Business Details
23 Years
experience
Emergency
services
Expert Tax Preparation & Accounting Services
Deb Marion CPA has been delivering expert tax preparation, accounting, and advisory services for over two decades. Our practice combines personalized attention with cutting-edge technology to provide remote tax solutions tailored to individuals, businesses, and nonprofits. We prioritize security, efficiency, and client education, utilizing a 14-layer encrypted client portal for seamless document sharing and communication. Our services include tax return preparation, audit representation, tax planning, and QuickBooks support, all backed by a commitment to accuracy and client satisfaction.With a focus on convenience, we eliminate the need for in-office meetings while maintaining a deep understanding of each client's unique financial landscape. Our team's credentials include CPA licensure, Enrolled Agent status, and QuickBooks ProAdvisor certification, ensuring comprehensive expertise. We serve clients locally in the San Francisco Bay Area, throughout California, and internationally, offering specialized support for U.S. expatriates. Our reputation for reliability and excellence is reflected in our A+ BBB rating and decades of client referrals.
Services
Tax Preparation
Audit Representation
QuickBooks Support
Tax Planning
Amended Returns
Details
- Year established: 2003
Highlights and features
- 20 years of specialized tax expertise with personalized service
- Secure 14-layer encrypted client portal for document sharing
- No outsourcing your taxes prepared personally by licensed CPA/EA
- A+ BBB rating with decades of client referrals
- Specialized support for U.S. expatriates and remote clients
Associations and certifications
- CPA (Certified Public Accountant)
- Enrolled Agent (EA)
- QuickBooks ProAdvisor
What people say
Expert tax preparer
Competitive edge
Smart service-oriented approach
Secure paperless process
20+ years experience
Services
Tax Preparation
Comprehensive federal and state tax preparation for individuals and businesses. Services include income tax returns, self-employment tax filings, and complex entity reporting. Our process combines personalized consultation with secure digital document exchange. Clients receive detailed explanations of tax implications and optimization opportunities.
Audit Representation
Full-service IRS and state audit support with licensed CPA/EA representation. We handle document requests, correspondence, and negotiation while explaining audit findings in plain language. Our approach focuses on minimizing liabilities and resolving issues efficiently through established government channels.
QuickBooks Support
Tailored QuickBooks Online setup, training, and bookkeeping for small businesses. Services include chart of accounts configuration, financial statement preparation, and workflow optimization. Our ProAdvisor expertise ensures accurate financial tracking integrated with tax planning strategies.
Tax Planning
Proactive tax planning to optimize savings and compliance. We analyze business structures, income patterns, and life changes to implement legal tax reduction strategies. Services include entity selection guidance, estimated tax planning, and scenario modeling for individuals and businesses.
Amended Returns
Professional preparation of Form 1040X amended returns to correct prior filings. We identify errors, calculate adjustments, and ensure compliance with IRS procedures. Our process addresses both tax owed changes and potential refund opportunities while minimizing audit risks.
People
Deb Marion
Tax CPA, EA & QuickBooks ProAdvisor
Certified Public Accountant and Enrolled Agent with 20+ years of tax expertise. Specializes in remote tax solutions, audit representation, and QuickBooks integration. Platinum-level QuickBooks ProAdvisor with focus on client education and security.
Questions
What tax services do you offer for remote clients?
We provide complete tax preparation, audit representation, and planning services remotely using secure digital portals. Clients receive the same personalized service regardless of location.
How do you ensure document security?
Our client portal uses 14-layer encryption with advanced security protocols exceeding industry standards for safe document transmission and storage.
Can you help with business tax filings?
Yes, we handle all business entities including S corps, C corps, LLCs, and nonprofits with integrated QuickBooks support and tax optimization strategies.
Do you work with international clients?
We specialize in U.S. tax services for expatriates and citizens working abroad, including foreign income reporting and FBAR compliance.
What sets you apart from other tax professionals?
Combination of CPA/EA credentials, Platinum QuickBooks ProAdvisor status, 20+ years experience, and exclusive focus on personalized remote service with no outsourcing.
