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A professional tax and accounting firm.

Our main focus is the closely held business - proprietorships, corporations, partnerships, limited liability companies - and their tax and business planning needs. These needs often include estate and trust tax planning. A closely held business is an entity owned by an individual, family, or small group of partners or shareholders.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    2 - 9
  • Locations
    San Ramon, CA
  • Year founded
    Founded 1955

2 Locations

  • San Ramon , CA
  • Alameda , CA

Service Lines
Financial Consulting
10%
Select Focus Area
General Accounting Focus
Financial Consulting Focus
Cost Reduction Consulting
100%
Tax Focus
Industries

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Clients

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Locations (2)

18 Crow Canyon Court Suite 160 San RamonCA, United States 94583

2 - 5

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