Business leaders require tax and accounting guidance they can trust—and that’s what they’ll find at Sequoia Ridge CPAs, which has been providing direction to companies large and small across the Bay Area for over four decades.
Whether you’re starting a new business or have owned a mature, financially sound organization for years, our team can provide federal and state tax preparation and compliance services for partnerships, corporations, LLCs, nonprofits, and more.
And that’s just the tip of the iceberg. Learn about the numerous services we provide to small- and midsized businesses, including accounting, tax planning, fractional CFO, and more.
Tax Preparation
We meticulously handle all business filings to ensure full compliance and timely submissions to applicable taxing authorities.
Tax Planning
Go beyond tax compliance by implementing strategies that legally reduce your tax liability throughout the year, enhancing future profitability and unlocking additional growth potential.
Tax Advisory
We offer year-round, strategic tax guidance to manage your business’s finances, making every decision with the goal of optimizing your tax position and protecting the business you’ve built.
Accounting / Bookkeeping
We maintain accurate, organized, and timely records so you have reliable financial data. Use this information to monitor performance, make informed decisions, and solicit outside capital from financing partners.
Financial Statement Preparation
We deliver professional, compliant financial statements that provide the clear, detailed insights required for investors, lenders, and internal review.
Payroll
Ensure your team is paid accurately and on time while we handle all associated tax filings, freeing you from the complexity of payroll administration.
Accounts Payable / Accounts Receivable (AP/AR)
We streamline your cash flow by efficiently managing invoices, bill payments, and collections, ensuring you pay on time and get paid faster.
Entity Selection / New-Business Formation
We advise you on the optimal legal structure (LLC, S-Corp, etc.) for your business to protect assets and maximize tax efficiency from day one.
Fractional CFO Advisory
Access high-level, strategic financial leadership without the cost of a full-time executive to help drive profitability and sustainable growth.
Cash Management Services
We implement systems to optimize your working capital, manage banking relationships, and ensure you have the liquidity required for operations and continued investment.
Financial Planning & Analysis
Gain a deeper understanding of your performance through forecasting, variance analysis, and data modeling to predict outcomes and guide strategic choices.
Transaction Strategy
Whether you are acquiring or selling an asset, or even the business itself, we develop a comprehensive, tax-advantaged strategy to structure the deal and maximize its financial success.
Sales & Use Tax
We manage the complex sales and use tax compliance process across various jurisdictions to ensure timely and accurate remittance.
Succession Planning
We create a clear roadmap for transferring leadership and ownership, ensuring the long-term continuity and financial health of your business—all while minimizing any tax disruption this may cause.
Budgeting
Develop detailed, realistic financial budgets that serve as a critical tool for controlling costs and measuring performance against key business objectives.
Business Consulting
Get expert advice on implementing operational efficiencies, managing risk, and identifying untapped profit opportunities across your entire business.
IRS Notice Representation
Should you receive an IRS inquiry or notice, we assist with correspondence and representation to resolve issues and minimize disruption to your business.
Our Pricing Packages
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Business Bronze
For businesses that need expert tax prep & basic accounting support
From $1,500/mo
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Business Gold
For businesses that need full-service accounting and back-office.
From $3,950/mo
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Business CFO
For larger businesses. CFO support to accelerate growth.
From $5,500/mo
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Personal Tax Preparation & Tax Monitoring
We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free.
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Business Tax Preparation & Tax Monitoring
We take care of your federal and state returns + keep you aligned with IRS & legal regulations to minimize risk and make tax filings stress free.
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IRS/State Notice Support
We interpret and handle any IRS or State Notices you receive so you never have to worry about dealing with tax agencies.
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Secure eVault
Secure online portal so you can store and access your critical documents anywhere in the world.
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Team Support
Year-round access to our support team for basic questions and assistance.
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Elite Tax Savings
Our team tracks and analyzes each component of your financial world to create a custom tax savings plan that ensure you pay the least amount of tax legally possible.
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Priority Advisor Support
Priority access to our Senior advisor team for meetings, questions, or support. Exclusive text hotline for urgent needs and escalated response times.
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Strategic Money Coaching
Networth Analysis, Budget Analysis, Financial Threats Analysis. We provide a second look and unbiased option for all aspects of your wealth plan to ensure your interests are being protected.
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Premium Accounting Management
We handle all your accounting, payroll, on-going compliance filings, and reporting so you can see a real-time snapshot of how your money is flowing through your financial world.
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Legacy & Family Office Planning
We ensure you have the needed Wills, Trusts, Estate documents, Health Care Directives, and end-to-end alignment with all areas of your wealth to protect your legacy and the people closest to you.
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CFO Management
We setup your personal and/or business interest to protect your assets, maximize tax strategy & compound your earnings, and guard your privacy.
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Capital Deployment Analysis & Structuring
We review, optimize, and document recommendations for all the tax, cashflow and risk aspects of financial opportunities.
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Business Growth Strategy
Profit Planning & Business Success Strategies. We’ll show you how to leverage your current earnings to continue building your income & asset streams for the future.
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