Business Details
Trusted Tax and Bookkeeping Services in Newark, CA
Affordable Tax Services & Bookkeeping has been dedicated to helping small businesses and individuals manage their financial obligations for over 15 years. Our mission is to deliver complete, secure, and accurate accounting and tax services while providing clients with peace of mind. We specialize in bookkeeping, compliance reporting, tax planning, and tax return preparation for small businesses, alongside individual tax services. Our team of professionals employs a personalized, hands-on approach to ensure clients receive tailored solutions that enhance their financial efficiency.With expertise in navigating complex tax regulations and a commitment to year-round client support, we aim to simplify financial management for our clients. Our services include monthly newsletters and tax tips to keep clients informed about evolving tax laws. We pride ourselves on building long-term relationships through reliability, transparency, and a deep understanding of local market needs in the San Francisco Bay Area.
Services
Tax Return Preparation
Bookkeeping
Tax Planning
Compliance Reporting
Financial Statements
Highlights and features
- We have over 15 years of experience serving small businesses in the San Francisco Bay Area.
- Our personalized, hands-on approach ensures tailored financial solutions for each client.
- We guarantee accurate and timely tax return preparation and compliance reporting.
- Year-round support includes monthly newsletters and actionable tax planning resources.
- Owner Jeanine DiGiacomo is a Registered Tax Preparer with specialized expertise in complex returns.
Associations and certifications
- California Tax Education Council (CTEC)
Services
Tax Return Preparation
We prepare accurate federal and state tax returns for small businesses and individuals, ensuring compliance with current regulations. Our process identifies all eligible deductions to minimize liabilities while avoiding costly errors. Clients receive year-round support to address evolving tax requirements.
Bookkeeping
Our bookkeeping services include company setup, account reconciliation, and financial statement preparation using QuickBooks software. We maintain organized records for accounts payable/receivable, sales tax filings, and year-end reporting to support informed business decisions.
Tax Planning
We develop long-term tax strategies to reduce liabilities through systematic planning and forecasting. Services include entity selection guidance, mid-year adjustments, and compliance reviews to optimize financial outcomes for businesses and individuals.
Compliance Reporting
We handle quarterly and annual compliance tasks including payroll tax returns (941, 940), W-2/1099 processing, and sales tax filings. Our systematic approach ensures timely submissions while maintaining adherence to federal and state requirements.
Financial Statements
We generate monthly, quarterly, and annual financial statements including balance sheets, profit/loss reports, and cash flow analyses. These documents provide critical insights for business owners to monitor performance and make data-driven decisions throughout the year.
People
Jeanine DiGiacomo
Owner
Jeanine has 15+ years of experience in tax preparation and bookkeeping for Bay Area businesses. A CTEC-registered tax preparer and EBAEA member, she specializes in complex returns and financial planning.
Questions
What services does Affordable Tax Services offer?
We provide tax return preparation, bookkeeping, tax planning, compliance reporting, and financial statements for small businesses and individuals.
How does Affordable Tax Services help small businesses?
We streamline financial management through accurate bookkeeping, tax compliance, and strategic planning to improve efficiency and reduce liabilities.
Do you offer tax planning services for individuals?
Yes, we provide personalized tax planning and return preparation for individuals to maximize refunds and minimize tax obligations.
What areas do you serve?
We primarily serve the San Francisco Bay Area, including Newark, California.
Reviews (2)
QuiQ Auto Glass
Feb 11, 2019
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Excellent Tax and Bookkeeping services. Jeanine and John are wonderful people with excellent knowledge of what they do. They provide professional services and answer all your questions thoroughly and thoughtfully. They often go extra mile and offer advice on issue broader than tax and bookkeeping. Excellent communication, they are always there to answer your calls and emails, give advice and walk you through things you need to understand step by step. Highly recommended if you're looking for a professional Tax and Bookkeeping services!
Dianna Ochoa
Jan 17, 2016
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I have been going to Affordable Tax Services for 10 years now and I love the service I've rec'd and will continue to go back year after year!
