Andy Horwitt, CPA, has over 25 years of experience of tax compliance. Our senior accountants are CPAs with deep backgrounds in the area and are supported by staff preparers and bookkeepers
Working with a CPA provides an edge in your financial performance. We do your books, but we are also a premier tax firm. Having those teams working closely together means your bookkeeping becomes an extension of your tax strategy and a boost to your financial performance.
We are a Northern California firm located in Sonoma County, Sacramento, and San Francisco. Most of our clients choose to work with us virtually, but your CPA is nearby if you prefer to work face-to-face.
Schedule a discovery call. Let us know of your most important need. Is it a personal tax return? A business tax partner? Monthly bookkeeping? Before we meet, we’ll ask you a few questions and request your most recent tax return. Our discovery call is our opportunity to learn about you and you to decide how we can help.
We’ll get to work. If it’s taxes, we’ll gather and prepare your returns. If it’s bookkeeping, we’ll set a 3-6 month expectations and drive towards them. Use our easy online portal to send your information and documents. When finished, we’ll send you a secure link to view and sign your return.
Before and after your taxes are filed, you have questions. We’ll be available for support and guidance and year-end tax planning. If you’re a bookkeeping client, we’ll be scheduling these regularly.
Securely and easily submit information and documents
Digitally sign documents and make tax payments online
Everything organized and easy to access in one place
