Ian D. Macdonald, CPA:
Ian graduated from Santa Clara University in 2012 with a B.S.C. in Accounting. He worked for five years in public accounting where he assisted numerous clients with a variety of tax and accounting matters. His experience includes handling simple individual tax returns, complex trust tax returns, and tax planning for large corporations. In 2017, he established his own firm.
By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. In addition to providing tax return preparation and tax planning, we represent our clients in resolving issues with the IRS, FTB, and EDD.
For our clients who do not have the need for a full-time accountant or bookkeeper, or just need additional support for their accounting team, we provide accounting, payroll, and bookkeeping support.
We guide our clients through the business formation process. We help our clients decide which entity type is most appropriate for their businesses as well as complete all business formation requirements on their behalf.