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Berkeley Tax Preparation Services

Serving Berkeley — A City of Academics, Professionals, Creatives & Multi-Income Earners

Berkeley’s economy is one of the most diverse in California. Residents include UC Berkeley faculty and staff, graduate students, researchers, medical professionals, tech workers, educators, artists, consultants, real estate investors, and small business owners. This diversity creates complex tax situations involving W-2 income, fellowships, grants, 1099 consulting, rental properties, stock compensation, investment activity, and multi-state remote work.
Our Berkeley tax preparation team provides accurate, compliant, and strategically optimized tax filings tailored to the city’s unique financial mix.

Why Berkeley Clients Choose Us

  • 40+ years of tax preparation experience
  • Experts in fellowships, academic stipends & grant taxation
  • Equity compensation specialists (RSUs, ESPPs, ISOs)
  • Multi-state filing for remote & hybrid workers
  • Rental property & depreciation planning
  • Small business, creative & consulting tax support
  • IRS notices, audits & back-tax correction
  • Flat-rate pricing — no hourly billing
  • Year-round support for complex income situations

Individual Tax Preparation in Berkeley

Berkeley taxpayers often manage unique income combinations that require strategic filing.

We help individuals with:

  • Federal & California income tax returns
  • Academic stipends, grants & fellowship tax planning
  • Remote-worker & multi-state W-2 allocation
  • W-2 + 1099 mixed-income returns
  • Rental property returns & depreciation schedules
  • Dividend, crypto & capital gains reporting
  • Equity compensation (RSUs, ESPPs, stock sales)
  • IRS letters, audits & compliance support
  • Estimated tax planning to avoid penalties
Your tax return is filed with accuracy and optimized for savings.

Business Tax Preparation in Berkeley

Berkeley’s business and entrepreneurial scene includes consultants, therapists, restaurants, artists, designers, real estate investors, contractors, and small service businesses. We support Berkeley business owners with:
  • S-Corp, C-Corp, LLC & Partnership tax returns
  • Bookkeeping cleanup & year-end organization
  • Payroll setup & contractor (1099) compliance
  • Depreciation & equipment write-off strategies
  • Multi-entity filing for complex owners
  • Quarterly tax projections & cash-flow planning
  • Support for creative & professional service firms
Whether you’re a consultant, investor, or small business owner, you get clean, strategic, audit-ready tax preparation.

What Sets Our Berkeley Tax Team Apart

Berkeley taxpayers require a nuanced tax approach. We understand:

  • University-related income (grants, stipends, fellowships)
  • Start-up equity from adjacent tech hubs
  • Remote/hybrid multi-state work
  • Rental properties across Alameda County
  • High-cost-of-living deduction strategy
  • Creative/contractor income patterns
  • Multi-income households
  • Side businesses and consulting activity

We turn complexity into clarity — and tax efficiency.

Areas We Serve in and Around Berkeley

We support clients across Berkeley and surrounding cities:
  • Berkeley
  • North Berkeley
  • Elmwood
  • Claremont
  • West Berkeley
  • Downtown Berkeley
  • Gourmet Ghetto
  • South Berkeley
  • Albany
  • Kensington
  • Emeryville

What Berkeley Clients Say

“They handled my fellowship income, consulting income, and stock sales flawlessly. Finally, a team that understands Berkeley taxes.” 
 — L. Foster, Elmwood

“My rental, freelance income, and UC Berkeley paycheck were a mess. They organized everything and found me real savings.”
 — C. Zhang, North Berkeley

Real Client Case Study — Berkeley, CA

Client: A. Morales — UC Researcher + Consulting + Rental Property
Income Mix: W-2 university income + academic stipend + 1099 consulting + rental
Problem: Misclassified stipend income, incorrect rental depreciation, disorganized 1099 deductions
What We Did:

  • Fixed stipend/taxable grant classification
  • Rebuilt rental depreciation schedule
  • Organized consulting deductions by category

Built estimated tax plan
Result:
 $9,750 in first-year tax savings.

Saved $9,750 Through Proper Stipend Classification & Rental Depreciation Fixes

Academic-related income, when misclassified, causes major overpayment. Rental depreciation is another common area where Berkeley taxpayers lose money. By correcting both issues, this client saved $9,750 — with additional savings projected annually.
Accuracy = immediate financial benefit.

Flat-Rate Tax Preparation — Clear, Predictable & Transparent

Berkeley residents value fairness and clarity. Our pricing is flat-rate, based solely on complexity — never hourly billing.
No surprise invoices.
No vague retainers..
No vague retainers.
Most clients save more in taxes than they spend on preparation.

CPAs and Tax Preparers in Berkeley, CA Focused on Strategy

We offer a free 30-minute tax strategy consultation with a licensed Berkeley tax professional.

We’ll review your income, deductions, rental properties, and opportunities to uncover immediate tax-saving strategies.

Book Your Free Consultation