Tax Preparation Services For Businesses And Individuals Year-Round
At K.A.D Alliance, we offer business and personal tax preparation services designed for individuals, small businesses, franchises, and growing companies. Our proactive approach goes beyond deadlines, helping you reduce liabilities and seize opportunities throughout the year.
Been working with KAD for 2 years and the service has consistently been excellent. The team is highly skilled, responsive and efficient in handling everything from book keeping, tax preparation to financial advice. Merav Frenkel Love working with k.a.d. Great staff, highly recommend. Karen Nelson I've used KAD Alliance for over 15 years with outstanding results! Business, personal & trust tax returns, all completed and filed as needed. Very Happy & sleeping well at night, knowing taxes are all filed! ken traverso I have been a client of K.A.D Alliance for both my company's tax returns, bookkeeping and personal taxes for the last few years. Their services consistently exceed my expectations, very fast communication and execution. The team at K.A.D is highly knowledgeable and incredibly thorough in handling all aspects of tax accounting and business bookkeeping. They not only ensure that all my tax obligations are met accurately and on time but also provide valuable insights and guidance to optimize my financial situation. Their professionalism and attention to detail give me peace of mind, knowing that my tax matters are in capable hands. I highly recommend K.A.D to anyone seeking expert tax accounting services, and I will certainly continue to rely on them as my tax experts. Their commitment to excellence and personalized approach make them a trusted partner for both businesses and individuals. Ronen Cojocaru
What Our Personal & Business Tax Preparation Services Include
Our tax preparation services are designed to simplify your financial obligations while maximizing your savings. Here’s how we can help:
We prepare and review accurate tax returns for businesses, ensuring compliance with the latest laws and regulations.
File taxes quickly and securely with our electronic tax filing services, getting your refund faster.
We identify deductions and strategies to help limit your tax liability and save money.
Our team specializes in preparing and filing complex tax returns, including:
- Form 1120: U.S. Corporation Income Tax Return
- Form 1120S: U.S. Income Tax Return for an S Corporation
- Form 1065: U.S. Return of Partnership Income, including LLCs
- Form 1041: U.S. Income Tax Return for Estates and Trusts
- Form 990: Return for Nonprofits or Exempt Organizations
- Form 709: U.S. Gift Tax Return
No matter the complexity, we ensure accurate and compliant filings to meet your business’s needs.
We prepare personal income tax returns, including Schedule C (Form 1040), alongside your business taxes for a seamless and comprehensive approach. This ensures all aspects of your finances are aligned and optimized.
Effective tax planning helps both businesses and individuals make strategic financial decisions. We analyze your income, expenses, and business structure to develop personalized strategies that minimize tax liabilities and maximize savings. Our proactive approach ensures you stay ahead of tax obligations while optimizing financial opportunities for long-term success.

Small Business Tax Preparation Is Our Specialty
We work closely with small businesses to provide small business tax preparation services that ensure financial clarity and peace of mind. From bookkeeping to filing, we create easy-to-follow systems that keep your financials on track.
Who We Are
K.A.D Alliance is your trusted partner for business tax preparation services, offering tailored solutions to small businesses, franchises, and growing enterprises since 1979. Guided by our values—Knowledgeable, Accessible, and Dependable—we provide proactive tax planning and preparation to help reduce liabilities and maximize opportunities.
Whether in-person or through our virtual tax preparation service, we deliver transparent, accurate, and compliant solutions to keep your finances on track.


What Sets Us Apart
We’re more than just tax preparers—we’re your year-round financial partners. Here’s what makes us different:
We work with you throughout the year to implement strategies that reduce your tax burden.
Stay ahead of tax law changes with guidance from experienced professionals who understand today’s complex regulations.
We stay connected, providing regular updates and answering your questions promptly, so you’re always informed.
Whether you prefer in-person support or virtual bookkeeping, we’re equipped to meet your needs.
Let’s Simplify Your Business Finances
Ready to simplify your accounting and bookkeeping? Contact K.A.D. Alliance today for expert support you can trust.

Specialized Tax Preparation Services For Your Industry
We provide business tax preparation services tailored to the unique needs of various industries. Additionally, we offer personal tax preparation services to ensure that all aspects of your financial life are aligned. Our expertise ensures that your tax strategies address both business and personal challenges seamlessly:

Medical Practices
Ensure compliance while identifying tax-saving opportunities for your practice, so you can focus on patient care.

