Business Details
21 Years
experience
NorCal Tax & Bookkeeping
NorCal Tax & Bookkeeping is a full-service accounting firm dedicated to providing personalized tax, bookkeeping, and consulting solutions for individuals and small businesses in the San Francisco Bay Area. Our proactive approach to resolving complex financial issues ensures clients receive tailored strategies that protect their assets and future. With over 25 years of combined experience, our team of Enrolled Agents and registered tax professionals prioritizes client relationships, offering strategic tax planning, audit representation, and debt settlement services.We maintain a selective client base to guarantee exceptional service quality, handling everything from payroll processing to succession planning. Our commitment to excellence is reflected in our meticulous attention to detail, electronic filing compliance, and dedication to saving clients time and money through organized financial management.
Services
Tax Return Preparation
Bookkeeping Services
Tax Debt Settlement
Payroll Processing
Audit Representation
Strategic Tax Planning
Financial Consulting
IRS Negotiations
Details
- Year established: 2005
Highlights and features
- We have over 25 years of combined experience in tax and bookkeeping services.
- Our team includes IRS-licensed Enrolled Agents and CTEC-registered professionals.
- We maintain a selective client base to ensure personalized service quality.
- Specialized expertise in cannabis taxation, payroll, and tax debt resolution.
- Proactive approach to strategic tax planning and business succession consulting.
Associations and certifications
- Enrolled Agent (IRS)
- California Tax Education Council (CTEC)
Services
Tax Return Preparation
We prepare individual and business tax returns including corporations, partnerships, estates, and non-profits. Our services cover federal, state, and local tax filings with electronic submission capabilities. Clients receive comprehensive review of deductions and credits to maximize refunds while maintaining compliance with current tax regulations.
Tax Debt Settlement
Our Enrolled Agents specialize in resolving tax debt through installment agreements, penalty abatements, and Offer in Compromise programs. We represent clients in IRS communications and develop customized payment plans based on financial circumstances while ensuring ongoing tax compliance.
Bookkeeping Services
We provide complete bookkeeping solutions including general ledger maintenance, financial statement preparation, and payroll processing. Our services ensure accurate tracking of income and expenses, monthly balance sheets, and support for business financial decision-making with real-time accounting data.
Audit Representation
Our team represents clients during IRS and state tax audits, handling all communications and documentation requirements. We prepare responses to audit notices, organize supporting documentation, and negotiate resolutions while protecting client interests throughout the examination process.
Strategic Tax Planning
We develop long-term tax strategies to minimize liabilities through year-round planning, entity structure analysis, and deduction maximization. Our services include retirement planning, business succession strategies, and cash flow optimization to help clients achieve financial goals while maintaining tax compliance.
People
Cristella Ocampo
Founder
With over 25 years of experience, Cristella Ocampo founded NorCal Tax & Bookkeeping in 2005 after working as a tax manager. Licensed as an Enrolled Agent since 2001, she specializes in strategic tax planning and business succession consulting.
Crizaline Nueve
Enrolled Agent
Crizaline Nueve, an Enrolled Agent since 2020, brings 16 years of tax industry experience. Her expertise includes cannabis taxation, payroll processing, and complex tax debt resolution while managing day-to-day operations of the firm.
Dawn Castro
Registered Tax Preparer
Dawn Castro has been with the company since 2011, holding a CTEC registration since 2014. She specializes in individual tax preparation and financial consulting, leveraging her UC Davis education in law and society for client advisory services.
Maristelle Castro
Registered Tax Preparer
Maristelle Castro joined the team in 2012 with a UC Berkeley degree in Asian Studies. As a CTEC-registered professional, she focuses on individual tax compliance and provides cultural insights to diverse client groups.
Ethan Castro
Office Assistant
Ethan Castro has supported firm operations for six years, ensuring smooth office management and client interactions. He maintains a welcoming environment while assisting with administrative tasks and client communications.
Questions
What tax services do you offer for small businesses?
We provide comprehensive business tax services including corporate returns, payroll processing, sales tax filing, and strategic tax planning for small businesses in Concord, CA.
Can you help with IRS tax debt issues?
Yes, our Enrolled Agents specialize in tax debt settlement, including Offer in Compromise, installment agreements, and IRS negotiation services for individuals and businesses.
Do you offer electronic tax filing?
All tax returns must be filed electronically unless specific exemptions apply. We handle the entire e-filing process for both individual and business clients.
What documents are needed for tax preparation?
Clients should bring prior year returns, income statements, expense records, and identification documents. A complete checklist is available on our website for preparation.
Are you accepting new clients for bookkeeping services?
Yes, we accept new bookkeeping clients with a focus on maintaining personalized service through our selective client management approach.
