Tax Planning & Compliance
Whether you’re filing taxes as an individual or as a business, no one wants to pay more than they have to. At SSF, we create holistic tax strategies tailored to meet the financial goals and individual circumstances of our clients. Our approach is aimed at maximizing wealth while eliminating the element of surprise. Whether you own a brewery, manage a venture capital fund, or you’re planning for your family’s future, we hand pick a team of tax experts fitting for you, your needs and your financial goals.
Why do I need a tax expert?
Tax circumstances and requirements vary from person to person and business to business. One client may be looking to expand their business while another may be looking to create an exit strategy — whatever your financial goals are, we are experts in developing personalized strategies to meet those goals and bring you peace of mind in the process. Relationships are at the core of our Firm, and our low turnover rate means that you will have the same familiar face by your side year after year.
Our Tax Services Include:
Individual Tax Services
- Tax Return Preparation
- Accounting for Income Taxes
- Tax Audit Representation
- IRS Appeals
- Estate Tax Planning
- Retirement Planning
- Residential Real Estate Transactions
Multi-state Tax Services
- Multi-state Income/Franchise Tax
- State Gross Receipt Tax
- Multi-state Sales/Use Tax
- City Gross Receipt Taxes
- State Credits and Incentives
- Employment Taxes
- International Tax Services
Business Tax Services
- Tax Return Preparation
- Accounting for Income Taxes
- Tax Audit Representation
- IRS Appeals
- Mergers and Acquisitions
- Spin-offs and Divestitures
- Commercial Real Estate Transactions
- Tax Due Diligence
- Employee Benefit Plan Filings
- 1099 Preparation
- Property Tax Preparation
- Fringe Benefit Calculations
International Tax Planning and Compliance
- Foreign Tax Credit Planning
- Global Tax Minimization
- Cross-Border Structuring
What Our Clients Are Saying…
Excellent service, accessibility, and overall quality of work.
We have a lot of cases here in the Alameda County Office of Public Administration and Public Guardian. On top of the normal clients Sensiba San Filippo represents, they maintain a high level of quality service for our clients. They are considerate with our many cases and always available by phone or email. They make a point to come out once a month and go over the cases, gathering any information that they might need. It has been a real joy to work with them. I have worked with several others in the past but have never had the same level of service that we have now.
Professional expertise. Strategic planning. Open communication. Strong partnership.
We decided to use Sensiba San Filippo because of their expertise and the partners involved.
We had had discussions with other firms, but Sensiba San Filippo seemed to understand our business the best. They also had a straightforward presentation; there was no slick sales pitch or false facades.
We have been extremely impressed with Sensiba San Filippo. They have helped us with auditing and tax return information as well as strategic planning and partnering. They have highlighted areas for improvement and review, and helped us with upcoming changes and laws.
They have a proactive, over-the-horizon approach that has helped us prepare for tomorrow.
Always helpful and attentive. Quick responses. Thorough. Great to work with.
Sensiba San Filippo was already established as Modutek’s accountants when I started working for Modutek in 1998. However, each year, Sensiba San Filippo is nominated and re-elected by our shareholders to handle the year-end financials and tax returns. I am always the first to elect them. The decision has always been unanimous.
We have worked with different people at Sensiba San Filippo over the years but the experience consistently has been great. The transition to working with someone new within the firm has always been seamless.
I do my best to prepare for them at the end of every year and I know they appreciate that. I feel no apprehension in contacting them about anything. They always handle the little, interim questions quickly, without nickel-and-diming me.
Sensiba San Filippo is a great resource.
Blog Insights from Our Tax Team
Preparing for an R&D Tax Credit Audit
The Research and Development tax credit is a great way for companies to reduce their tax liability and generate savings that can be reinvested in the businesses. Companies who claim the R&D tax credit [...]
Reporting Contingent Liabilities
Contingent liabilities reflect amounts that your business might owe if a specific “triggering” event happens in the future. Sometimes companies are unclear when they’re required to report a contingent liability on their financial statements [...]
Minimize Multistate Tax Surprises During a Transaction
As companies expand their operations and attract customers in additional states, they enjoy a host of new opportunities, but these opportunities can also create new challenges. One of the critical challenges that arises with [...]
Tax Practice Leadership
(408) 776-8900
(408) 286-7780
(408) 776-8900
(408) 776-8900
(650) 358-9000
(925) 271-8700
(408) 286-7780
(408) 286-7780
(925) 271-8700
(559) 437-0700
(408) 286-7780
(925) 271-8700
(650) 358-9000
(408) 776-8900
(925) 271-8700