Our Mission
Our mission is to empower our clients to achieve financial success through personalized, efficient, and comprehensive tax planning and preparation services. We believe in building lasting client relationships based on open communication, transparency, and trust.
Who We Are
Founded by Deb Marion, a seasoned tax professional with over 20 years of experience, our firm provides exceptional tax services to individuals and businesses throughout the San Francisco Bay Area and beyond. Our team comprises experienced and dedicated professionals committed to exceeding your expectations.
What We Do
We offer a comprehensive suite of services to meet all your tax-related needs, including:
Individual Tax Services
- Tax return preparation and filing
- Tax planning and optimization
- Tax audit representation
- Specialized services for US citizens abroad
Business Tax Services
- Business tax return preparation and filing
- Business tax planning and consulting
- Tax compliance audits
- QuickBooks ProAdvisor support
Additional Services
- Tax planning for special situations, such as estate planning and retirement planning
- Tax consulting for small businesses
- Secure online document sharing and communication through our client portal
What Sets Us Apart
- Personalized service: We understand that every client is unique. We take the time to get to know you and your financial situation to tailor our strategies to your specific needs.
- Remote convenience: We offer efficient and convenient remote tax services, eliminating the need for in-person appointments.
- Competitive edge: We provide valuable insights and proactive planning to help you maximize your refund, minimize your liabilities, and achieve your financial goals.
Schedule Your Consultation Today
We are confident that our personalized approach and proven expertise will exceed your expectations. Schedule a free consultation today to discuss your tax planning and preparation needs.
Exceptional Service and Expertise
The reviews showcased exceptional service and expertise provided by Deb Marion, a Certified Public Accountant (CPA). Her knowledge in accounting and tax guidelines and procedures is exemplary, according to multiple reviewers. Deb's attention to detail, vast knowledge of tax laws and regulations, and prompt response to deadlines are praised by clients.
Personalized Service and Flexibility
Reviewers appreciate Deb's willingness to go the extra mile to provide personalized service and guidance. Her ability to understand complex tax situations and provide in-depth explanations is highlighted several times. Deb's flexibility in accommodating clients' needs and her willingness to research complex topics are also commended.
One Disappointing Experience
One reviewer, Dana S., expresses disappointment with Deb's delayed response to their review. This reviewer notes that their business was clearly unimportant to Deb, as it took over a year and a half for Deb to respond to their review.
Consistency and Trust
The majority of reviewers praise Deb's consistent and thorough work, establishing a strong sense of trust. Reviewers emphasize Deb's expertise, promptness, and exceptional communication skills. These attributes have garnered high levels of trust and satisfaction among clients.
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