Business Details
15 Years
experience
Emergency
services
Your Trusted Tax and Accounting Partner in San Mateo
We are a dedicated accounting firm providing comprehensive tax and financial services to individuals and businesses. With decades of combined experience, our team of Enrolled Agents specializes in tax return preparation, audit representation, bookkeeping, and customized business solutions. We prioritize personalized service, offering face-to-face consultations and flexible appointment times to accommodate client needs. Our expertise extends to handling complex tax matters, including tax notices, audits, and negotiated settlements, while ensuring compliance and maximizing savings.We are committed to delivering affordable, high-quality services without hidden fees, backed by a proven track record of client satisfaction and industry recognition. Our membership in professional organizations like the California Society of Tax Consultants underscores our dedication to excellence and ongoing professional development.
Services
Tax Return Preparation
Bookkeeping Services
Audit Representation
Payroll Processing
Non-Profit Tax Filings
Tax Notices Resolution
Retirement Planning
Inheritance Tax Guidance
Starting a Business
Encrypted Document Exchange
Details
- Year established: 2011
Highlights and features
- We offer personalized tax and accounting services with face-to-face consultations.
- Our team includes Enrolled Agents with decades of experience in tax matters.
- Affordable rates with transparent pricing and no hidden fees.
- Flexible appointment times, including evenings and weekends.
- Zero-interest financing options for qualifying clients.
Associations and certifications
- California Society of Tax Consultants
What people say
Best service available
Very warm and professional
Saved on taxes
Quick and efficient
Excellent guidance
Services
Tax Return Preparation
We prepare accurate and comprehensive tax returns for individuals, businesses, estates, and non-profits. Our process includes personalized consultations to maximize deductions and ensure compliance. Clients benefit from our expertise in navigating complex tax laws and receiving tailored advice to optimize savings.
Audit Representation
Our Enrolled Agents provide expert representation for IRS and state tax audits. We handle negotiations, settlements, and documentation to resolve issues efficiently. Clients receive strategic guidance to minimize liabilities and protect their financial interests during audit proceedings.
Bookkeeping Services
We offer customized bookkeeping solutions for businesses, including payroll processing and financial reporting. Our services ensure accurate record-keeping and regulatory compliance. Clients gain peace of mind with organized financial data and streamlined operations.
Non-Profit Tax Filings
We assist non-profits with tax filings, reinstatement, and application expediting. Our team ensures adherence to regulatory requirements while preserving organizational status. Clients receive support for maintaining compliance and achieving long-term stability.
Payroll Processing
We manage payroll tax filings, including W-2 and 1099 processing, for businesses of all sizes. Our services ensure timely and accurate submissions to avoid penalties. Clients benefit from simplified payroll management and expert compliance support.
People
John G Miller
Principal and Owner
Enrolled Agent with 40+ years of experience, specializing in audits and tax planning. Adjunct faculty for San Mateo Community College District and member of the California Society of Tax Consultants.
Pam Lim
Tax Advisor
Experienced Enrolled Agent and QuickBooks specialist, fluent in Mandarin and Cantonese. Provides expert tax preparation and bookkeeping services with a focus on client satisfaction.
Questions
What services does Accounting for TAX offer?
We provide tax return preparation, audit representation, bookkeeping, payroll processing, and non-profit tax filings for individuals and businesses.
How do you handle tax audits?
Our Enrolled Agents represent clients in IRS and state audits, negotiating settlements and ensuring compliance while minimizing liabilities.
Are payment plans available?
Yes, we offer 12-month zero-interest financing and flexible payment options for qualifying clients.
Do you serve non-profit organizations?
Yes, we assist non-profits with tax filings, reinstatement, and compliance to maintain their status and operational efficiency.
What makes your firm different from CPAs?
We provide personalized face-to-face service at lower rates than traditional CPAs, with direct access to experienced Enrolled Agents.
