Comprehensive tax services
From a simple individual return to complex business, trust, and estate matters, prepared, planned, and represented with the care of an Enrolled Agent who has served the Bay Area since 1975.
Find the help you need
Choose a service to see how we approach it, what is included, and how to get started.
Individual
Federal and state returns for individuals and families, from simple filings to multi-state and life changes.
Learn moreSmall Business
Schedule C, partnership, LLC, S-corp, and corporate returns with year-round guidance.
Learn moreTrusts & Estates
Fiduciary, estate, and gift tax returns, coordinated with your broader plan.
Learn moreAudit Representation
Federally authorized representation before the IRS on audits, notices, and appeals.
Learn moreTax Projections
Forward-looking projections and estimated payments so you avoid surprises.
Learn morePlanning Reviews
A proactive review to find opportunities and lower your legal tax burden.
Learn moreWe stand with you, even through an audit.
An Enrolled Agent holds the highest credential the IRS awards. John Miclean is federally authorized to represent you directly, on audits, notices, and appeals, anywhere in the country, so a letter from the IRS is our problem to solve, not yours to face alone.
Learn about representation- Audit correspondenceWe respond to notices and manage every exchange with the IRS.
- Direct representationFederally authorized to represent you before the IRS.
- Peace of mindDecades of experience standing beside our clients.
Not sure where you fit? Let’s talk.
Tell us about your situation and we will point you to the right service.