Serving the san francisco bay area + beyond since 1976
Serving the san francisco bay area + beyond since 1976
TAX SERVICES
Tax Solutions Built Around Your Life + Your Business
Taxes become more complicated as your financial life or business grows. A new investment, business decision, property transaction, stock award, trust, or move across state lines can create tax consequences you may not see coming.
You shouldn’t have to spend your time keeping up with changing tax rules or find out after the fact that a different decision could have produced a better result.
B+Co helps you stay compliant while looking ahead. We help you understand the tax implications of important decisions, identify planning opportunities, and address potential issues before they become expensive problems
50
years
EST. 1976
Tax Planning + Compliance
Tax decisions made today can affect what you owe tomorrow. We help high net worth individuals and businesses plan throughout the year, stay compliant, and identify opportunities before important deadlines or decisions pass.
Estates + Trusts
We help families, trustees, executors, and beneficiaries navigate estate and trust tax planning and reporting while coordinating with your attorneys and wealth advisors.
Stock + Equity Compensation
Equity compensation can build significant wealth—but exercising, vesting, holding, or selling can create complex tax consequences. We help you understand and plan for the potential impact of ISOs, NSOs, RSUs, ESPPs, and liquidity events before you act.
State and Local Tax
Doing business, owning property, or earning income across state lines can create tax obligations you may not expect. We help businesses and individuals navigate nexus, multi-state income tax, sales and use tax, apportionment, and residency requirements.
Start With a Conversation
You don’t need to know which tax service you need before contacting us.
Tell us what’s changing in your life or business, what decisions you’re considering, or what tax concerns are on your mind. We’ll help you understand what deserves attention now and determine the right next steps.