Business Details
Your Trusted Partner for Accounting and Tax Solutions in Mill Valley
IWB & Co. is a trusted accounting firm dedicated to providing personalized financial solutions to individuals and businesses. With decades of combined experience, our team specializes in tax planning, business accounting, and bookkeeping services, prioritizing long-term client relationships built on trust and expertise. We focus on optimizing financial well-being through tailored strategies, leveraging our deep understanding of tax regulations and business operations.Our commitment to excellence is reflected in our track record of helping clients achieve significant financial growth while alleviating the stress associated with tax compliance. As a family-run practice, we blend technical proficiency with a compassionate approach, ensuring clients receive both professional service and genuine care.
Services
Tax Services
Business Services
Bookkeeping Services
QuickBooks Services
Tax Planning
IRS Audit Representation
Estate Planning
Payroll Solutions
Cash Flow Management
Strategic Business Planning
Highlights and features
- We offer over three decades of experience in tax and accounting services.
- Our team includes CPA-certified professionals with specialized expertise.
- We provide personalized, relationship-driven financial solutions.
- We guarantee discreet and efficient resolution of tax problems.
- We combine technical proficiency with compassionate client care.
What people say
Exceptional tax expertise
Personalized attention
Reliable problem-solving
Decades of experience
Compassionate service
Services
Tax Services
IWB & Co. provides comprehensive tax services including preparation, planning, and audit representation. Our team ensures compliance while identifying legal strategies to minimize liabilities. Clients benefit from tailored advice and proactive support for individuals, businesses, and estates.
Business Services
Our business services encompass accounting, payroll, and strategic planning for small to mid-sized companies. We offer part-time CFO support, cash flow management, and succession planning to enhance operational efficiency and long-term growth.
Bookkeeping Services
We manage accurate bookkeeping and QuickBooks solutions to streamline financial operations. Services include system setup, training, and tune-ups to ensure organized records and informed business decisions.
IRS Audit Representation
IWB & Co. specializes in resolving IRS audits, back taxes, and payroll tax issues. Our discreet, efficient approach minimizes stress while negotiating payment plans or settlements on behalf of clients.
Estate Planning
Our estate planning services guide clients through asset protection and legacy planning. We simplify complex processes with personalized strategies to ensure financial security for future generations.
People
Irving William Bernstein
Owner
CPA with over 50 years of experience, specializing in tax planning and public accounting. Combines financial expertise with empowerment principles to support client success.
Kia Bernstein Abedin
CPA
Manages daily operations with a decade of accounting experience. Focuses on client relations and continuity of family-driven service values.
Zane Abedin
CPA
Experienced accountant with expertise in tax compliance and business advisory. Balances technical proficiency with client-focused solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, and strategic planning tailored to small business needs.
Do you offer IRS audit representation?
Yes, we specialize in resolving IRS audits, payment plans, and tax debt negotiations.
How can you help with personal tax planning?
Our tax planning identifies legal strategies to minimize liabilities while aligning with your financial goals.
Are you available for a free consultation?
Yes, we offer complimentary initial consultations to discuss your specific needs.
What areas do you serve?
Primarily Mill Valley and the San Francisco Bay Area, with remote support for document management.