Restaurants & Franchises
Simplify multi-location tax preparation with strategies tailored to manage complex deductions and reporting requirements.

IT & Software Firms
Navigate the intricacies of tax codes for technology businesses, from R&D credits to multi-state compliance.

Real Estate
Optimize deductions and manage property-related taxes to support profitable investments and operations.

Startups & Growth-Stage Businesses
Whatever your industry, our specialized bookkeeping services adapt to your business needs, ensuring accuracy and efficiency.

Personal Income Taxes
We handle personal tax preparation, including Schedule C, ensuring a cohesive strategy that aligns your personal and business tax obligations.

And More
Whatever your industry or personal tax needs, our services are customized to provide year-round accuracy, compliance, and savings.
Our Tax Preparation Services Process

Free Discovery Call
Share your goals and challenges so we can understand your needs.

Proposal
Receive a customized plan with clear pricing and timelines.

Onboarding
A seamless setup process, including QuickBooks and Egnyte access.

Ongoing Support
Regular financial reports and expert guidance to keep you on track.
Ready To Get Started With Our Tax Preparation Services?
Submit the form and let us know how we can help you.

Cloud-Based Tax Preparation Services
At K.A.D Alliance, we use advanced cloud-based tools to provide seamless and efficient tax preparation services. Platforms like QuickBooks Online, Egnyte, and Bill.com, ensure secure, real-time access to your financial data. These tools allow us to streamline your tax preparation, ensure compliance, and provide accurate, timely support tailored to your business needs.
Beyond Tax Preparation Services
At K.A.D Alliance, we offer more than just personal and business tax preparation services. Explore our additional offerings:

Financial Audit Services
Nationwide Personal And Business Tax Preparation Services
At K.A.D Alliance, we provide expert business tax preparation services to businesses in the San Francisco Bay Area and across the United States. With flexible solutions and a team of experienced professionals, we deliver accurate tax filings, proactive planning, and customized support to help you minimize liabilities and meet your financial goals.
Located In:
San Ramon, CA 94583
From small local businesses to companies nationwide, our tailored tax preparation services are designed to simplify compliance, reduce tax burdens, and position your business for financial success.
- +1 925-828-6963
- [email protected]

Specialized Tax Preparation Services For Your Business And Personal Needs
FAQ's
Still have some questions? Let us know how we can help you.
Business tax preparation involves filing accurate and compliant returns, minimizing tax liabilities, and implementing strategies to save money throughout the year.
Yes, we provide secure virtual tax preparation services, allowing businesses nationwide to access expert support.
Absolutely. We prepare and file complex returns such as 1120, 1120S, and 1065 for businesses of all sizes.
Yes, we offer combined services, preparing Schedule C and personal income tax returns to ensure a cohesive financial approach.
Our team ensures your business meets all regulatory requirements, providing accurate filings and support for audits or inquiries from tax authorities.
We serve various industries, including medical, real estate, IT, restaurants, and franchises, tailoring our services to meet specific tax needs.
We provide year-round tax consulting to help you plan deductions, adjust withholdings, and implement strategies that minimize liabilities.
Yes, our outsource tax preparation services provide businesses with expert support, saving you time and ensuring accuracy.
Simply contact us to schedule a free consultation. We’ll assess your needs and guide you through the process.
Our pricing depends on the complexity of your returns and the level of service required. Contact us for a personalized quote.
Blogs

Tax Season Tips For Small Businesses: Simple Steps To Stay Ahead
Tax season can feel overwhelming, but with the right preparation, it doesn’t have to be stressful. Whether you’re filing early or looking for last-minute tax credits, following a structured approach will help you stay compliant and save money.
This guide covers essential tax season tips, including how to organize financial records, maximize deductions, and avoid common filing mistakes.

Small Business Tax Tips: Proactive Bookkeeping Strategies For Better Planning
Why Proactive Bookkeeping Is Essential Proactive bookkeeping isn’t just about keeping your records in order—it’s about setting the foundation for smarter financial decisions. By staying on top of your books

Mastering the Art of Accounting: A Comprehensive Guide to Bookkeeping and CFO Services
Who Are We? K.A.D Alliance is a well-established accounting firm that has been serving clients since 1979. Our team of highly skilled professionals is devoted to providing excellent financial services