Business Details
25 Years
experience
Expert Tax Preparation & Planning Services
As a licensed California Certified Public Accountant with over three decades of experience, I specialize in providing tailored tax and financial planning solutions for businesses and individuals across the Bay Area. My expertise spans from start-up financial strategy to complex corporate tax returns, with a focus on maximizing savings through personalized service and fixed-fee pricing. I hold an undergraduate degree in accounting and a graduate degree in taxation, complemented by my Intuit QuickBooks ProAdvisor certification. My practice emphasizes direct client engagement, handling every aspect of tax preparation from initial consultation to filing, ensuring deep familiarity with each client's unique financial situation.I serve a diverse clientele including S corporations, partnerships, and LLCs in real estate, professional services, and manufacturing sectors. My commitment to quality includes staying current with evolving tax laws and prioritizing client education to simplify compliance. As a sole practitioner, I offer streamlined service that allows business owners to focus on operations while I manage financial obligations. My practice has served Bay Area companies since 2001, combining industry-specific knowledge with personalized attention to help clients achieve both business and personal financial goals.
Services
Tax Preparation
Financial Planning
LLC Tax Services
C-Corporation Tax Filing
Amended Tax Returns
Real Estate Tax Planning
Part-Time CFO Services
Construction Accounting
Small Business Tax Strategy
International Tax Reporting
Details
- Year established: 2001
Highlights and features
- We offer 30+ years of specialized tax expertise for Bay Area businesses
- Our sole practitioner model ensures direct access to your CPA throughout the process
- We provide fixed-fee pricing with transparent cost structures
- Our construction accounting specialization addresses industry-specific financial challenges
- We maintain active California CPA licensure and advanced tax education credentials
Associations and certifications
- California CPA License
- Intuit QuickBooks ProAdvisor
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including C-corporations, LLCs, and partnerships. Our experienced CPA handles all aspects from data input to final filing, ensuring compliance with current tax regulations while maximizing deductions. Specialized expertise in construction industry accounting and real estate professional tax requirements.
Financial Planning
Personalized financial planning services that integrate tax optimization strategies with business growth objectives. We develop customized plans for small to medium businesses, focusing on long-term financial health and tax-efficient operations. Services include entity selection and equipment depreciation planning.
LLC Tax Services
Specialized tax preparation for limited liability companies, addressing pass-through entity requirements and complex IRS form filings. Our services cover both single-member and multi-member LLCs, with expertise in real estate investment taxation and business expense optimization.
Construction Accounting
Industry-specific accounting solutions for construction firms and real estate developers. Services include entity structuring, equipment purchase analysis, and identification of available tax credits. We address the unique financial challenges facing contractors in the Bay Area construction market.
Amended Tax Returns
Professional preparation of amended tax returns using Form 1040X and other required documentation. We assist with correcting filing status errors, adding missed deductions, and resolving discrepancies while maintaining compliance with IRS procedures for tax return amendments.
People
David Kirst
Certified Public Accountant
Licensed California CPA with 30+ years of experience in business taxation and financial planning. Holds accounting degree and taxation graduate degree, with specialization in closely held businesses and construction industry accounting.
Questions
What tax services do you specialize in?
We specialize in business tax preparation, LLC taxation, C-corporation filings, real estate professional tax planning, and construction industry accounting.
Do you offer year-round tax planning?
Yes, we provide ongoing tax planning services throughout the year to help clients optimize their financial strategies.
What accounting credentials do you hold?
I am a licensed California Certified Public Accountant with advanced tax education and QuickBooks ProAdvisor certification.
How do you handle complex tax situations?
With 30+ years of experience handling businesses with revenues exceeding $100 million, we provide expert guidance for complex financial scenarios.
What areas do you serve?
We primarily serve Bay Area businesses and individuals from our San Jose office location.
Can you assist with amended tax returns?
Yes, we prepare amended tax returns including Form 1040X and handle corrections for previously filed returns.
