Business Details
22 Years
experience
Your Trusted Tax Partner in San Francisco Peninsula
Deb Marion is a seasoned tax CPA, EA, and QuickBooks ProAdvisor with over two decades of experience serving clients across the San Francisco Peninsula, California, and globally. Our practice specializes in remote tax preparation, audit representation, and accounting services tailored to individuals, businesses, and U.S. expatriates. We prioritize personalized service, leveraging advanced technology like our secure 14-layer encrypted client portal to streamline document sharing and communication.Our expertise in tax planning, compliance, and QuickBooks support ensures clients receive accurate, efficient solutions while benefiting from proactive advice to optimize financial outcomes. With a commitment to continuous education and adherence to the highest ethical standards, we maintain an A+ BBB rating and serve as a trusted partner for clients seeking reliable, client-centric tax and accounting services.
Services
Tax Preparation
Audit Representation
Accounting Services
QuickBooks Support
Tax Planning
Expat Tax Services
Business Tax Returns
Amended Returns
Tax Consultation
Remote Services
Details
- Year established: 2004
Highlights and features
- 20+ years of tax and accounting expertise with personalized service.
- Secure remote tax preparation with 14-layer encryption technology.
- Licensed CPA and Enrolled Agent with federal audit representation rights.
- A+ BBB rating and client-focused approach with no hidden fees.
- QuickBooks ProAdvisor specializing in cloud-based accounting solutions.
Associations and certifications
- QuickBooks ProAdvisor
- American Institute of Certified Public Accountants (AICPA)
- California Society of Enrolled Agents (CSEA)
- Better Business Bureau (BBB)
What people say
Personalized service
Secure remote process
Expert audit help
QuickBooks proficiency
Proactive tax advice
Services
Tax Preparation
Comprehensive federal and state tax preparation for individuals and businesses, including sole proprietors, LLCs, corporations, and nonprofits. Services cover income tax, self-employment tax, and international tax filings. Ensures compliance with evolving regulations while maximizing deductions.
Audit Representation
Licensed CPA and Enrolled Agent representation during IRS and state audits. Expertise in resolving tax disputes, submitting documentation, and negotiating settlements. Minimizes client stress through proactive communication and resolution strategies.
QuickBooks Support
Cloud-based QuickBooks setup, training, and bookkeeping for small businesses. Includes financial statement preparation, chart of accounts setup, and process optimization. Integrates tax compliance with day-to-day accounting efficiency.
Tax Planning
Proactive tax planning for individuals and businesses to reduce liabilities and capitalize on incentives. Services include entity structure analysis, retirement planning, and multi-year tax scenario modeling for strategic decision-making.
Expat Tax Services
Specialized U.S. tax compliance for expatriates living abroad. Covers foreign income reporting, FBAR requirements, and tax treaty applications. Ensures adherence to U.S. tax obligations while addressing cross-border financial complexities.
People
Deb Marion
Tax CPA, EA, QuickBooks ProAdvisor
Licensed CPA and Enrolled Agent with 20+ years of experience in tax preparation, audit defense, and QuickBooks consulting. Serves as a Platinum-level ProAdvisor and former college accounting instructor. Focuses on remote, personalized service for diverse clients.
Joe Losch
Business Consultant
Finance and operations expert with 30 years of experience supporting small businesses. Holds MBA from Pepperdine and background in CFO/COO roles. Specializes in strategic planning, marketing, and operational optimization for growth-oriented clients.
Questions
Do you offer remote tax preparation services?
Yes, we specialize in secure remote tax preparation using encrypted portals, eliminating the need for in-office visits.
Are you qualified to represent me during an IRS audit?
As a licensed CPA and Enrolled Agent, we have federal authority to represent clients during IRS audits nationwide.
Can you assist with QuickBooks accounting for small businesses?
Yes, we are Platinum-level QuickBooks ProAdvisors offering setup, training, and integration with tax compliance services.
Do you serve international clients?
We prepare U.S. tax returns for expatriates living abroad, covering compliance with foreign income and reporting requirements.
What security measures protect my financial data?
Our client portal uses 14 layers of encryption, exceeding industry standards for secure document transmission and storage.
How do you stay updated on tax law changes?
We complete extensive annual continuing education and participate in professional tax organizations to maintain current expertise.
