Business Details
Expert Tax Services in San Mateo, CA
Bess Kane, CPA, has dedicated over 35 years to providing expert tax services and IRS representation to individuals and businesses in the Bay Area. With a foundation built at a Big Four CPA firm in Los Angeles and San Francisco, I bring large-firm expertise to small-firm clients, ensuring personalized attention and deep industry knowledge. My practice focuses on accurate tax preparation, strategic tax planning, and resolving complex IRS matters, including audits, offers in compromise, and lien removals. I prioritize continuous education to stay current with evolving tax laws, ensuring clients receive up-to-date advice. My commitment to accessibility means I aim to respond to client inquiries within 24 hours via email.As a solo practitioner, clients work directly with me, not assistants, fostering trust and tailored service. I specialize in business tax returns for corporations, LLCs, partnerships, and self-employed individuals, as well as personal tax returns for unique situations like stock options and real estate transactions. My strategic planning services address retirement, life events, and compliance with the latest tax code changes. I offer free reviews of prior-year returns for new clients and maintain a 5-star Google rating for exceptional service. My goal is to combine technical excellence with a client-centric approach, ensuring clarity and confidence in every tax-related decision.
Services
Tax Preparation
IRS Representation
Tax Planning
Business Tax Services
Personal Tax Services
Audit Support
Tax Credit Analysis
Retirement Planning
Real Estate Tax Advice
Tax Document Review
Highlights and features
- We have over 35 years of tax preparation and IRS representation experience.
- Our team trained at a Big Four CPA firm, ensuring large-firm expertise.
- Clients work directly with the CPA, not assistants or secretaries.
- We guarantee accurate tax returns with up-to-date knowledge of tax laws.
- We respond to client inquiries within 24 hours via email.
Associations and certifications
- CPA
What people say
5 stars on Google
Expertise in tax laws
Personal service
Accurate returns
Accessible via email
Services
Tax Preparation
We prepare accurate tax returns for corporations, LLCs, partnerships, trusts, and individuals. Our services include analyzing deductions, credits, and compliance with federal and state tax laws. Clients receive strategic advice to ensure timely and error-free submissions.
IRS Representation
We represent clients during IRS audits, offers in compromise, and lien disputes. Our expertise includes resolving back taxes, negotiating payment plans, and communicating with tax authorities to achieve favorable outcomes.
Tax Planning
We develop customized tax plans to minimize liabilities for businesses and individuals. Services include retirement planning, real estate transactions, and leveraging tax credits like health insurance and R&D incentives.
Business Tax Services
We specialize in business tax returns, entity selection (LLC vs. S Corp), and compliance for corporations, partnerships, and self-employed professionals. Our advice covers deductions, payroll taxes, and state-specific requirements.
Personal Tax Services
We handle complex personal tax returns for stock options, rental properties, and life events like divorce or foreclosure. Our planning services address Roth conversions, estate taxes, and minimizing capital gains.
People
Bess Kane
CPA
Bess Kane is a certified public accountant with over 35 years of experience in tax preparation and IRS representation. She trained at a Big Four CPA firm and specializes in business and personal tax planning.
Questions
What tax services do you offer for businesses?
We prepare tax returns for corporations, LLCs, partnerships, and self-employed individuals, with strategic planning to minimize liabilities.
Do you help with IRS audits or disputes?
Yes, we provide full IRS representation, including audits, offers in compromise, and lien removals.
Can you assist with personal tax returns?
Yes, we handle complex personal returns, including stock options, real estate, and life event planning.
Do you offer tax planning services?
Yes, we provide year-round tax planning to optimize savings and compliance with current laws.
How quickly do you respond to client inquiries?
We aim to reply to tax questions via email within 24 hours.
Is there a free initial consultation?
We offer a free review of last year's tax returns for new clients.
