Deb Marion
Tax CPA, EA
_________________
CPA Tax Preparer
& Tax Audit Help
on the SF Peninsula.
Deb Marion TAX CPA, EA and QuickBooks ProAdvisor
A CompleteTax Service CPA on San Francisco's Peninsula.
I prepare my clients' taxes "remotely" -- no in-office meetings needed.
Direct to me: 650-393-3044
Email me: Accoun5 @ aol.com
About US. Scroll down to our Services Menu:
We're a "single source" for your accounting, bookkeeping, tax preparation, audit representation, and related services.
Based in San Mateo County, California, we serve clients throughout the San Francisco Peninsula and Northern California, as well as out-of-state and globally.
For our SF area clients, we can come to you. Our services are personalized to your needs. Our technology and systems enable us to perform our work from our offices or your location.
In practice 20 years, we have an A+ rating by the Better Business Bureau.
- Deb Marion, Tax CPA, EA, QuickBooks ProAdvisor
I'm a licensed CPA, EA with more than 20 years experience. I provide full-service
Tax Return Preparation, Accounting and Bookkeeping, along with tax planning,
IRS representation and tax problem resolution - both Federal and all states.
As an EA (Enrolled Agent), I'm licensed by the Federal Government (Dept. of Treasury) to represent taxpayers before the IRS in all states.
As a Certified QuickBooks Pro-Advisor, I provide expert QuickBooks setup, support and training, bookkeeping cleanup, as well as monthly data entry and maintenance via remote access or at your site.
I'm an active member of the American Institute of Certified Public Accountants
(AI CPA), California Society for CPA's (CAL CPA), California Society of Enrolled Agents (CSEA), and National Association of Tax Professionals (NATP).
- Joe Losch, BSC, MBA
I have nearly 30 years of business and consulting experience in all aspects of financial and operational management, marketing and corporate development. Holding a BSC degree in Finance and Marketing from Santa Clara University, and MBA from Pepperdine, my experience spans businesses in manufacturing and service industry sectors --small businesses, emerging growth companies, mature businesses and turnarounds. As a prior CFO, COO and general management exec, I support our clients in managerial finance, marketing and operations.
Why Choose Us?
- Results + References
- Expertise + Ethics
- 20 Years in Practice
- Licensed CPA & EA
- QuickBooks ProAdvisor
- ON-CALL Support 365
- A+ Rating by BBB
- We Come to You
EACH CLIENT a VIP
- SERVICES: Accounting, Bookkeeping, Tax Services, Audit Representation, Finance
Accounting and Bookkeeping
(working at either your site or ours)
- Accounting Consultations-on-call (CPA)
- Monthly Bookkeeping Reviews (CPA)
- Bank Reconciliations
- Financial Statements
- Set up Bookkeeping and Accounting
- QuickBooks: Setup, Training, Maint.
- Accounting Systems Maintenance
- Sales Tax Returns (CPA-prepared)
- Payroll Support
- 1099's and W-2's
- Prior Bookkeeping Cleanup
- Records Maintenance and Backups
- Maintain Financial and Tax Calendars
- ON-CALL SUPPORT
QuickBooks / Accounting
and Bookkeeping Systems
- QuickBooks Install and Setup
- Set up Bookkeeping + Chart of Accounts
- Cleanup Books
- Monthly Bookkeeping and Accounting
- QuickBooks Training (at your location)
- Financial Statements (setup, maintain)
- Custom Reports
- Establish Financial and Tax Calendar
- System Maintenance + Updates
- Outsourced or temp. CFO services
- ON-CALL SUPPORT
Tax Return Preparation
IRS & all States
- Individuals (and US Expatriates abroad)
- Self-employed
- Sole Proprietors and Small Businesses
- LLC's and Partnerships
- Corporations (C, S and non-profit status)
- Non-profits
- Estates and Trusts
- Gift Tax
- Sales Tax filings (all)
- Employer and Payroll Taxes
- 1099's and W-2's
- 1031 Exchanges
- Form 351, Sole Proprietor creating Corp.
