• 1979 ESTABLISHED
  • 72 MUNICIPAL CLIENTS
  • 30-40 SINGLE AUDITS ANNUALLY
  • 45+ NONPROFIT CLIENTS
  • 1 LOCAL OFFICE PLEASANT HILL
  • 0 LAWSUITS

Tax

Jun 3, 2022

With a tax team including three shareholders and approximately eight staff, we are able to provide personalized and affordable services to all of our individual and business tax clients. We prepare more than a thousand returns annually, and also provide a wide variety of tax planning and consulting services.

  • Individuals
  • Partnerships
  • Corporations
  • Exempt Organizations
  • Trusts & Estates
  • Gift & Estate Taxes
  • Tax Planning and Projections
  • Estate, Trust & Charitable Consulting
  • Required Filings for Business Entities
  • Representation for Tax Audits

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