Main Street Tax Advisory of Northern California, LLC is a comprehensive tax and financial advisory firm specializing in proactive tax planning, preparation, and strategic consulting for individuals and small businesses. They stand out by focusing on common taxpayer concerns—such as overpayment, lack of guidance, and late filings—and offering personalized, forward-looking strategies rather than just retrospective compliance.
The firm takes a client-centered approach, emphasizing pre-filing tax planning to help clients optimize their financial outcomes and avoid overpayments. They particularly cater to taxpayers aged 55 and older, small business owners, and individuals with complex income sources like investments and K-1 statements. Their goal is to provide clarity, actionable advice, and a structured process to help clients prepare for retirement and improve annual tax results.
Services Offered
- Tax Attorney Services
- Business Management Consulting
- Certified Public Accounting
- Estate Planning
- Tax Preparation
- Tax Consulting
- Retirement Planning
- Tax Planning
- Small Business Advisory
- Charitable Donation Strategy
- IRA Distribution Planning
- Free Tax Review
Serving clients throughout Northern California, the firm offers free tax reviews and emphasizes a guarantee of quality service, ensuring that clients receive attentive, timely, and strategic support tailored to their specific financial situations.
