

Home

Our Mission

To help individuals and small businesses achieve financial succes in an ever changing world.

Company Profile

Located in Pleasanton, California just 40 miles east of San Francisco, where we the serve the greater Bay Area, surrounding areas and several clients throughout California and other states. For those of you in the Bay Area, we are conveniently located across the street from the Stoneridge Mall, with easy access from both the 580 and 680 freeways. With over 30 years of tax and accounting experience, and open year round, we offer multiple services to meet your accounting and tax preparation needs.

Contact Information

Telephone: 888-35-TAXES (888-358-2937)

Fax: 925-469-0900

Postal Address: 405 Boulder Ct, Suite 400, Pleasanton, CA 94588

Tax Planning

Retirement accounts are a powerful tax planning tool. There are many different types of retirement accounts that allow you to set money aside tax deferred for retirement. Please see our retirement options page for more detailed information on the different types of retirement accounts available and the different rules that apply to them, and the maximum contribution limit for each plan type. If you would like more information on retirement planning, or a referral to a financial planner, please call our office.