At DB's Tax and Business Consultants we offer tax and business consulting for individuals, small businesses, corporations, and non-profit organizations throughout Northern California. With our mobile tax and business consulting services, we come to you.
Tax preparation for sole proprietors, small businesses, partnerships and corporations, full-service accounting, payroll, quarterly reporting, tax planning strategy, corporation formation (LLC, partnership, corporation), audit representation, grant writing and more.Organization setup, tax preparation, full-service accounting, board member training, audit representation, tax planning strategy, grant writing, and more.
Tax preparation for sole proprietors, small businesses, partnerships and corporations, full-service accounting, payroll, quarterly reporting, tax planning strategy, corporation formation (LLC, partnership, corporation), audit representation, grant writing and more.Organization setup, tax preparation, full-service accounting, board member training, audit representation, tax planning strategy, grant writing, and more.
Services
At DB's Tax and Business Consultants we take a look at everything - the big picture - to help you reach your financial goals while minimizing your tax liability legally. Are you using the IRS as a forced savings plan instead of taking control of your own money? We can help you find money to maximize the dollars you have available for a comfortable retirement or putting your children through college.
Business Plan Development - a roadmap for your business from inception to budgeting to accounting. Mobile Services - training and on-site consulting and accounting services - We come to you!. Just because you're in business you may be paying more tax than you need to. There are a variety of things we look at in your business including how it is set up to help you minimize your tax liability.
At DB's Tax and Business Consultants we love non-profits because they give back to the community - they find a need and fill it creating a better world for all of us. We can help you set up your non-profit the right way from the very beginning including complete setup, obtaining a 501(c)(c3) from the IRS, and assisting your board members through training to guarantee government compliance.
DB's Tax and Business Consultants can assist you in setting up a non-public special education schools. Non-public special education schools (NPSES) are private schools - somewhat like charter schools.
They deal with special education only where the child has some type of abnormal learning circumstance such as a child who lives in a group home who has suffered some type of emotional trauma that puts their learning ability at less than a normal everyday kid.The children learn the same curriculum as a public school, but it is taught in a different way.
They deal with special education only where the child has some type of abnormal learning circumstance such as a child who lives in a group home who has suffered some type of emotional trauma that puts their learning ability at less than a normal everyday kid.The children learn the same curriculum as a public school, but it is taught in a different way.
Reviews (10)
Sue Gorski
Jan 24, 2022
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Meg Henke
Oct 08, 2021
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Shari Kleczka
Aug 06, 2021
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I have been working with Lisa Pugel, staff and associates for almost 25 years and find them to be some of the most helpful, friendly, professional and accommodating people I could ever hope for. Taxes and personal finance can be a bit intimidating at times, but Lisa and staff have always worked to help me understand, simplify and make adjustments to my advantage. Thank you so much to all!
Shari Kleczka
Shari Kleczka
Rita Flores Wiskowski
May 01, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have been using DB Tax & Wealth for a few years. We appreciate the thorough and customized attention and advice we receive. We feel confident about our investment decisions and our retirement plans because of them. Tax preparation is easy and quick too.
We have been using DB Tax & Wealth for a few years. We appreciate the thorough and customized attention and advice we receive. We feel confident about our investment decisions and our retirement plans because of them. Tax preparation is easy and quick too.
William Kennedy
Apr 06, 2021
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Jewelrygal
Mar 17, 2021
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I have used DB Tax & Wealth for 12 years and absolutely LOVE them! They are professional, patient (I've had lots and lots of questions over the years...lol!) quick to respond, clear with their explanations, and offer a variety of services. I can't say enough wonderful things about Lisa, Mark and entire DB Tax & Wealth Team! It's a pleasure giving them my business year after year.
Dana Davis
Mar 15, 2021
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Rebekah Picard
Mar 06, 2021
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We have been a customer for over 20 years and have never been disappointed. Lisa has expanded this company from a small family-run office with a few employees to a thriving business with a growing staff offering more services without losing the personal touch. Very professional and efficient. We highly recommend DB Tax & Wealth to meet all of your tax and financial planning needs while being treated like part of the family.
Angela Sears
Feb 22, 2021
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Highly recommend DB Tax & Wealth! They’re true professionals and not too expensive considering the service they provide. From the instructional videos to the very responsive answers to questions, the experience is above and beyond any tax service I’ve encountered. It’s such a relief to know that my taxes were done by professionals and done right. Thank you DB Tax & Wealth. I will be coming back to you every year.
Debbie Kuras
Aug 08, 2020
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I've been working with DB Tax for over 10 years and they are simply amazing. They made starting up a business a breeze because they took the time to make sure we doing our accounting and tax filings correctly. We give us a peace of mind that we were and still compliant. They are always professional, knowledgeable and responsive. I highly recommend them for all of your accounting needs.
