All the Proactive Tax Services You Need
Consider us your strategic partner.
Whether you own a business, are filing single taxes as an employee, or have a complex mix of multiple businesses and entities in trust, our integrative suite of services will help you exceed basic bookkeeping and tax-filing requirements.
Instead, we’ll be your partner—one who helps you strategically minimize your taxes, optimize your business, and streamline your portfolio of entities and trusts.
- Tax Preparation
- Tax Planning
- Accounting & Bookkeeping
- Virtual CFO
- Human Resources Consulting
- Family Office Administration
Don’t see what you need? Simply Ask Us a Question or give us a call at 510-235-1044.
We offer truly integrative solutions that are in tune with your personal long-term goals to help multiply your ability to accumulate and preserve wealth.
I have used InConcert Financial for years for our business and personal tax affairs. ...They…provide excellent service, are professional, and [are] always responsive. Jeff, their QuickBooks® professional, [is] outstanding, and...Alan Steeples helped us immeasurably dealing with the State Board regarding a disability issue that I could not resolve myself... I will continue to remain a loyal and appreciative customer. I endorse them and hope you give them the opportunity to serve you.