650-802-8668 [email protected]

Tax Services

We provide income tax services to individuals, corporations, estates, trusts, limited liability companies, and partnerships. In addition to the preparation of income tax returns we provide advanced planning to minimize future taxes and provide advice regarding in the various tax effects.

Accounting

Our accounting services help ensure that your financial statements meet the regulatory and business requirements under which they function.

Advisory

Our team is comprised of individuals who are uniquely positioned to provide the best service available which truly meets your needs in ways unsurpassed by any other firm.

Tax Services

“The first step to tax planning is the preparation of tax returns with an eye to minimize our clients tax burden.”

C. G. Uhlenberg is a full service provider of tax services

Read our paper Preparing Your Taxes – CPA vs DIY

Private Tax Services
Planning and Compliance
IRS Representation
Estates, Gifts & Trusts
Financial & Retirement Planning

Corporate Tax Services
Planning and Compliance
State & Local Taxes
FIN 48 Analyses
S-Corps, LLPs, LLCs

International Tax Services
Transfer Pricing
IRS Voluntary Disclosure Program
Non US Citizen Tax Compliance

In addition to the preparation of income tax returns, we provide advanced planning to minimize future taxes and provide advice regarding the various tax effects.

Accounting

“Our mission is to provide our clients with the most responsive, professional and cost effective accounting services.”

Our accounting services help ensure that your financial statements meet the regulatory and business requirements under which they function. We communicate with our clients about issues and information that impacts your organization and your industry. Our commitment is to provide timely and accurate financial information important to our clients so that key business decisions can be made in a rapidly changing business environment. Our accounting services include:

QuickBooks™ and Bookkeeping Supervisory Services
Many of our clients maintain their own accounting records, through QuickBooks™ or other software, and just need monthly or yearly reviews of their recordkeeping to feel comfortable that everything looks “right.” We can work with you to provide the high level accounting support you need so you can feel comfortable with your recordkeeping.

Preparation Services
Different from bookkeeping, these services are used by clients that need their accounting be reported using a financial statement format. This is not an audit, review or compilation. We would be happy to discuss with you if your requirements could be met with this type of engagement.

Fiduciary Accounting (Also known as court or trust/estate accounting)
As conservator or a trustee, whether a professional or a family member, part of the responsibility includes filing regular financial reports (called court accountings) either with the court for its review and monitoring of the case, or to the beneficiaries of the trust. This reporting process is quite complex and can be intimidating to a family member who is a conservator or trustee. Professional fiduciaries know just what to do and how to do it. C.G. Uhlenberg works with you and with your attorney to prepare these financial reports. We provide court accounting services for family or private conservators and trustees, and also for other professional fiduciaries, attorneys, and trustees.

Advisory

“Our team is comprised of individuals who are uniquely positioned to provide the best service available which truly meets your needs in ways unsurpassed by any other firm.”

C.G. Uhlenberg has been providing accounting services for over 80 years. Many of our specialists have direct management experience with our client base which allows us to understand the unique needs of our clients and enhances our ability to add value to our advisory services. In addition to general small business advising (read more at What can a CPA do for your small business?), we provide the following services:

Forensic Accounting
The purpose of forensic accounting is to analyze, interpret, summarize and present financial data for legal representation purposes. CPAs will collect, analyze, and evaluate evidential matter and to interpret and communicate findings in the courtroom, boardroom, or other legal or administrative venue.

Litigation Support
Finances are most often the center of any legal battle or business dispute; much is at stake. Having a strong case can help you avoid a lengthy judicial contest, reducing the expense of valuable time and litigation costs you’ll otherwise incur. Accurate and dependable analysis of your damages, financial and tax positions can be key to winning your case and/or knowing when to settle at what price.

C.G. Uhlenberg’s staff have experience working with small businesses and the types of financial processes that are best practices. We can provide valuable knowledge and case assessment tools to you and your attorney. We can assist in the economic damages for a variety of cases including, but not limited to: shareholder disputes, partnership dissolutions,  lost profits, business interruption, and fraud or embezzlement losses.