Tax And Business Services Of Oakland

Five years into business under president LaLane Coaxum, the practice sits on 7th Street in historic West Oakland, across from the landmark Main Post Office building; its leadership puts its own background at more than 20 years in tax preparation and business services. Returns are prepared for individuals and for businesses, select nonprofit organizations included. A new company can be formed and its EIN obtained here, with the books, payroll and 1099s handled afterward. Unfiled returns and other tax problems are taken on too.

Less usual for an accounting office, life insurance and indexed universal life policies are written alongside retirement planning. Returns run on gazelle's cloud-based software and mobile app, clients get a portal login, and small businesses already on QuickBooks can get help using more of it.