Capital Tax and Accounting is a firm located in Walnut Creek that primarily serves business clients. It is a member of the American Institute of Certified Public Accountants. Its services include assistance with all aspects of new business formation, from entity selection to incorporation. Other business services include but are not limited to tax minimization, exit strategies, wealth transfers, business valuation, and retirement/succession planning. Clients also have utilized it for estates and trusts preparation. For this, Capital Tax and Accounting guides principals through a structured planning process to ensure the protection of assets and fulfillment of the client’s wishes.
Walnut Creek, CA(925) 977-7784
Hansell & Associates, LLP is a team of certified public accountants and consultants located in Walnut Creek and serving individuals and businesses throughout the surrounding region of Contra Costa County. Sarah Hansell and Christopher Hansell, CPAs, have several years of combined experience. Sarah earned her CPA license during a four-year term with Arthur Andersen, LLP. She graduated from San Diego State University with a bachelor’s degree in finance and is a NetSuite Certified Consultant. Christopher is a former consultant with PriceWaterhouseCoopers. He possesses extensive experience in accounting, taxation, and business process engineering and holds a degree from McGill University. They are members of the American Institute of Certified Public Accountants and California Society of CPAs.
Walnut Creek, CA(415) 391-2529
Henry V. Lantzy, CPA is a certified public accountant serving clients in Walnut Creek, Pleasant Hill, and over a dozen other communities in the surrounding area. Lantzy earned his master’s degree from California State University-East Bay over a decade ago, and he has more than 20 years as a sole practitioner and over 30 years in the industry, having earned his CPA license in 1984. While Lantzy sells individual and small group health insurance plans to his clients, the accounting side of his business focuses on tax preparation, tax planning, retirement planning, and accounting for small companies. He also does tax preparation work for individuals, trusts, estates, partnerships, corporations, and limited liability companies.
Walnut Creek, CA(925) 324-3399
Low Accountancy Corporation is a Pleasant Hill-based accounting firm serving the Greater San Francisco metropolitan area. It has more than 25 years of experience. Founder/managing partner Ronald Low has worked in the field of public accounting since 1984, and his core competencies are business, personal, and tax planning. He is a graduate of Chico State University where he earned his accounting degree in 1980. He added an MBA in taxation from Golden Gate University one year later. Clients include individuals, medical/dental practices, retailers, estates, and manufacturers, to name a few. He also has experience with nonprofits, small businesses, and construction companies. Tax preparation/planning, bookkeeping, and assistance with retirement and estate planning are among his specialties.
Pleasant Hill, CA(925) 283-0281
Sandy J. Hodges, CPA is a full-service accountant in Danville with more than three decades of professional experience. Her business has grown by more than 2,700 percent since opening to the public in 1991 with a handful of individual tax returns. Since that time, she has earned hundreds of individuals and more than three dozen recurring corporate clients. Her core competency is in the area of tax preparation and planning, but she also provides a suite of business services that include small business accounting, payroll tax management, and support for reviews and compilations. Clients have utilized her for new business formations as well, particularly determining the most beneficial entity selection (corporation, sole proprietorship, partnership, LLC, to name a few).
Danville, CA(925) 362-9966
The Bean Counter, CPA is a firm that specializes in tax and bookkeeping services for business and individual clients located in and around Belmont. The team consists of multiple CPAs and para-professionals who provide support for personal tax returns, business returns for corporations, partnerships, S-corps, and nonprofits, bookkeeping/financial statements and review and compilation services. Clients have utilized The Bean Counter for determining business valuations as well. The company promises a multi-dimensional approach to valuing a small business for purchase or sale. It can provide clients with planning for significant financial goals such as college education or retirement planning as well.
Belmont, CA(650) 513-0988
Unisource Financial is a certified public accounting firm located in San Francisco. It serves individuals and businesses in the Bay Area and Silicon Valley as it has since 2011. Samy Basta, CPA, is the managing director and founder. He has more than two decades of experience in the fields of financial and business consulting. His degree is in business administration with a concentration in finance and accounting and completed graduate work at Notre Dame de Namur University-Belmont. He also is an active member of the American Institute of Certified Public Accountants and California Society of CPAs. Core competencies include tax planning/compliance, IRS representation, real estate transactions (including foreclosures and short sales), and strategic business planning.
San Francisco, CA(415) 333-6262