Business Details
48 Years
experience
Your Trusted Partner for Tax and Accounting Solutions
Established in 1978, McKinney & Company, CPA & Company, CPA has built a reputation as a trusted partner for individuals and businesses seeking expert financial guidance. Our team of five CPAs, one Enrolled Agent, and dedicated support staff deliver comprehensive tax preparation, accounting, and strategic planning services to over 600 clients, including corporations, partnerships, and high-net-worth individuals. We specialize in navigating complex tax regulations while providing tailored solutions for cash flow management, entity structuring, and estate planning. Our commitment to excellence is reflected in our decades-long relationships with local businesses, from machine shops to retail operations, ensuring accurate financial reporting and compliance.We prioritize open communication to understand client goals, combining technical expertise with proactive advice to optimize financial outcomes. As a cornerstone of the Castro Valley business community, we uphold the highest standards of professionalism, delivering timely, reliable counsel that empowers clients to achieve both immediate and long-term objectives.
Services
Tax Management
Accounting Services
Estate Planning
QuickBooks Help
Bookkeeping
Cash Flow Analysis
Entity Restructuring
Financial Projections
Details
- Year established: 1978
Highlights and features
- We have over 45 years of experience in tax and accounting services.
- Our team includes five CPAs and an Enrolled Agent with specialized expertise.
- We provide personalized financial strategies tailored to individual client needs.
- We serve diverse industries including manufacturing, retail, and professional services.
- Our proactive approach ensures compliance while optimizing financial opportunities.
Services
Tax Management
Our tax management services help individuals and businesses minimize liabilities while maximizing financial opportunities. We provide comprehensive preparation for federal, state, and local tax returns, strategic planning for changing regulations, and year-round advisory support. Clients benefit from our deep expertise in complex tax scenarios, ensuring compliance and optimized outcomes.
Accounting Services
We deliver accurate financial reporting and record-keeping solutions for businesses of all sizes. Our services include general ledger maintenance, financial statement preparation, payroll processing, and system setup. Clients receive timely, reliable data to support informed decision-making, with specialized support for start-ups and established enterprises navigating growth challenges.
Estate Planning
Our estate planning guidance ensures smooth asset transfer while minimizing tax burdens. We help clients create comprehensive strategies for wills, trusts, and beneficiary designations. By staying current with evolving tax laws, we protect clients' legacies and provide peace of mind through customized succession plans for both personal and business assets.
QuickBooks Help
We offer end-to-end QuickBooks solutions including setup, training, and system optimization. Our experts ensure proper implementation for accurate financial tracking and reporting. From initial configuration to ongoing support, we help businesses maximize software capabilities for improved accounting efficiency and data-driven decision-making.
Bookkeeping
Our bookkeeping services maintain precise financial records to support business operations. We handle daily transaction tracking, account reconciliation, and reporting for businesses lacking internal resources. Clients gain reliable financial visibility while focusing on core operations, with flexible monthly, quarterly, or annual service options.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including financial statement preparation, payroll processing, system setup, and cash flow management tailored to small business needs.
How can you help with tax planning for individuals?
Our tax planning services identify strategies to minimize liabilities while aligning with long-term financial goals, leveraging current tax laws for optimal outcomes.
Do you support QuickBooks users?
Yes, we offer comprehensive QuickBooks assistance including setup, training, system optimization, and ongoing support for accurate financial tracking.
What estate planning services are available?
We provide tax-efficient estate planning strategies covering wills, trusts, beneficiary designations, and succession planning to protect your legacy.
How do you handle business entity selection?
We advise on optimal entity structures based on business activities, growth plans, and tax considerations, with restructuring support as needs evolve.
