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Book N Tax
We provide personalized tax planning and advisory services to help you make the most of your financial situation. Whether you own a small business, have stock options, or manage multiple real estate properties, we’ll work with you to create strategies that align with your goals. Our team takes pride in building long-term relationships and collaborating closely with clients on both tax and financial planning needs. If you know someone who could benefit from our services, referrals are the highest compliment we can receive.
We specialize in small business tax preparation such as independent contractors like Lyft, Uber, SideCar and Yellow Card. Individual tax returns, corporate tax returns, bookkeeping and payroll.
Gelardi Tax Service has been in operation since 2006, and with over 20 years experience, has provided over 1,000 accurate tax returns in a timely manner. Lisa Gelardi finds solutions for a wide variety of tax situations and industries. Located in the Bay Area and serving customers via electronic returns, she is efficient and educated in frequently changing tax laws.
Specializing in tax preparation and consultation for individuals, businesses, non profits as well as IRS representation in all tax matters. We work with you on a personal level to determine the best solutions for your unique needs and then employ our expertise to achieve the best possible results. We are your trusted partner in success. Our firm offers a full range of professional services at a fair price and is committed to give you the individual attention that you deserve. Tax Preparation & Planning: Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. IRS Representation: An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
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