Find Out
What The IRS “Has”
On You

We’ll Cut Through the Red Tape to Get Your IRS File.

You would be surprised to see what information the IRS keeps on file about you. Of course, gaining access to that file and then interpreting that information is best left to a professional who understands the system. There is no need, after all, to raise any red flags through your requests.

We can get a copy of your IRS file and help you determine how that file might help you resolve any current tax problems.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

ONeill & Bergado’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your San Francisco Bay Area business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that...

Three Financial Statements San Francisco Bay Area SMBs Need To Get Right

If you’re a successful San Francisco Bay Area business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it...

Customer Relationship Management Software for San Francisco Bay Area Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

Time Management Software Choices for San Francisco Bay Area Businesses

Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...

What is the Best Payroll Software for Your San Francisco Bay Area Small Business?

Every San Francisco Bay Area business owner in today’s inflationary environment is looking for ways to economize and improve: overhead expenses, workload, staffing needs, office space, supply chains, etc. It all feels stretched. We’re *all* feeling it, even here in...

Small Business Accounting Software: A San Francisco Bay Area Owner’s Guide

For as long as trade has existed, so has accounting. Goods are sold, profit is made, expenses are accrued, and everything gets recorded (presumably, ha!). And it wasn’t THAT long ago that electronic spreadsheets were considered “a big advancement” in...

How ONeill & Bergado Handles Investors in Small Business

I can’t write without mentioning that somewhat awkward, somewhat shocking, somewhat moving star-studded Oscars event. There were some, well, memorable scripted (and *unscripted*) moments.One truly happy surprise was the best picture winner CODA (child of deaf adults)...

Pointers From ONeill & Bergado For Handling Business Debt

While we all helplessly watch the war in Ukraine, we are also seeing the toll it’s extracting on our economy… and small businesses. Oil prices are skyrocketing and supply chain disruptions are becoming regular fare.The shock of the last two years hasn’t really worn...

Business Budget Basics San Francisco Bay Area Owners Should Follow

Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, longer days, but it also means the possibility of disruption and stormy weather (especially in the south this week).And while we sure do love...

Business Bank Account Basics for San Francisco Bay Area Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your San Francisco Bay Area business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your...