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We provide tax, advisory, and accounting services for businesses and individuals. Our focus is on proactive and innovative tax planning in order to minimize tax liability and audit risk. We pride ourselves on helping our clients gain a greater understanding of their taxes and achieving financial peace of mind.

  • Individual tax return preparation

  • Business tax return preparation (Partnerships, LLCs, and Corporations)

  • Trust, gift, and estate tax return preparation

  • Tax planning and compliance

  • Tax efficient stock option strategizing

  • Representation before tax authorities

Bay Area Tax Group Ledger
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