Business Details
Your Trusted Partner for Comprehensive Accounting Solutions
For decades, Sitkoff & O'Neil has provided quality financial guidance to individuals and businesses across Northern California and Nevada. Our expertise spans tax management, accounting services, financial statements, and strategic planning. By combining deep industry knowledge with a team of seasoned professionals, we deliver personalized attention and actionable insights tailored to each client's unique needs. Our commitment to high standards, continuous professional development, and client-first approach has earned us long-term trust in the community.We maintain active licenses for all CPA staff through the California Board of Accountancy, ensuring compliance with state regulations. Through open communication and data-driven analysis, we help clients navigate complex financial landscapes while maintaining compliance with evolving tax codes. Our dual office locations in Truckee and Reno enable broader regional accessibility without compromising personalized service delivery.
Services
Tax Preparation
Estate Planning
QuickBooks Setup
IRS Audit Representation
Financial Statements
Retirement Planning
New Business Formation
Payroll Tax Services
Nonprofit Accounting
Tax Relief Programs
Highlights and features
- We offer 30+ years of combined CPA experience with California licensing
- Our team holds specialized QuickBooks ProAdvisor certifications
- We provide tailored financial strategies for unique client circumstances
- Our dual office locations serve Northern California and Nevada markets
- We maintain active IRS Enrolled Agent designations for tax dispute resolution
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Preparation
Our comprehensive tax preparation services cover individual, business, and nonprofit returns. We ensure compliance with federal and state regulations while maximizing deductions and credits. Our CPAs and Enrolled Agents stay current with evolving tax codes to provide accurate filings and strategic planning opportunities for both simple and complex returns.
IRS Audit Representation
We provide expert representation during IRS and state tax audits. Our professionals handle all communications, prepare necessary documentation, and advocate for favorable resolutions. With experienced CPAs and Enrolled Agents, we work to minimize liabilities and resolve disputes through negotiation or formal appeals processes when required.
QuickBooks Setup
Our QuickBooks ProAdvisors configure accounting systems tailored to business needs. Services include chart of accounts setup, balance transfers, payroll integration, and customized reporting. We ensure accurate implementation from the start and provide training to maintain financial records efficiently for ongoing business operations.
Estate Planning
We develop comprehensive estate plans covering asset distribution, trust administration, and tax strategies. Our approach coordinates with legal professionals to create legally sound documents while optimizing tax efficiency. Services include periodic reviews to adapt plans to changing family circumstances and financial goals.
Financial Statements
We prepare accurate financial statements including balance sheets, income statements, and cash flow analyses. Our services support business decision-making, loan applications, and regulatory compliance. We tailor reporting packages to meet specific industry requirements and provide insights to improve financial performance.
People
Gabrielle Sabatella
Shareholder CPA
20+ years experience in taxation with prior roles at Arthur Anderson and Deloitte. Specializes in complex tax planning and holds advanced degrees in accounting and taxation from University of Colorado.
Nancy Herrera
Shareholder CPA
20+ years experience in small business accounting and QuickBooks implementation. Holds Masters in ESL Education and specializes in financial statement preparation for mid-sized enterprises.
Lael Porter
Staff Accountant
11 years bookkeeping experience for nonprofits before obtaining CPA license. Specializes in nonprofit accounting and transition to public practice. Holds mathematics degree from Saint Lawrence University.
Lisa Trainor
Staff Accountant
Certified Public Accountant in California and Nevada with 20+ years experience. Former Ernst & Young professional specializing in business tax returns and financial planning for high-net-worth individuals.
Jean Watson
Staff Accountant
Former Ernst & Young senior tax manager with 30+ years experience. Specializes in complex tax returns and international tax compliance. Holds CPA licenses in multiple states and advanced tax specialization.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including financial statements, budget forecasting, tax planning, payroll processing, and internal controls implementation. Our QuickBooks specialists help establish efficient accounting systems tailored to your business needs.
Can you assist with IRS tax audit representation?
Yes, our CPAs and Enrolled Agents represent clients during IRS audits. We handle all correspondence, minimize tax liabilities, and appeal decisions when necessary, leveraging our deep understanding of tax code complexities.
Do you offer QuickBooks setup and training services?
We specialize in QuickBooks setup including chart of accounts configuration, balance transfers, and customized reporting. We also provide on-site and remote training sessions for business owners and accounting staff.
What estate planning services do you provide?
Our estate planning services include asset allocation strategies, gift tax planning, trust administration, and coordination with legal professionals to create comprehensive succession plans that protect family assets.
Are you available for year-round tax planning?
Yes, we offer ongoing tax planning services to optimize deductions, manage tax liabilities, and prepare for future obligations. Our professionals stay current with changing tax regulations to maximize client benefits.
