Elder & Company CPA's

Accountant in Morgan Hill, CA (show on map)

Elder, Rock & Company is a full-service Accounting firm licensed in California, offering a broad range of services for business owners, executives, and independent professionals in the Morgan Hill, CA area.

Call (408) 825-1300

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About

Elder, Rock & Company is a full-service Accounting firm licensed in CA, offering a broad range of services for business owners, executives, and independent professionals. The firm is committed to three fundamental principles: professionalism, quality work, and responsiveness.

They offer tax services, business services, and personal financial planning. Eighty percent of their new business comes from referrals.

In business 30+ years serving the Bay Area

Committed to professionalism, quality work, and responsiveness

80% of new business comes from referrals

Team includes CPAs, Enrolled Agents, and a former IRS Revenue Agent

Broad range of services for business owners, executives, and independent professionals

Affordable, experienced, and friendly

Services

Tax Preparation

Professional income tax preparation and filing services for individuals, families, trusts, and businesses.

Personal Tax Preparation Business Tax Preparation Trust Tax Preparation Electronic Filing

Tax Planning

Strategic tax planning services to help minimize tax liability and optimize financial outcomes.

Tax Strategy Development Year-End Planning Business Tax Planning

Tax Problems

IRS audit representation and resolution of tax issues including non-filed returns, back taxes, payroll tax problems, and more.

IRS Audit Representation Non-Filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Liens IRS Levies Offer In Compromise IRS Payment Plan Innocent Spouse Relief

Business Services

Comprehensive business services including compilations, strategic planning, and QuickBooks support.

Compilations Strategic Business Planning Succession Planning New Business Formation QuickBooks Services QuickBooks Setup QuickBooks Training

Personal Financial Planning

One-on-one guidance to help manage risk and improve financial performance.

Risk Management Investment Strategies Retirement Planning

Estate Planning

Estate planning services to help ensure the growth and longevity of your wealth.

Estate Planning Wealth Management

Credentials & Certifications

Licensed in California

CPA - Certified Public Accountant

EA - Enrolled Agent

PFS - Personal Financial Specialist

Frequently Asked Questions

My company's books are a nightmare. I don't even know where to start! +

We take care of your books for you, so you can get back to the job of running your business and generating profits.

I'm spending all my time managing payroll for my employees. +

We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.

I use Quickbooks, but I'm not sure I'm getting the most out of the software. +

We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.

I made a mistake on my taxes. +

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

I need help planning my family's financial future. +

We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.