Business Details
Trusted Accounting & Tax Services in Mill Valley
At IWB & Co., we prioritize personalized attention and long-term relationships with our clients. Our firm specializes in tax planning and preparation for individuals, partnerships, LLCs, corporations, estates, and trusts, combining professional expertise with a compassionate approach. With over three decades of experience, we have consistently enhanced our clients' financial well-being through tailored strategies. Our practice is built on trust, delivering services that optimize financial outcomes while alleviating the stress of tax filings and money management. We offer free initial consultations and maintain a secure client portal for document storage and access.Our team is dedicated to providing creative solutions for tax problems, IRS audits, and business accounting needs. We emphasize proactive tax planning to legally reduce liabilities and maximize after-tax income. Our services extend to QuickBooks setup, training, and tune-ups, ensuring seamless financial operations for small businesses. Located in Mill Valley, CA, we serve clients with a commitment to transparency, discretion, and exceptional service. Contact us today to experience accounting that focuses on people, not just numbers.
Services
Tax Preparation
Business Accounting
Bookkeeping Services
QuickBooks Setup
Tax Planning
Highlights and features
- We provide personalized tax strategies tailored to your unique financial situation.
- Our team has decades of experience resolving complex IRS tax problems.
- We offer specialized QuickBooks setup and training for small businesses.
- We guarantee secure document management through our client portal.
- We focus on long-term financial planning to maximize your after-tax income.
Services
Tax Preparation
We prepare and file federal and state tax returns for individuals, businesses, and trusts. Our process ensures compliance while identifying deductions to minimize liabilities. Clients receive clear explanations of their returns and proactive advice for future tax years.
Business Accounting
Our small business accounting services include bookkeeping, payroll management, and financial reporting. We help businesses maintain accurate records, manage cash flow, and make data-driven financial decisions to support growth and profitability.
QuickBooks Services
We offer QuickBooks setup, customization, and training tailored to business needs. Our experts ensure proper configuration, provide ongoing support, and optimize software use for efficient financial management and reporting.
Tax Problem Resolution
We assist with IRS audits, back taxes, liens, and payment plans. Our team negotiates with tax authorities to resolve issues discreetly and efficiently, helping clients regain financial stability and compliance.
Estate Planning
Our estate planning services guide clients through wills, trusts, and asset distribution strategies. We simplify complex processes to ensure clients' wishes are honored while minimizing tax burdens and legal complications for beneficiaries.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, payroll processing, cash flow management, and part-time CFO services to streamline financial operations.
Can you help with IRS tax problems?
Yes, we specialize in resolving IRS audits, back taxes, wage garnishments, and payment plans to alleviate tax-related stress.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, troubleshooting, and tune-ups to ensure accurate and efficient accounting for your business.
What tax planning services are available?
We offer strategic tax planning to legally reduce liabilities, including retirement planning, estate tax strategies, and business tax optimization.
How can I securely share financial documents?
Our client portal allows secure document storage, access, and file sharing without requiring an account for basic transfers.
