About Us

WHO WE ARE AND WHAT WE DO

Alpha B is a tax, bookkeeping, new business management, and payroll firm.  We have been serving the local bay area community for over 30 years.  We have well seasoned tax professionals and bookkeepers on staff; each gives every client individual attention and focus.

Our approach toward financial task services is a holistic one. By understanding the big picture view and the macro aspects of your financial position, you will be able to make more informed and sound decisions. We’ll show you how to assess your financial documents accurately and effectively.

We offer a wide range of tax, bookkeeping, and payroll services all in one place so you can eliminate the hassle of running from place to place amid an already hectic schedule – everything will be easy to access and highly integrated. We believe in customization for each of our clients as each has different needs and preferences.

Like our offerings, we also serve a wide range of clientele. We specialize in individual tax returns that involve real estate investments, capital gains and losses, and sole proprietorships. Our business clients range from partnerships to corporations in all different industries such as auto services, construction, design, online commerce, retail stores, medical services, and more.

OUR STRATEGY

At Alpha B, you will find a holistic solution to your financial task needs. We will design an all inclusive financial task package that is tailored to your schedule and specific needs and budget.

Financial task packages will take into consideration business type, comfort level with different data delivery methods, your schedule, and preferred level of involvement.

Integrating the organization of documents along with financial statements and tax data will eliminate a lot of headache when the time comes to file personal and business taxes.

Take a look at what we have to offer and contact us for a complimentary consultation today – we will help you put together a package that best suits you.

Contact Us

Certified Members of CTEC (California Tax Education Council), Officers of CSTC (California Society of Tax Consultants), and Enrolled Agent Accreditation