Peridot Tax & Accounting Services
Peridot Tax & Accounting Services
Bay Area CPA for individuals & small businesses
About
Our mission is to provide incomparable service by maintaining the highest degree of integrity to serve and teach our clients, understanding their needs, goals and financial aspirations.
ServicesIndividual tax preparation
(1040 + all schedules)Tax planning & projections
(mid‑year/annual)Small business returns
(Schedule C, S‑Corp, C‑Corp, Partnerships)Multi‑state & equity comp
(RSUs/ISOs/NSOs, ESPP)IRS/FTB notices & audit supportBookkeeping cleanup & year‑end close
Why Clients Choose Peridot5‑Star Service. Consistently top‑rated for responsiveness, clarity, and patience.CPA Expertise. You get a licensed CPA who explains the why, not just the what.Planning‑First. I help you make tax‑smart decisions all year, not just in April.Tech‑Forward. Secure e‑signature, encrypted document portal, and streamlined workflows.
Results I’m known for:
• untangling multi‑year filings
• saving time & money with proactive planning
• making complicated situations feel simple
Who I Help📄
W‑2 professionals with stock compensation💼
Self‑employed/1099 consultants🏠
Real estate owners & short‑term rentals👨👩👧👦
Families with dependents, childcare/education credits🏢
New business owners needing a finance backstop
Nice Words from Clients🧼
“Made a messy situation simple and stress‑free.”🏃🏻
“Super responsive and explained everything clearly.”🤝
“Extremely professional, patient, and trustworthy.”⭐⭐⭐⭐⭐
(Full reviews available on Yelp & Nextdoor.)
Simple Process📞
Intro Call (15–20 min).
Share your situation & goals.💵
Scope & Quote.
Clear deliverables and flat‑fee proposal.✅
Onboarding.
Private portal + checklist to gather docs.📩
Review & File.
Walkthrough to ensure you understand every line.💭
Plan Ahead.
Actionable tax plan so next year is easier.I don’t do “surprise bills.”
You’ll always approve scope and pricing before we start.
FAQsDo you work remotely?
Yes—securely with clients across CA and beyond.Can you fix past‑year returns?
Absolutely. I routinely amend and clean up prior years.Do you advise on RSUs/ISOs/ESPP?
Yes—planning and filing.Do you help with notices?
Yes—IRS/FTB letters, CP2000, penalties, and relief options.How do you price?
Transparent flat fees after a short discovery call.
Contact
We would love to hear from you. Please reach out to us at the following below:
Peridot Tax & Accounting Services
San Leandro, CA 94578Hours: By appointment