MSI Accounting

Because numbers are only part of the story

Accounting firm in Carmel Valley, CA (show on map)

MSI Accounting provides boutique accounting, tax and advisory services with offices in Alameda and Carmel, California, serving clients across the Bay Area.

Call (510) 872-0944

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About

MSI Accounting handles accounting, bookkeeping, tax prep, payroll, and more — all customized to how clients work. Behind the scenes, the team keeps everything running smoothly so clients can move forward with clarity and confidence every day of the week. W

ith offices in Alameda and Carmel, California, they serve clients across the Bay Area and value in-person business relationships.

Boutique accounting with personalized service

Offices in Alameda and Carmel, California

In-person business relationships valued

Pay for the expertise and time you need

Modern family office model

Services

Tax Preparation & Planning

Expert tax preparation and year-round planning services to minimize tax liability and identify opportunities for deductions, credits, and savings.

1120 Corporate Tax Returns 1120S S-Corporate Tax Returns 1065 Partnership Tax Returns 1040 Individual Tax Returns 990 Non-Profit Tax Returns 1041 Trust Tax Returns Gift Tax Returns Sales Tax Returns Property Tax Returns Payroll Tax Returns Quarterly Tax Estimates Strategic Deductions Audit Responses Back Tax Filings

Accounting & Bookkeeping

Accurate, timely books and financial statements as the foundation of success, keeping clients' books accurate, up to date, and ready for anything.

QuickBooks Wave, Stripe, Square Integration Paying Bills via check or ACH Wire Transfers Invoicing Collection and tracking of AR Financial Statements Audit Assistance

Payroll & Human Resources

Great payroll and HR services ensuring employees are paid accurately and on time, with taxes, benefits, and deductions calculated and filed properly.

Payroll processing and direct deposit Tax withholding, filing, and year-end W-2/1099 preparation New hire onboarding and compliance paperwork Employee benefits administration Time tracking and PTO management HR policy development Labor law compliance ACA and healthcare compliance Workers' compensation integration

Fractional CFO/Controller

Having a trusted CFO at your side is a game changer. Access high-level accounting and financial projection expertise when and how you need it.

Routine oversight of financials and procedures Corporate Governance Budgets Business Line Projections Presentations at Board Meetings Collaboration with Legal Teams Implementation of Accounting Controls Risk Assessment Fraud alerts

Family Office Services

Modern family office model offering trusted support with enhanced tools, flexible access, and professional leadership.

Bill Payments Collection of Income or Rents Cash Flow Management Bookkeeping & Financial Reporting Tax Planning & Coordination Investment Oversight Estate & Trust Information Real Estate Management Philanthropy & Foundation Giving Legal & Professional Liaison Recordkeeping & Document Control