Rasonsky Financial Services has been preparing tax returns in the Bay Area since 1965. We prepare individual income tax returns including California and all out-of-state returns. We also prepare Estate, Trust, LLC and Partnership tax returns. The key to our success is our concern for our clients. We want to make the tax return process as free from stress as possible.
We also work with our clients to avoid unnecessary audits. We use top of the line tax software. We endeavor to be at the cutting edge of new changes in tax law and procedures by continuous education and reviewing the most recent updates in tax research libraries. Our office is open year round to answer your tax questions or issues.
We also work with our clients to avoid unnecessary audits. We use top of the line tax software. We endeavor to be at the cutting edge of new changes in tax law and procedures by continuous education and reviewing the most recent updates in tax research libraries. Our office is open year round to answer your tax questions or issues.
Services
Rasonsky Financial Services was established in 1965 when my father, Joseph Rasonsky, who had taken early retirement from the IRS where he worked as a special agent, started his own tax practice in San Anselmo. Fifteen years later, in 1980, the business was handed down to me, David Rasonsky. I am an enrolled agent with the Internal Revenue Service and have over 30 years of tax preparation experience.
Our focus is on preparing tax returns for individuals, LLCs, partnerships, trusts, and estates. We also help small businesses with monthly accounting or with setting up a simple bookkeeping system. In recent years we have also been providing fiduciary services for our clients who need a trustee to administer their trust.
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