Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

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PREPARING FOR THE FUTURE

Income Planning
College Planning
Elder Care Planning
Estate Planning

See How We Can Help

How a Continuous Audit Helps Your San Francisco Bay Area Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

ONeill & Bergado’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

Claiming the WOTC While Hiring in Your San Francisco Bay Area Business

Firstly, we are barrelling towards the March 15th deadline for corporate tax returns. Patti (408) 775-7790 Gale 408-775-7800Secondly, how is your staff situation these days?Hiring and keeping workers is still one of the greatest obstacles I find my San Francisco...

Deducting Travel Expenses for Your San Francisco Bay Area Business This Year

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

Anticipating First-Year Expenses When Opening a San Francisco Bay Area Business

It’s February and love is in the air. (So are taxes. And Super Bowls. And bad tax software commercials – but I’ll leave those for another day.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those...

ONeill & Bergado Wants to Know: Got a Business Exit Strategy?

The big day is almost here. No, not tax day.(Which is on April 18th this year — and you should be thinking about that now and start by grabbing a time on our calendar: Patti (408) 775-7790 Gale 408-775-7800I'm obviously talking about the Super Bowl. And...

Remote Work & Your San Francisco Bay Area Business Insurance Policy

Now that we’re through January (and all of the 1099’s and payroll-related information returns), we take a small breath … but then things start ramping up again for us here at ONeill & Bergado.So let this serve as an early notice that it would be a very good idea...

ONeill & Bergado’s 7 Keys to Lowering Shipping Costs

Seen on Twitter this past weekend:Seems pretty typical with the way the IRS has operated over the past few years. If you’ve had any trouble with them processing anything of yours … well, that’s one explanation (and there are plenty more where that came...

Hiring a Consultant for Your San Francisco Bay Area Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

Accepting Crypto Payments in Your San Francisco Bay Area Business

First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our San Francisco Bay Area clients went through the wringer … others had their best year yet.From a personal...