From Northgate to The Creek — tax, bookkeeping, and advisory for Walnut Creek businesses with fixed fees and no surprise invoices.
Tax, books, payroll, and planning under one roof — so you stop stitching together a preparer, a bookkeeper, and a spreadsheet.
Federal and state returns for individuals and entities — reviewed and signed by a licensed CPA.
Monthly reconciliation and clean financials in QuickBooks or Xero.
LLC, S-Corp, and C-Corp filings with multi-state, payroll, and K-1 handling.
Payroll runs, filings, and sales-tax registration kept current across states.
Quarterly projections that lower next year's bill, not just file last year's.
Management reporting, cash-flow forecasting, and growth planning.
Local activity we're seeing reflected in new-client work this year.
ClearPath CFO Advisory expanded its full-service accounting programs to Walnut Creek and nearby cities, driving demand by serving more small and mid-sized businesses needing compliance support.
pressadvantage.com ↗Optimus Associates, Inc. provides dedicated accounting and tax services in Walnut Creek, increasing local demand by supporting businesses with GAAP reporting and payroll reconciliation needs.
optimuscpa.com ↗Walnut Creek's FY25 budget update includes staff vacancies to balance costs, prompting local firms to seek accounting support for financial reporting and compliance amid fiscal restructuring.
mtc.ca.gov ↗Fixed fees, confirmed in writing before any work begins. No hourly surprises.
A simple return is a fixed fee; business work is a monthly package. Fixed-fee quote up front.
Full price list across every service — CPA, tax, bookkeeping, business returns, payroll, and add-ons.
A short intake — your income, entity, and what you need. We review and send a fixed-fee quote in writing.
Send documents through a secure portal. A licensed CPA prepares and checks every deduction.
We walk you through it, answer questions, and e-file once you're happy. Year-round support after.
Tell us your situation and we'll send a transparent, written quote — usually within one business day.
Get your fixed-fee quote