Business Details
45 Years
experience
Your Trusted Tax & Accounting Partner Since 1981
Since 1981, Strand Boyce Associates Cpas has provided comprehensive tax and accounting solutions to closely held businesses and individuals. Our philosophy centers on proactive financial planning, collaborating with clients' existing financial advisors to create cohesive strategies. We prioritize client trust by offering tailored guidance for transactions, tax compliance, and long-term financial growth. With decades of combined experience, our team specializes in multi-state regulatory filings, real estate tax structuring, and stock option planning. We emphasize forward-thinking solutions over reactive measures, ensuring clients maximize profitability and tax efficiency.Our services extend to financial statement preparation, retirement planning, and business succession strategies. As a firm rooted in California, we serve diverse industries while maintaining personalized client relationships. Our professionals hold advanced certifications and actively engage in continuing education to stay at the forefront of tax law developments. Client satisfaction is achieved through transparent communication, ethical practices, and a commitment to understanding each client's unique financial landscape. This approach has sustained our reputation as trusted advisors since our founding.
Services
Tax Consulting
Business Consulting
Financial Statement Preparation
Tax Compliance
Retirement Planning
Details
- Year established: 1981
Highlights and features
- We offer proactive tax planning with certified professionals holding advanced tax education
- Our team collaborates with your existing financial advisors for comprehensive solutions
- Specialized expertise in multi-state regulatory compliance and complex tax structuring
- Decades of experience serving businesses and individuals with personalized strategies
- Comprehensive services spanning tax compliance, business consulting, and succession planning
Services
Tax Consulting
Our tax consulting services provide strategic guidance for complex financial situations. We specialize in multi-state tax planning, real estate transactions, and stock option management. With certified professionals holding advanced tax education, we help clients optimize tax outcomes while maintaining compliance. Our proactive approach focuses on minimizing liabilities through forward-thinking strategies tailored to individual and business needs.
Business Consulting
We deliver comprehensive business consulting focused on profitability enhancement and tax-efficient operations. Our services include regulatory compliance across multiple states, financial planning, and transaction structuring. Certified CPAs work closely with clients to develop growth strategies while ensuring proper documentation and reporting. Our expertise spans various industries, providing actionable insights for sustainable business development.
Tax Compliance
Our tax compliance services cover individual, corporate, partnership, and fiduciary returns. We ensure accurate preparation and timely submission while identifying optimization opportunities. The team stays current with evolving tax laws to maintain compliance across jurisdictions. We provide thorough documentation and clear explanations, helping clients understand their tax positions while meeting all regulatory requirements.
Financial Statement Preparation
We offer complete financial statement preparation services including book closing assistance and compiled financial statements. Our professionals ensure accurate reporting for both internal management and external stakeholders. The service supports decision-making processes and compliance requirements, maintaining proper accounting standards. We work with clients to establish efficient reporting systems tailored to their specific business needs.
Retirement Planning
Our retirement and business succession planning integrates with clients' overall financial strategies. We collaborate with estate attorneys and financial advisors to create comprehensive transition plans. The service addresses tax implications, asset distribution, and long-term sustainability. Certified professionals provide guidance on retirement timelines, wealth preservation, and intergenerational transfers for business owners and individuals.
People
Brigitta Strand
Shareholder
UC Berkeley graduate with Master's in Taxation, 25+ years experience in business and individual tax solutions. Specializes in complex tax problem-solving and client financial growth strategies. Active member of California and American CPA societies.
Kelly O'Shaughnessy
Shareholder
Bachelor of Science in Business Management, certified CPA in California and Texas. 25+ years experience in business and individual tax services. Member of California and American CPA societies since joining SBO in 1988.
Connie Paris
Office Manager
Joined SBO in 2020 with organizational expertise and notary certification. Provides client and staff support with positive attitude. Utilizes electric-assist bicycle for Contra Costa Canal Trail recreation.
Sandra Mohun
Senior Tax Accountant
CSU Chico graduate with BS in Business Administration, CPA since 2006. Specializes in business and individual tax services with 25+ years experience. Enjoys Napa Valley wine tasting and family time.
Sandi Johnson
Senior Tax Accountant
UC Davis graduate with BS in Managerial Economics, completed accounting studies at CSU Hayward. CPA with 25+ years experience in tax services. Active volunteer and family-oriented professional.
Questions
What accounting services do you offer?
We provide tax consulting, business advisory, financial statement preparation, tax compliance, and retirement planning services for businesses and individuals.
How long have you been in business?
Strand Boyce O'Shaughnessy has specialized in tax and accounting services since 1981, with team members having over 25 years of experience.
Do you work with out-of-state clients?
Yes, we assist businesses operating across multiple states with regulatory filings and tax compliance requirements.
What makes your firm different?
We emphasize proactive planning, collaborate with your existing advisors, and combine decades of experience with personalized service for each client.
How do you handle complex tax situations?
Our certified professionals specialize in complex scenarios including real estate transactions, stock options, and multi-state compliance with tailored solutions.
