We focus on providing consulting, tax planning and compliance services to closely-held businesses in all phases, from start-up through transition or sale. Individuals benefit from our tax planning and compliance services as we address their specific needs from the wealth accumulation through retirement phases (including challenges in the aging process).
We provide a hands on approach to business consulting, and tax planning and compliance services.
Barbara Cyphers, CPA
Types of Businesses Serviced
- Professional services
- Advertising and marketing
- Retail and distribution
- Food service
Credentials & Affiliations
MS in Taxation, Golden Gate University
BS in Business Administration, Cal State University East Bay
Membership in AICPA and CA Society of CPAs
Previously on boards of Alameda Chamber of Commerce, Tri-Valley Estate Planning Council, Walnut Creek Education Foundation, PTA, Alameda Girls Club
“Love letters” from our clients
As a valued client, you will benefit from how we emphasize regular communication throughout the year. For example, business owners are encouraged to provide copies of interim financial statements so that we can proactively identify issues and planning opportunities. With regular communication, there should be no “surprises” at tax time.
We help facilitate effective communication between business owners and between family members encouraging face-to-face meetings. In this process, we can assist in “breaking the ice” around uncomfortable topics and help to define and monitor goals.
Our job is to educate and inform. We encourage you to ask us lots of questions and, if you don’t understand our responses, we are not doing our job! We promise to make complex issues, tax laws and developments understandable. You will learn how to “bulletproof” your business to minimize IRS audit adjustments.
We work as a team with your other professionals, including attorneys, investment advisors, personal financial planners, retirement plan administrators, outside accountants, etc. If requested, we can make referrals and direct you to valuable resources available in the local community.