California Perfect Tax

California Perfect Tax is a certified public accounting practice in Portola Valley, California. It prepares returns and plans tax for individuals and sole proprietors, and advises new and established businesses on structure, controls and value.

Services

• Tax preparation and planning: completing and e-filing returns, checking deductions and credits, and adjusting payroll withholding; planning covers income splitting, timing of income and expenses, and tax-advantaged investments.
• Tax resolution: arranging instalment plans, short-term arrangements, currently-not-collectible status and offers in compromise for income, payroll and property tax owed.
• Bookkeeping for sole proprietors: tidying records, preparing Schedule C and setting up a simple system for keeping books current.
• Startup advisory: helping new firms get started, setting policies to protect assets, and auditing records.
• Business valuation: assessing customer base, growth prospects and financial health for sales, partnerships, financing, divorce or estate matters, with expert testimony if needed.

Clients

Individuals, sole proprietors, startups and existing small businesses.

Key facts

• Based in: Portola Valley, California
• Team: David A. Widerman, Mark R. Bewley and Makiko Goto-Widerman