Individual Tax
Personal tax preparation built for the complexity of Bay Area financial lives. We handle diverse income streams, equity compensation, international holdings, and multi-state requirements with meticulous accuracy.
Entity Tax
Tax preparation and compliance for LLCs, S-corps, C-corps, and partnerships. We manage federal and state returns, multi-state apportionment, estimated payments, quarterly filings, and year-end planning.
Tax Planning
Proactive tax strategy that looks beyond the current year. We analyze your full financial picture to reduce your tax burden through smart timing, entity optimization, and long-term planning.
Equity Compensation
Expert guidance for tech professionals navigating RSUs, ISOs, NSOs, and ESPP plans. We help you understand vesting, exercise timing, and tax-efficient strategies for your company stock.
International Tax
Cross-border compliance for individuals and businesses with international ties. Mandarin-speaking team members provide culturally fluent service for our diverse Bay Area community.
Bookkeeping & Payroll
Clean books and compliant payroll are the foundation of good business decisions. We offer flexible bookkeeping on your schedule and full-service payroll for teams of all sizes.
Entity Services
From initial formation to ongoing compliance, we handle the administrative backbone of your business entity so you can focus on building your company.
Sales Tax
Quarterly and annual sales tax filings to keep your business compliant across jurisdictions. We handle nexus tracking and multi-jurisdiction support.
Estate & Trust Services
Comprehensive trust administration, fiduciary tax compliance, and coordination with estate planning attorneys. We help families protect and transfer wealth with confidence.
Advisory Retainer Packages
Year-round access to tax and accounting expertise beyond compliance season. Choose from three tiers designed to match your level of complexity and need for ongoing guidance.
ASC 740 Income Tax Accounting
GAAP-compliant income tax provisions for privately-held companies that need them for audited or reviewed financial statements, IPO readiness, M&A transactions, or multinational consolidations. Led by Managing Partner Alfonso Nuñez (CPA, JD).
Private Company Practice
Integrated business + owner + family tax practice for privately-held companies whose owners want one firm handling the business return, the family wealth strategy, and the cross-entity planning between them. Led by Managing Partner Alfonso Nuñez.
Business Tax Consulting
Strategic tax consulting on top of routine compliance: M&A transaction tax, R&D credit, accounting method changes, IRS controversy, and exit planning. The advisory tier Al Nuñez built over 20+ years at Andersen Tax and RSM US LLP.
R&D Tax Credit
Federal R&D credit (§41) studies built to survive IRS audit, paired with §174 R&E capitalization compliance and the §41(h) payroll-tax offset for qualified small businesses (up to $500,000 per year against employer FICA). The most under-claimed federal credit available to engineering-heavy private companies.
Payroll Services
Full-service payroll through our integrated ADP partnership. We handle every aspect of payroll processing, tax deposits, and compliance reporting so you can focus on your team.
Accounts Payable
Cloud-based accounts payable services that streamline your payment processes with real-time tracking and direct integration with your accounting system.
Employee Benefits
Broker and consultation services for evaluating, selecting, and implementing employee benefit programs. Our integrated approach ensures your benefits work directly with payroll and HR.
