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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. 

Don’t see what you need? Simply Ask Us a Question or give us a call at 510-235-1044.

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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. ...Theyprovide 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.

Bruce N.