Blake and Associates, CPA is a firm with more than four decades of combined experience between its two principals — Heather J. Blake, CPA, and Gloria Jue. Blake earned her Certified Public Accountant's Certificate in 1991 and her bachelor’s degree from California State University-East Bay. She has practiced in the fields of tax accounting and bookkeeping since 1994. Jue brings 15 years of experience in the areas of retail financial management and budgeting to the table. She also is a Certified Quickbooks ProAdvisor and tax preparer. Together they serve individuals and businesses in San Carlos and the Greater San Mateo County Area.
San Carlos, CA(650) 832-1970
It’s All Adding Up is an accounting firm launched by Cindy Lee, a certified public accountant in Belmont who serves clients in both the city and the surrounding communities of San Mateo County. Lee has completed the Certified QuickBooks User Program, and she can help with setup, implementation, and training. She has delved deeply into accounts payable, accounts receivable, payroll, reconciliation, invoicing, and collection over the years for several corporate clients. Her firm’s focuses include year-end tax preparation, audit preparation, managing of documents and receipts, verification of daily deposits and report variances, and helping businesses stay financially organized.
Belmont, CA(650) 245-9093
James B. Wassermann, CPA is a certified public accountant serving clients in Redwood City and the San Francisco Bay Area. He specializes in individuals, businesses, and organizations, providing a broad range of services that include personal financial planning, estate planning, and tax preparation/filing. Enterprises utilize Wassermann for new formations and entity selections as well as strategic/succession planning and cash flow management. He has experience representing clients in IRS and state audits, and he can help them take control of their day-to-day financial reporting through the setup and implementation of QuickBooks. He provides training and support for staff as well.
Redwood City, CA(650) 364-4800
Key Financial Solutions is a full-service accounting firm located in Redwood City and serving business and individual clients along the San Francisco Peninsula in Northern California's Bay Area. For individuals, the company provides personal financial and estate planning as well as elder care. On the business side, it can help with cash flow management, part-time CFO services, payroll taxes, and internal controls. Key Financial also offers support for succession planning to help family-owned enterprises continue to thrive in the event current principals can no longer manage (i.e., death, retirement, incapacitation). Clients have utilized the firm for IRS audit representation as well.
Redwood City, CA(650) 241-1881
Ledwith, Houghton & Co., CPAs is a firm of certified public accountants that has served the needs of clients since 1975. The company relocated to Redwood City from Palo Alto in 2001, and it has more than four decades of experience in the areas of professional service corporations, the construction industry, retail businesses, and nonprofit organizations. Clients also have entrusted the firm with estate tax compliance work, family law matters, business valuations, and litigation support. It is a member in good standing with the California Society of Certified Public Accountants. Primary functions include but are not limited to tax preparation and planning, payroll services, and financial statement preparation.
Redwood City, CA(650) 306-1400
Mark B. Taylor, CPA has several years of experience serving businesses, organizations, and individuals in San Mateo and the San Francisco Bay Area. Taylor holds a master’s degree in taxation and more than two decades of professional experience in public accounting as well as business services. His clients include but are not limited to individual overseas taxpayers, corporations, partnerships, LLCs, trusts, and estates. He has completed licensing in both California and Oregon, and his professional affiliations include the American Institute of Certified Public Accountants and California Society of Certified Public Accountants. Businesses have utilized his services for strategic planning and new business formation as well.
San Carlos, CA(650) 340-8720
Michael J. Clark, CPA & Associates is a firm with more than two decades of experience providing financial guidance to local businesses and individuals along the San Francisco Peninsula. It emphasizes individual tax planning services that include cash flow analysis and tax projections; small business bookkeeping; QuickBooks accounting implementation/assistance; and tax return preparation and planning for individuals, corporations, S-Corps, partnerships, fiduciaries, estates, and CRTs, as well as private foundations. Clients also have utilized the firm for representation in state and federal audits and the areas of mergers, acquisitions, and sales. It holds memberships in the American Institute of Certified Public Accountants, California Society of CPAs, and Peninsula Executive Association.
Redwood City, CA(650) 363-7040
Michael R. Ivancich, CPA started in the financial services industry in 1984 with Laventhol & Horwath, before moving to Coopers & Lybrand's tax department. He has more than a decade of experience in private accounting practice, opening shop in 2004 to clients in and around Redwood City. Throughout his career, Ivancich has held CFO positions for several area companies. He is a graduate of California State Hayward, and he earned his master’s degree in taxation from Golden Gate University. Professional affiliations include the American Institute of Certified Public Accountants and California Society of Public Accountants. Primary functions are tax management, IRS representation, entity selection/restructuring, and financial projections and forecasts.
Redwood City, CA(650) 306-9172
Rebu Financial & Tax Services is a San Carlos-based financial services firm that serves clients throughout the areas of San Mateo and Santa Clara counties as well as the entire San Francisco Bay Area. The company has more than a decade of experience in the areas of tax preparation and business services. Primary functions include but are not limited to bookkeeping, QuickBooks setup and training, payroll/sales tax support, and business planning. Clients include individuals, self-employed taxpayers, small businesses, rental property owners, and overseas taxpayers. It also provides mobile notary and Apostille services with availability on nights, weekends, and holidays.
San Carlos, CA(650) 241-8161
Robert’s Tax Service is the firm of owner Robert Schmidt, EA, CRTP. Schmidt is an enrolled agent with the ability to represent clients on federal and state tax audits and reviews. He serves many individuals and businesses throughout the San Francisco Bay Area, and his professional training/experience extends back more than two decades. He retired from the US Air Force with 20 years as a resource and budgeting manager. Schmidt also holds a Masters of Finance degree from Golden Gate University and a Masters of Professional Accounting degree from the University of Sidney. He earned his EA in 2009. Primary focuses are personal and corporate tax preparation, accounting/bookkeeping for small- and medium-sized businesses, and payroll/sales tax services.
Redwood City, CA(415) 320-7871
Whitfield Business & Tax Services Inc. has more than a half-century of experience serving the business community of San Carlos and San Mateo County, having opened in 1964. The team consists of enrolled agents, and it provides a variety of solutions for businesses of all sizes, ranging from counseling services, which include discussion of financial statements, analysis of expenses, reconciliation of bank statements, and suggesting of new procedures/programs to uncover additional savings or revenue opportunities. It also handles payroll management and bookkeeping as well as end-of-year and quarterly tax preparation and planning. Companies to choose Whitfield have included Chevron, Texaco, Andretti Petroleum, and Grocery Outlet.
San Carlos, CA(800) 297-5990