Enrolled Agent & Tax Help in the San Francisco Bay Area
Bay Area taxes are rarely simple. Stock options, rental properties, and income from more than one state are common here. We help Bay Area professionals, families, and business owners get it right and resolve problems when they come up.
Enrolled Agent
Licensed to represent you before the IRS.
20+ Years Each
Every team member brings 20+ years of experience.
IRS · FTB · CDTFA · EDD
Federal and California agency representation.
Award-Winning
Ignition Women in Accounting 2026, Top 50.
Help With the Bay Area’s Complex Returns
Many Bay Area clients are paid partly in stock options or other equity. We help you understand how that pay is taxed, plan withholding and estimated payments, and avoid underpayment penalties.
Bay Area investors often own rentals here and in other states, or abroad. We handle multistate and foreign rental reporting, depreciation, and planning before you buy or sell.
When an IRS or Franchise Tax Board letter arrives, an Enrolled Agent can speak for you. We review the notice, explain your options, and handle the response, all remotely, so you never need to take time off work.
Communities We Serve
- San Jose
- San Francisco
- Oakland
- Fremont
- Santa Clara
- Sunnyvale
- Hayward
- Milpitas
- Berkeley
- San Mateo
- Palo Alto
- Walnut Creek
Don’t see your city? We serve clients throughout Bay Area and across California.
How We Help Bay Area Clients
Tax Preparation
Individual and business returns, prepared carefully and filed on time.
Back Taxes & IRS Resolution
Unfiled returns, payment plans, penalty relief, levies, and liens.
Audit Defense
IRS, Franchise Tax Board, CDTFA, and EDD representation.
Restaurant Sales Tax & EDD Audits
CDTFA sales tax and EDD payroll audits for restaurant owners.
Bookkeeping & Payroll
Clean monthly books and payroll filed on time.
Tax Planning
A plain-language plan to lower next year’s tax bill.
Getting Started Is Simple
Book a Consultation
Tell us what is going on by video or phone, and we will tell you plainly how we can help.
Share Documents Securely
Upload everything through our client portal. Our team follows up on anything missing.
We Take It From There
We prepare, file, or represent you, and we stay available all year when questions come up.
What Our Clients Say
★★★★★“Victoria provided consultation. She was a great listener and advisor. She walked me through my options in a very articulate way, and was patient whenever I had questions. She was responsive, knowledgeable and easy to work with!”
Huong H.California
★★★★★“She helped my business tremendously with my last year's tax, very professional and knowledgeable. She gave me many great advices on tax break and save me tons of money! Will definitely recommend her to my friends and family!”
Tera N.California
★★★★★“Vicky was very professional and took the time to explain her services to figure out the best way we can work together for consulting tax services. I like I didn't feel rushed by her, and she quickly understood my situation. Her advise was very valuable, and she has a very kind disposition.”
Rosarmar J.California
Can you work with me if I live in the Bay Area and you are in Southern California?
Yes. We are a fully virtual firm. Bay Area clients meet with us by video or phone and share documents through our secure client portal.
I moved to or from California this year. What do I need to file?
You may need to file a part-year resident California return and a return in your other state. We work with clients who have income, property, or business activity in more than one state.
How are stock options taxed?
It depends on the type of option and when you exercise and sell. We review your grants and help you plan so the tax bill doesn’t come as a surprise.
Do you help with rental properties outside California?
Yes. We work with domestic and foreign rental portfolios, including multistate real estate.
We also serve:
Get Tax Help in Bay Area
Book a consultation with an Enrolled Agent and take the tax stress off your plate.