Irvin Abrahamson & Co

Accountant in Palo Alto, CA (show on map)

1.0

★☆☆☆☆

1 reviews

CPA firm serving Palo Alto and Silicon Valley for over 55 years, offering tax preparation, tax planning, consulting services, and personal financial planning.

Call (650) 856-6161

Navigate to Visit website

About

Irvin, Abrahamson & Company has been serving the Peninsula and Silicon Valley for over 55 years. The firm offers accounting, tax planning, tax return preparation, personal financial planning, estate and trust planning, small business consulting, and a full complement of individualized services.

Located in Palo Alto near the California Avenue business district.

Over 55 years of serving the Peninsula and Silicon Valley

Small enough to know clients personally, large enough to offer full array of services

Firm conveniently located in Palo Alto near California Avenue business district

Free parking surrounding the building

Member of AICPA, California Society of CPAs, and AccountantsWorld

Services

Financial Planning

Personalized financial planning covering short, intermediate, and long-term financial goals, including insurance planning, tax planning, retirement planning, and estate planning.

Consultative discovery meeting Strategy planning Implementation Review and ongoing support

Retirement Planning

Long-term retirement planning to help create a fulfilling retirement, covering goal understanding, current position analysis, plan development, and ongoing support.

Goal discovery Financial inventory analysis Retirement plan development Pension and benefit advice Ongoing reviews

Estate Planning

Estate planning services to ensure estates are handled according to wishes, including will education, powers of attorney, executor selection, and beneficiary designation.

Will education Powers of attorney (POA) Executor selection Beneficiary designation Estate tax minimization Legacy distribution

Tax Planning

Tax planning and tax return preparation services to minimize tax liabilities through prudent planning and foresight.

Tax strategy planning Tax return preparation Tax-efficient portfolio management

Charitable Giving

Charitable giving planning for individuals wanting to share assets or income with charitable organizations.

Charitable giving strategy Legacy planning

Accounting Services

Full range of accounting services for individuals and businesses tailored to meet client needs.

Financial statement preparation Small business consulting

Credentials & Certifications

American Institute of Certified Public Accountants (AICPA) Member

California Society of CPAs Member

AccountantsWorld Member

Reviews

Rating

★☆☆☆☆

Reviews

"On-site services"

Frequently Asked Questions

How long has Irvin, Abrahamson & Company been serving the community? +

Irvin, Abrahamson & Company has been serving the Peninsula and Silicon Valley for over 55 years, originally noted as 35+ years in some content.

What services does Irvin, Abrahamson & Company offer? +

The firm offers financial planning, retirement planning, estate planning, tax planning, charitable giving planning, and accounting services for individuals and businesses.

Where is Irvin, Abrahamson & Company located? +

The firm is located at 438 Cambridge Avenue, Suite 100, Palo Alto, CA 94306, one block west of El Camino Real on California Avenue.

What is the firm's planning process? +

The firm follows a four-step process: Introductory Meeting (goal identification), Exploration and Preliminary Planning, Detailed Planning (roadmap delivery), and Ongoing Support and Advice.