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Reliable Accounting Tax Services Palo Alto

Specialized in increasing your savings and achieving your goals.

Accounting firm (show on map)
Google 5.0
★★★★★
5 reviews

Reliable Accounting & Tax Services provides bookkeeping, payroll, and tax preparation for small businesses in Palo Alto, CA, with a consultative approach focused on maximizing savings.

Call (650) 208-5812
Navigate to Visit website
Reliable Accounting Tax Services Palo Alto website

About

Our vision is to help small businesses reach their financial and tax needs. Help small business get organized, maximize savings and set their goals.

We know it can be daunting to look at your books, especially when you don't know what the numbers mean for your business. Luckily for you! Reliable accounting and tax services is here to help. We provide an enhanced, panoramic perspective of your business. We go beyond the traditional role of a bookkeeper and into the realm of financial advising and analysis. With a full 360 view of your business and a keen eye on your books, you will be able to slash your costs and seize new opportunities. Together we will manage your records, increase your profits, elevate your business, and put your financial freedom into your own hands.

Certified QuickBooks Online ProAdvisor
PTIN and CTEC holder
Consultative approach focusing on financial advising and analysis
Experience at H&R Block, local CPAs, and international companies
Full 360 view of business beyond traditional bookkeeping

Services

Bookkeeping Service

Complete bookkeeping including accounts payable/receivable, billing, bank reconciliations, payroll through ADP, sales tax reporting, and financial reporting.

Accounts Payable Accounts Receivable Billing/Invoicing Bank Reconciliation Credit Card Reconciliation Payroll (ADP) Sales Tax Reporting Financial Reporting

Payroll Services

Full payroll management including running payroll, filing tax forms, maintenance, and W2/1099 preparation.

Run Payroll File Tax Forms Payroll Maintenance W2/1099 Preparation

Tax Planning

Financial analysis to create perfect tax strategy for maximizing savings.

Financial Analysis Tax Strategy Savings Optimization

Tax Preparation

Personal and business tax preparation for individuals, LLCs, S/Corp, and partnerships.

Personal Tax Business Tax LLC S/Corp Partnership

Basic Plan

$400/month - Monthly bookkeeping in QuickBooks Online with bank/credit card reconciliation, monthly financial reports, and 30-minute monthly meeting.

Bank Reconciliation Monthly Financial Reports 30-Minute Meeting Financial Goal Advising

Pro Plan

$500/month - Everything in Basic Plan plus advanced financial reporting, payroll support, sales tax compliance, and monthly meetings.

Advanced Financial Reporting Payroll Support Sales Tax Compliance Monthly Meetings

Credentials & Certifications

QuickBooks Online ProAdvisor
PTIN (Preparer Tax Identification Number)
CTEC (California Tax Education Council)

Reviews

Google
Rating
5
★★★★★
Reviews
5
"This accounting Tax service is very reliable."

Frequently Asked Questions

How much do you charge to prepare individual tax returns? +

Starting rate for individual tax return is $220 USD. They review last year's tax return and current year documentation to provide a quote with an engagement letter for review before starting work.

What tax credits might I qualify for? +

Common deductions include Standard Deduction, Child Tax Credit (CTC), Earned Income Credit (ERIC), American Opportunity Credit (AOC) or Lifetime Learning Credit (LCC). They review each client's situation to determine eligibility.

What do I need to bring for tax preparation? +

Clients complete a questionnaire (available on TaxDome encrypted client portal) and provide W-2s, 1099s, and relevant financial documents.

Contact Reliable Accounting Tax Services Palo Alto

Reliable Accounting Tax Services Palo Alto
Category
Accounting firm
Wheelchair Accessible
Call (650) 208-5812

Opening Hours

Sunday
08:00–19:00
Monday
08:00–19:00
Tuesday
08:00–19:00
Wednesday
08:00–19:00
Thursday
08:00–19:00
Friday
08:00–19:00
Saturday
08:00–19:00

Location

Location of Reliable Accounting Tax Services Palo Alto · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Reliable Accounting Tax Services Palo Alto?

Reach out today to schedule a consultation.

(650) 208-5812

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