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Who runs the best S-Corp tax prep and bookkeeping in the bay area for consultants?

I'm looking for an agency to handle my taxes and bookkeeping setup (in Xero currently) and get me on a proper payroll tax plan for my sometimes sporadic pay schedule. Looking to automate as much as possible and leave potential for future expansion and hiring. So far everyone I've worked with or talked to doesn't know S-corp taxes well or only take large corporate jobs. Is this hole filled in the marketplace?

9 Replies

John Arroyo
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John Arroyo Entrepreneur • Advisor
Delivering ecommerce and cloud applications, CEO of Arroyo Labs
Ran into the same thing myself (we're an S Corp). My original accountant butchered my taxes.

I started using early growth financial services this year, http://earlygrowthfinancialservices.com/ . They handle my books and taxes now.

They work with a lot of start ups, from bootstrapped early stage to well funded late stage companies. Ask for Gadiel.
Brian Chong, CPA
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CPA, EA, MST
Hi Brian,
I can help you with your taxes, bookkeeping and payroll. I've been a CPA for over 10 years and specialize in working with startups. My office is in Santa Clara. My email is [removed to protect privacy] and my cell phone # is [removed to protect privacy]. Look forward to hearing from you.

Warmest regards,
Brian
John Arroyo
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John Arroyo Entrepreneur • Advisor
Delivering ecommerce and cloud applications, CEO of Arroyo Labs
also for payroll Zen Payroll has been great, plus its very flexible. https://zenpayroll.com

I used paychex for over a year and had so many issues
Tom French
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Tom French Entrepreneur • Advisor
Founder & CEO, Supply Chain Coach
Brian;

Not sure where you are located but the accounting firm I use and who will explain why you want to be an "S" corporation or not is Goldstein and Associates (www.goldsteingroup.org) Contact Rob Goldstein.
Heather Brown Natsch
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Heather Brown Natsch Entrepreneur • Advisor
Co-Founder & President at InteriorCrowd, Inc.
Hi Brian,

I've been really happy with Paycycle (now Intuit Payroll). It is very easy and cost-effective. For a CPA firm, I highly recommend Lautze & Lautze. They have offices in both San Francisco and San Jose.

Best wishes,
Heather
Kate Whiting
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Kate Whiting Entrepreneur
CEO - Educents
I've used David Slosberg in San Bruno. He's been doing my S Corp taxes for years and is still doing our C Corp taxes now that we've switched. He is kinda hard to get in touch with because he has so many clients. But I guarantee you won't find a more savvy tax accountant in your life. He has saved me well over 100k in the last few years and even though he has some quirks, and he is a little over $1,000 per year, I refuse to go to anyone else. http://www.yelp.com/biz/david-m-slosberg-inc-san-bruno
Dean Jeffery
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Dean Jeffery Entrepreneur
President, Worknet Systems, Inc.
Your Financial Solutions specializes in providing payroll, tax, and bookkeeping for S-Corp companies. They have a suite of cloud-based tools and services to help you run your company like the "big guys" while on a start-up budget. I think that they're great! They'll help you maximize the tax benefits of the S-Corp structure and help you avoid the pitfalls along the way. You can contact [removed to protect privacy] for more info.
Jordan Taylor
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Jordan Taylor Advisor
co-founder at Vestboard
Brian, we have offices in Seattle and Phoenix and have a growing client base in the Bay Area - would love to connect and discuss.
Frank Mastronuzzi
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Founding Partner at Xcelerate Financial LLC
Hi Brian

A group of startup CFO's have started Xcelerate Financial (www.xceleratefinancial.com) and we would love to help out. You can email us at [removed to protect privacy] or go to our site and submit a request. We are based in LA and SF. Let us know.

Thanks
Frank
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