D R E T A X

[email protected] 17875 Lamson Rd., Castro Valley, CA 94546

415-735-0696
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About Us

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Creating Value Beyond Tax Filing Your Trusted Partner
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and Accounting Get Started Hello! We are Tax Team Expert Income
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OUR SERVICES

Full-Service tax and accounting solutions

Tax Planning

Tax Projections

Tax Filing

Bookkeeping

Business Formation

Payroll Setup

Fractional CFO

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From Tax Prep to Planning – We’ll Make It Work.

    Our Team

    We are a team of experienced tax professionals dedicated to helping individuals and businesses navigate the complex world of tax laws and regulations.

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    About Us
    Client Review

    How We Help Clients

    Maximized Tax Savings Through Holistic Planning & Analysis

    Nancy came to us seeking advice on optimizing his tax situation as he expanded his real estate portfolio. With our guidance, Nancy successfully qualified for Real Estate Professional Status, opening the door to powerful tax-saving strategies. Leveraging cost segregation and bonus depreciation, we were able to dramatically reduce his taxable income, significantly improving his cash flow. Now, we work closely with Nancy as a trusted partner, continuously identifying new opportunities to optimize his tax strategy. Whether it's exploring new business ventures or expanding his investments, we're ensuring that his financial future remains bright and tax-efficient.

    Nancy

    Real Estate Investors

    $45k

    Reduction in taxes owed

    Tax Refund Made Possible With Strategic Planning

    William, an entrepreneur launching his biotech startup. With our guidance, he successfully qualified for the R&D Tax Credit and leveraged bonus depreciation, significantly optimizing his tax situation and freeing up valuable resources for growth. Beyond tax credits, we helped William implement additional strategies to maximize his write-offs while streamlining his bookkeeping and accounting processes. By teaching him how to properly categorize expenses, we not only improved his tax outcomes but also provided him with clearer insights into his business performance.

    William

    Business Owners

    $250k

    Cash refunded by the IRS

    Reduced Taxable Income With Personalized Tax Strategies

    As Fann’s real estate portfolio expanded, their tax situation became increasingly complex, requiring a firm with specialized expertise in real estate taxation. That’s where we came in. By optimizing their tax strategy, we successfully reduced their tax liability by an impressive $130,000. Beyond this significant savings, we guided Fann through land easement strategies and special deductions for their oil field investments, unlocking additional tax benefits. Our expertise not only maximized their immediate tax savings but also provided them with a comprehensive strategy to manage their growing real estate portfolio effectively.

    Fann

    Business Owners, Real Estate Investors

    $130k

    Reduction in taxes owed

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