Jeffrey Anton Tax & Business Services

The Office of Jeffrey Anton is a full-service tax preparation firm that serves clients in Belmont, San Carlos, Redwood City, San Mateo, Burlingame, Hillsborough, Atherton, Woodside, and other cities throughout the Peninsula. We are dedicated to providing our clients with professional, personalized services and guidance on their financial and business needs. Our team, consisting of Megan, Veronica, and Jeff, is here to help. Megan is a California Registered Tax Preparers, and Jeff is a CPA. Together, we handle simple and complex tax returns for individuals, business entities, and estates and trusts.

Your first meeting with us is free. You can bring in last year's tax returns, this year's documents, and a list of questions. Alternatively, you can email us via a secure portal your tax returns/documents if you prefer a telephone consultation. Just call 650-654-7775 to set up an appointment.

At the Office of Jeffrey Anton, we aim to help you save money on your income taxes. You can save on taxes by planning properly and reacting wisely to financial anxiety. Here's what you get at your first free meeting:

• Review of your past and current tax situation
• Discussion of ways to minimize taxes going forward
• Warning signs that you may be facing financial anxiety
• Review of your past tax returns

You get a second opinion of what your returns look like, which also helps us figure out any areas of potential tax savings. Your current tax situation could include answering questions such as:

• Where is the best place to find the money to exercise stock options or stock purchase program shares?
• How much should you save in your 401k, IRA, or SEP IRA?
• If you're in your own business, do you operate in the right business entity?
• Do you control how much you pay into Social Security?
• Do you maximize the deduction for insurance?
• Are your beneficiary designations on financial accounts designed for the best tax strategy long into the future?

Services

The Office of Jeffrey Anton offers a wide range of services to cater to the financial and business needs of our clients. These include:

• Tax Preparation: We handle simple and complex tax returns for individuals, business entities, and estates and trusts.
• Tax Planning: We provide personalized services and guidance to help you minimize taxes and react wisely to financial anxiety.
• Financial Analysis: We help you understand your past and current tax situation and identify areas for potential tax savings.
• Estate Planning: We assist you in planning for the distribution of your assets after your death, ensuring that your wishes are carried out while minimizing taxes and other expenses.
• Business Services: We provide guidance and support for businesses, including tax preparation, financial planning, and entity formation.

Client Login

We offer a secure client login portal where you can access your documents, upload new files, and communicate with our team. This portal ensures that your information is safe and secure at all times.

News and Updates

We keep our clients updated with the latest news and updates in the world of taxes and finance. Whether it's changes in tax legislation, new financial tools, or tips for saving money, we ensure that you are always informed and prepared.

Tax Tools and Tips

We provide a variety of tax tools and tips to help you manage your finances effectively. These include tax rates, due dates, financial guides, and more. By staying informed and proactive, you can minimize your tax liability and achieve your financial goals.

At the Office of Jeffrey Anton, we are committed to providing exceptional service and personalized attention to each of our clients. Whether you need help with tax preparation, financial planning, or estate planning, we are here to assist you every step of the way.