Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

I know from several years of using Patti’s skills as an accountant and advisor that she is tops in her field. I cannot tell you how many times she has saved us tens of thousands of dollars on our taxes and kept us from making mistakes that would have hurt our bottom line. In short, she is the best!

 

Over the past 15 years, Patti and I have worked together on projects for mutual clients in business and estate planning matters. She has always been well informed, up to date on the current tax rules, organized and clear thinking, and eager to help her clients negotiate the world of the IRS. I recommend her wholeheartedly!.

 have known Patti for several years. She provides professional accounting and tax services to both me and one of my companies. I recommend her without reservation.

 

I would like to personally say: ‘thank you for your assistance.’ Gale, you have been an amazing partner to team up with and make sense of our accounting process. The Food & Beverage industry is such a complex business to operate in so many ways. I truly feel that since we have teamed up with your group, that our information is secure and in the right hands. Again, thank you and your staff for making this transition a smooth and positive one.

 

Gale is an impressive tax accountant and one I highly recommend.  She is professional, organized, and very efficient.  She navigated me swiftly through a variety of difficult issues; she explained each piece, made smart out of the box recommendations and ultimately saved me both  money and stress.

Patti has been my accountant for years. She always meets deadlines, even though I usually come in with my stuff at the last possible moment. She is very forthcoming with sage advice and counsel, delivered in the calmest and most pleasant tones possible. Now that I am starting my own business, I have a whole raft of new concerns and questions, and I couldn’t be happier than to have Patti on my team.

We have been fortunate to have been introduced to the services of ONeill & Bergado many years ago, and greatly appreciate the relationship and confidence that have developed.   One less worry for us… knowing that we have a great team in them!!
Also, very friendly folks, that means quite a lot!!

Patti – you and the team of ONeill & Bergado rocks!  Since we’ve known you I’m just so happy and relaxed.  No matter what question I have you are here for us!  We are in BEST hands!  Many, many thanks.

Patti, you are a godsend.. thank you.

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...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

See How We Can Help