Business Details
Your Trusted Accounting Partner in Truckee, CA
For years, Sitkoff & O'Neil has provided quality, personalized financial guidance to individuals and businesses. Our expertise spans basic tax management and accounting services to in-depth financial statements and planning. By combining our expertise, experience, and team-oriented approach, we ensure every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and strong work ethic have earned us a loyal client base.As a full-service Certified Public Accounting firm licensed in California, all our CPAs hold valid state certifications. We are committed to helping clients maintain financial viability today while proactively achieving future goals through open communication, research, and sound analysis. Our mission extends beyond individual clientswe aim to improve the financial outlook for our community. Located in Truckee, California, we serve clients throughout Northern California and Nevada.
Services
Tax Preparation
Financial Planning
Estate Planning
Business Accounting
Succession Planning
Non-Profit Services
Internal Controls
Tax Relief
QuickBooks Services
New Business Formation
Highlights and features
- Our team consists of certified experts with extensive accounting experience.
- We provide personalized financial guidance tailored to each client's needs.
- We are licensed Certified Public Accountants in California.
- We serve clients in Northern California and Nevada with local expertise.
- Our dedication to high standards ensures reliable and accurate financial services.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, ensuring adherence to evolving tax laws. Our services minimize liability while maximizing deductions and credits. Clients benefit from expert guidance to avoid penalties and optimize financial outcomes.
Financial Planning
Our financial planning services help clients achieve long-term goals through strategic budgeting, investment advice, and risk management. We tailor plans to individual circumstances, focusing on retirement readiness, estate preservation, and wealth growth for sustainable financial security.
Estate Planning
We simplify estate planning by creating customized strategies to protect assets and ensure smooth succession. Services include trust and will preparation, tax planning, and probate guidance to safeguard legacies and reduce administrative burdens for heirs.
Business Accounting
We manage bookkeeping, payroll, and financial reporting for small to mid-sized businesses. Our solutions improve cash flow visibility, regulatory compliance, and operational efficiency, allowing owners to focus on growth while maintaining fiscal health.
Tax Relief
We resolve tax disputes, payment plans, and penalty abatements for individuals and businesses. Our discreet, efficient approach reduces stress and financial strain, leveraging IRS programs to negotiate settlements and restore compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and tax compliance services tailored to small businesses, helping streamline operations and improve financial decision-making.
Do you assist with QuickBooks setup and training?
Yes, we offer QuickBooks setup, customization, and personalized training to help businesses efficiently manage accounting tasks using desktop or cloud-based solutions.
How can you help with tax relief for IRS issues?
We negotiate IRS payment plans, penalty abatements, and offers in compromise to resolve back taxes, liens, and wage garnishments while minimizing client stress.
What areas do you serve?
We serve clients in Northern California and Nevada, offering in-person and virtual support for accounting, tax, and financial planning needs.
Are your accountants certified?
Yes, our team includes Certified Public Accountants (CPAs) licensed by the California Board of Accountancy, ensuring expertise and regulatory compliance.
Can you assist with nonprofit organization compliance?
We help nonprofits maintain tax-exempt status through proper revenue/expense reporting, IRS compliance, and internal control assessments tailored to organizational goals.
Reviews (4)
Truckee Dance Factory
Jun 16, 2021
Report
We feel completely taken care of all the time. This has been the easiest tax and accounting experience we've ever had. Always professional, yet friendly. We would recommend Sitkoff/O'Neil 100%.
Matt Lyon
May 01, 2021
Report
I cannot sing their praises enough. As a small business owner, Sitkoff & O'Neil has helped navigate the treacherous waters of managing my finances, both personal and professional. Specifically, Nancy has been an amazing resource and advocate to find every appropriate deduction. I trust her judgement wholeheartedly, and appreciate the extra mile she has gone for myself and for my business.
Robert Young
Feb 24, 2021
Report
We have used Sitkoff O'Neil Accountancy for well over 25 years now and have never been disappointed. We live 1000 miles away from them, but continue to use their services because they are just that good. I would not hesitate to recommend them to a friend.
Kurt Karlson
Nov 28, 2018
Report
Don't Trust Matthew! Stay away. Forged names on pseudo contract and tried to bring Me to court this man should be put away for a long time doing stuff like that. Hides Over 12 illegals in Rental properties. Asked Y? (Was told two B. S. Have pics and internet communications over 16 people can prove) giving illegal aliens Safety. that do not deserve to be in America. Forged Paper Work. DON'T TRUST WHAT SO EVER!
