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Founded in 1947, Abacus serves over 1,000 San Francisco Bay Area clients
today. We have two locations, Berkeley, CA and Alamo, CA. A large portion
of our practice is dedicated to U.S. citizens living abroad and expatriates
who have unique tax and investment needs. We also offer investment consulting
services to high net-worth clients and retirement plan sponsors through
Abacus Financial Group.
Tax Services
- Tax Planning
- Tax Preparation
- Tax Collection and Litigation
- Audit Representation
- International Tax Services
Small Business Services
- Cash Management Services
- Bookkeeping Services
- Business Entity Formation
Financial Planning
- Personal Financial Planning
- Trust Administration
- Investment Advisory Services
- Capital Gain Transactions
- Retirement Plan Sponsors
- Setting up a Foundation
Retirement Planning
- Estate and Gift Planning
- Trust Planning
Services for Expatriates
- Expatriation and Expatriate Services
- Income tax returns, estate tax returns,
gift tax returns and estimated taxes
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Saving for retirement, your children's
education, that future dream vacation, or just for a rainy day?
There are many incentive programs: low-income
savings incentives, "catch-up" contributions to your pension
fund, tax credits, and more.
Saving Incentives |
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