Call Now
Website
Call
Business Details
11 Years
experience
Trusted Certified Public Accountants in Benicia & Walnut Creek, CA
At Green CPA Firm, we are dedicated to helping individuals and businesses achieve financial success through comprehensive tax, accounting, and advisory services. Our approach prioritizes personalized guidance tailored to each client's unique goals, ensuring professional support for a wide range of financial needs. With a focus on minimizing current and future tax burdens, we work proactively to provide year-round tax strategies that leverage the latest legislative changes. Our team of experienced professionals, including Certified Public Accountants and specialists in forensic accounting and business valuation, delivers tailored solutions for individuals, corporations, partnerships, and not-for-profit organizations. We pride ourselves on building long-term client relationships by acting as partners in your financial journey, offering expertise in areas such as estate planning, IRS representation, business entity selection, and forensic accounting.

Our commitment to accuracy and timeliness in financial reporting ensures efficient business operations for our clients, supported by services ranging from bookkeeping to audits, reviews, and compilations. For business owners, we provide critical insights into succession planning and entity structuring, while our litigation support services offer precise quantification of economic damages. As a locally rooted firm with offices in Benicia and Walnut Creek, California, we combine deep community knowledge with technical expertise to deliver actionable solutions that drive profitability and growth. Our dedication to continuous learning ensures we remain at the forefront of tax law changes, enabling us to identify opportunities that benefit our clients' financial futures. By maintaining transparency and prioritizing client education, we empower informed decision-making that aligns with both personal and business objectives.
Services
Tax Services Tax Planning Estate Tax Prep IRS Representation Business Entity Selection Bookkeeping Accounting Audits Forensic Accounting Business Valuations
Details
  • Year established: 2015
Highlights and features
  • We offer proactive tax planning to minimize liabilities through year-round legislative tracking.
  • Our team includes Certified Valuation Analysts with expertise in forensic accounting.
  • We provide tailored business entity selection strategies with long-term tax implications.
  • Our IRS representation services leverage decades of experience with tax authorities.
  • We combine local market knowledge with comprehensive financial reporting expertise.
Services
Tax Services
Our proactive tax services combine ongoing legislative monitoring with personalized strategy development to minimize both current and future tax liabilities. We serve individuals, corporations, and partnerships through comprehensive return preparation and representation before tax authorities. Our approach ensures clients receive timely, actionable advice that aligns with evolving tax laws while maintaining compliance.
Forensic Accounting
Specialized forensic accounting services uncover financial discrepancies through detailed record analysis and investigative techniques. We support litigation cases by quantifying damages and identifying fraudulent practices while maintaining strict adherence to legal standards. Our expertise in municipal finance and audit procedures ensures accurate, court-ready documentation for dispute resolution.
Business Valuations
Certified valuation services provide objective business assessments for mergers, acquisitions, and legal proceedings. We employ industry-standard methodologies to determine fair market value while considering financial performance and market conditions. Our reports include detailed analysis of assets, revenue streams, and growth potential to support informed decision-making.
IRS Representation
Professional IRS representation services protect clients during audits and collections processes. We leverage extensive experience with federal and state tax authorities to negotiate favorable outcomes while ensuring compliance with reporting requirements. Our team prepares and submits necessary documentation to resolve disputes efficiently and minimize financial exposure.
Business Entity Selection
Entity selection guidance evaluates tax implications of different business structures including S corporations, LLCs, and sole proprietorships. We analyze long-term financial impacts to recommend optimal configurations that balance liability protection with tax efficiency. Our analysis considers ownership goals, operational complexity, and regulatory requirements.
People
Steven M. Green
CPA
Founder with 20+ years experience in tax compliance and forensic accounting. Certified Valuation Analyst specializing in business valuations and litigation support. Active member of California Society of CPAs.
Jenny Ngov
CPA
Tax specialist since 2014 with expertise in individual and business returns. Focus areas include tax planning and bookkeeping services. Joined Green CPA Firm at inception in 2015 and earned CPA designation in 2017.
Carole Wirbick
CPA
California CPA since 2000 with experience in government auditing and municipal finance. Specializes in tax return preparation for individuals, businesses, and trusts with over 20 years serving Benicia residents.
Lisa Phillips
Bookkeeper
Experienced bookkeeper managing day-to-day financial records for businesses. Provides support for monthly, quarterly, and annual accounting cycles to ensure accurate financial reporting.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, business tax returns, audits, and entity selection guidance tailored to small business needs.
How can you help minimize my tax liability?
Our proactive tax planning identifies opportunities to reduce both current and future tax burdens through strategic return preparation and legislative monitoring.
Do you handle IRS audit representation?
Yes, we provide comprehensive IRS representation services with experienced professionals who negotiate on your behalf during audit processes.
What estate planning services are available?
We offer estate and trust tax preparation with strategies for minimizing transfer taxes and ensuring smooth asset succession for beneficiaries.
Can you assist with business valuations?
Our Certified Valuation Analysts provide accurate business appraisals for sales, mergers, and legal proceedings using industry-standard methodologies.
What are your service areas?
We serve clients in Benicia, Walnut Creek, and surrounding areas of California from our two convenient office locations.