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.

The New Congress and Your San Francisco Bay Area Business

This time of year means big things for San Francisco Bay Area businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday...

San Francisco Bay Area Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a San Francisco Bay Area business owner...

Changes to Your San Francisco Bay Area Business’s Social Security Payroll Taxes

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

Our (Early) End of Year Checklist for San Francisco Bay Area Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

When a Local San Francisco Bay Area Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any San...

Which Bills to Pay First in Your San Francisco Bay Area Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.San Francisco Bay Area retailers are buckling in for what looks to be a rough shopping season, given current economic...

Can San Francisco Bay Area Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for San Francisco Bay Area businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the...

How San Francisco Bay Area Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

How San Francisco Bay Area business owners can beat occupational stress

As a San Francisco Bay Area business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is...

Ending Customer Relationships for Growth in Your San Francisco Bay Area Business

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a San Francisco Bay Area store when a customer starts yelling at the employee behind the counter for...

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