- ON-CALL SUPPORT
Special Tax Situations
IRS and all States
- Back Taxes
- Out-of-state Returns
- Non-filers
- Prior Year(s) Returns
- Extensions
- Amended Returns
- Home-based Businesses
- Independent Contractors
- Marital-related (Separated, Divorced)
- Investors including K-1's
- 1099's and W-2's
- Employee Withholdings
- Estimated Tax Returns
- Interim Payments
- Stock Options and Capital Gains
- Debts and Cancellation of Debts
- Foreclosures
- 1031 Exchanges
- Form 351, Sole Proprietor creating Corp.
- Garnishments
- Donations and Charities
- ON-CALL SUPPORT
Tax Audit Representation
IRS and all States
- IRS
- Franchise Tax Board (all States)
- Board of Equalization (all States)
- All States
- Responding to IRS and/or FTB Inquiries
- Personal and Business
- Tax Audit Resolution Process
- Tax Audit Appeals
- Tax Audit Case Presentations
- Collection Matters
- Garnishments
- Payment Arrangements
- Offers in Compromise
- ON-CALL SUPPORT
Tax and Business Consulting
- Tax Planning, Srategies and Obligations
- QuickBooks Setup and Training
- Establish Financial and Tax Calendars
- Employer Responsibilities
- Outsourced CFO / Controller
- Responding to IRS and/or FTB inquiries
- Business Plans / Business Reviews
- Cleanup Books
- Marketing and Business Devel. Plans
- Quarterly Financial Reviews
- Budgeting and Forecasting
- Financial Modeling / Custom Report
- Management Systems
- Organizational Development
- Legal and Licensing Requirements
- Managerial Finance Consulting
- Monthly Bookkeeping and Accounting
- QuickBooks Training (at your location)
- Financial Statements (setup, maintain)
- Establish Financial Tax Calendar
- Outsourced or temp. CFO services
- ON-CALL SUPPORT
Our Credo
Rating A +
All you need is LOVE,
A good DOG or CAT,
And a great CPA !
Joe Losch
CLICK HERE for information about our EXPATRIATE TAX SERVICES for U.S. Expatriates
living abroad, and our service men and women on duty abroad.
What is the difference between an Enrolled Agent
and other CPA's and tax professionals?
Only an Enrolled Agent (EA) is required to demonstrate to the Internal Revenue Service their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and non-EA CPA's, who may or may not choose to specialize in taxes, all EA's specialize in taxation. EA's are the only taxpayer representatives who receive their right to practice from the United States Government. (Non-EA CPA's and attorneys are licensed by the states.)
When choosing your Tax Preparer, remember:
Deborah Marion, CPA / EA, "SPEAKS TAX"
and is licensed by the Federal Government to represent you
in all tax matters with the IRS.
We serve these communities in SAN MATEO County and Silicon Valley
San Mateo, Foster City, Menlo Park, Palo Alto, Stanford, Los Altos and Los Altos Hills, Mountain View, Sunnyvale, Atherton, Hillsborough, Portola Valley, Woodside, Santa Clara, Campbell, Cupertino, Los Gatos, Saratoga, San Jose, Half Moon Bay, Coastside, Brisbane, Burlingame, Millbrae, Redwood City, San Carlos, Pacifica and San Francisco.
We provide clients and U.S. expatriates worldwide with U.S. Federal and State tax Preparation, Tax Planning, Tax Audit Representation services. As a QuickBooks ProAdvisor, I can also provide Accounting/QuickBooks services and support to clients wherever there is internet.
For our San Francisco
bay area clients,
"We Can Come to YOU"
With us, each client is a VIP. We provide personalized CPA services, and can meet or work at your own home, office or work location site. If you prefer, we can also schedule to meet with you at one of our meeting office locations in San Mateo, Foster City, Sunnyvale, Cupertino, San Francisco or San Jose.
Deb Marion, Tax CPA / EA l c 2017, all rights reserved l 650-393-3044 l email: Accoun5@aol.com l TaxCPA.me
- Tax Preparation by TAX CPA / EA
- Tax Planning (Individuals and Businesses)
- Full QuickBooks Support
- Tax Audit Help & Audit Representation
- Accounting Consulting
- San Mateo and Santa Clara Counties
