Welcome to Bay Area Tax Planners, a tax consulting and accounting firm based in Pleasant Hill, California.

We provide professional tax preparation, tax planning, and accounting services to individuals and businesses.

We craft an individualized approach that addresses your particular situation and needs. We recognize that everyone is unique, and each personal scenario should be assessed thoroughly before a plan is put in place.

For families and individuals, we offer a range of services to help you plan and reach your financial goals. We’ll discuss your objectives and your risk tolerance to design a personalized strategy.

Whether you’ve recently acquired a new business, undergone unexpected growth, or simply need a swift and adept professional to identify gaps in your tax strategy, we are here to craft a plan that propels you toward your goals.

Our team ensures that you remain fully compliant with regulatory authorities. When it’s tax season, leave the preparation and filing to us. Our professionals will ensure that your papers are filled in correctly and filed on time. For more information from an experienced tax advisor and accountant, reach out to us today.

We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Just because something’s been done a certain way in the past doesn’t mean it’s the best way to do it. Our team is addicted to technology, and we’re always “thinking outside the box” to provide our clients with a faster, less expensive, and more reliable way to do things.

We operate on a year-round basis, employing a virtual work model for the convenience of our clients.

Operating in a collaborative capacity, we choose to engage exclusively with a limited number of clients.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.