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Berkeley
Merchants Accounting Services, Inc, is a full service tax, accounting and business consulting firm. We serve a diverse portfolio of companies and individuals, with a focus in the Hospitality business as well as other industries.
Margo D.
I've been going to Merchants since 2008 after another accountant screwed up my taxes. It was complicated because of an inheritance. Merchants handled everything quickly and efficiently. I'm an individual with some slightly complicated deductions, but nothing major. I felt it necessary to offer another opinion on these folks. They always return my calls or emails promptly, are courteous and helpful.
Berkeley
Some CPA firms focus on accounting, others focus solely on taxes. At The Lee Accountancy Group we focus on your entire financial well-being. Not only do we prepare accurate financial statements, but we also apply planning tools, trend and cost analysis, tax planning and business coaching to help your business thrive. We have more than 25 years of experience helping small and medium-sized businesses, as well as individuals achieve their financial goals.
Berkeley
My name is Victoria Nguyen, and I am an Enrolled Agent specializing in various Income Tax services. My mission and ambition are to provide outstanding services to small businesses and individuals. With an appreciation of how busy business owners are, my virtual tax prep office is designed to save time, increase productivity, provide tax-saving strategies without reducing the quality and professionalism that would be expected from an in-person appointment.
Berkeley
CPA, CFF, DBA, EA. More than 35 years of experience in accounting, taxation and financial planning, IRS problem resolution, estate and trust tax and business formation Tax Resolution Specialist.
Berkeley
Tax Return Preparation for Individuals and Small Businesses Report Forms: W-2, 1099-R, 1099-Misc, 1099-G unemployment compensation, 1099 from Brokerage Account, 1095-A Income from rental Properties, Home Sales, Rental Property Sales, 1031 Like-Kind Exchanges Stock Sales (Restricted Stock Units, Employee Stock Purchase, Stock Options) Estate and Trust Tax File tax with all states
Berkeley
Chad N.
I've been using Christopher for our tax returns for the past two years, and specifically followed him to Lockbox from his prior firm. Â Nobody likes taxes, but Christopher helps make the process as painless as possible for his clients. Â He's extremely responsive (literally, usually same hour email response), and his rates are very competitive --- despite also being a tax attorney and more qualified than many of his peers. Â I have always felt like you get that part of his expertise for free. Â He's definitely versed and qualified to handle slightly more complex tax matters -- business owners, rental property, etc. Â One of the best examples of how Christopher goes above and beyond happened this year. Â He filed our federal and state returns for us, and made a mistake in not submitting the ACH information for payment. Â We noticed it a few days after taxes were due, and after touching base with Christopher he immediately admitted it was his error and we paid the balance due via check. Â He told us he would personally take care of any penalty owed. Â Sure enough, a couple months later we received a letter from the state of CA with a sizable balance due for the penalty. Â I sent it to Christopher late on a Friday...to my surprise he literally replied within minutes and said he'd take care of it and pay the full balance out of his own pocket right away. Â Not every business admits their mistakes, and fewer of them make it right. Â Christopher definitely did that, and did so in minutes.
