Bayshore Tax and Consulting

Great Advice Starts with a Great Partnership.

Tax preparation service in Palo Alto, CA (show on map)

3.2

★★★☆☆

5 reviews

Bayshore Tax & Consulting is a boutique CPA firm with offices in Palo Alto and Los Gatos, California, offering tax filing, compliance, planning, bookkeeping, payroll, and business advisory services.

Call (650) 326-9100

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About

Bayshore Tax & Consulting is a boutique accounting firm that is part of Platform Accounting Group, a next-gen accounting collective. The firm operates from two California offices located in Palo Alto and Los Gatos, and provides comprehensive tax and accounting services to individuals and businesses.

Services include tax filing and compliance for individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax. The firm also offers tax planning, business advisory services, cloud-based bookkeeping, payroll management, estate gift and trust return preparation, IRS representation, and second review of existing tax returns. The firm employs a team of CPAs, Enrolled Agents, and tax professionals, and emphasizes a collaborative, personalized approach to financial guidance.

Boutique firm providing personalized, collaborative partnership approach

Over 40 years of combined experience among principals

Part of Platform Accounting Group, a next-gen accounting collective

Two office locations in Palo Alto and Los Gatos

Team includes CPAs, Enrolled Agents, CPWA, and PFS credentialed professionals

Cloud-based bookkeeping technology

Services

Tax Filing & Compliance

Tax compliance experts with experience across individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax preparation and compliance.

Individual tax returns Business tax returns Non-profit entities Foreign asset reporting Sales and use tax Property tax

Tax Planning

Focus on areas clients may not have considered, covering estate and gift taxes, stock option compensation, real estate transactions, multi-state planning, and tax credit utilization.

Estate and gift tax planning Stock option planning Real estate transaction planning Multi-state planning Tax credit utilization

Business Advisory Services

From entity choice analysis to setting up accounting systems and analyzing performance, through planning for or guiding the sale or merger of a business.

Entity choice analysis Accounting system setup Performance analysis Business sale planning Merger guidance

Bookkeeping

Cloud-based technology to simplify record keeping, enabling clients and the firm to focus on smart strategic decisions that move the business forward.

Cloud-based Record keeping simplification Strategic decision support

Payroll

Administrative payroll duties offloaded from the business owner while ensuring good strategic decisions are made for the company.

Administrative duties handled Strategic payroll decisions

Estate, Gift & Trust Return Preparation

Services to help preserve legacies and minimize taxation for estates, gifts, and trusts when transferring wealth to the next generation.

Estate return preparation Gift tax planning Trust return preparation Multi-generational wealth transfer

Credentials & Certifications

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Certified Private Wealth Advisor (CPWA)

Personal Financial Specialist (PFS)

Member of American Institute of Certified Public Accountants

Member of California Society of Certified Public Accountants

Reviews

Rating

3.2

★★★☆☆

Reviews

"I'd highly recommend them."

Frequently Asked Questions

What services does Bayshore Tax & Consulting offer? +

Bayshore Tax & Consulting offers Tax Filing and Compliance, Tax Planning, Business Advisory Services, Bookkeeping, Payroll, Estate Gift and Trust Return Preparation, IRS Representation, and Second Review services.

What types of tax compliance do you handle? +

The firm handles tax compliance for individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax preparation and compliance.

What areas does tax planning cover? +

Tax planning covers estate and gift taxes, stock option compensation, real estate transactions, multi-state planning, and tax credit utilization.

Do you offer business advisory services? +

Yes, business advisory services include entity choice analysis, setting up accounting systems, analyzing performance, and planning for or guiding through the sale or merger of a business.

Where are you located? +

Bayshore Tax & Consulting has two offices: 2479 East Bayshore Road Suite 100 in Palo Alto, CA 94303 and 20 S Santa Cruz Ave Suite 210 in Los Gatos, CA 95030.

What industries have you served? +

The firm has served manufacturing, investment advisors, professional services, construction and development, interior design firms, non-profit organizations, technology, real estate, and investment funds.

How do you handle IRS representation? +

The firm has decades of experience working with the IRS through small and large issues, and takes the stress and anxiety of IRS matters off clients' shoulders.

Do you offer virtual or online services? +

The firm offers a Client Portal for document upload and access. Specific virtual service details are not extensively documented in the text.