Emmanuel A Santos, JD CPA

Emmanuel A. Santos JD CPA Incorporated is a certified public accounting firm dedicated to providing comprehensive financial services to individuals and businesses in the San Francisco Bay Area and beyond. Founded by President Emmanuel A. Santos, a California attorney, certified public accountant, personal financial specialist, IRS enrolled agent, and real estate broker, the company's goal is to help clients promote financial health and pursue financial independence. Our team of experts offers a wide range of services including accounting, real estate, financial planning, insurance, tax, and business development. We believe that planning is critical to achieving financial security, and we are committed to guiding our clients every step of the way.

Our Services

At Emmanuel A. Santos JD CPA Incorporated, we understand that every individual and business has unique financial needs. That's why we offer a variety of services designed to address different aspects of financial planning. From retirement planning to college planning, insurance services to realty services, and from tax services to accounting services, we have the expertise to help you achieve your financial goals. Whether you're looking to secure your retirement, protect your family, or grow your business, we have the knowledge and resources to make it happen.

Retirement Planning

Retirement planning is a crucial aspect of financial planning, especially in today's economic climate. We understand that people are living longer and enjoying healthier and more active retirement years, but the goal of a financially secure retirement is becoming increasingly difficult to achieve. Our retirement planning services are designed to help you prepare for this phase of life, ensuring that you have the financial security you need to enjoy your golden years.

Insurance Services

Insurance is a vital tool for protecting your financial security and the security of those who depend on you. We offer a range of insurance services to help you safeguard against potential catastrophes, including life insurance, health insurance, and property insurance. Our insurance experts will work with you to create a personalized insurance plan that meets your unique needs and goals.

College Planning

Helping your children obtain a college education is a significant financial goal for many families. We offer college planning services to assist you in saving for higher education expenses, navigating the complex financial aid process, and making informed decisions about your investment options.

Realty Services

Real estate ownership is a dream for many Americans, and we can help make this dream a reality. Whether you're buying, selling, upgrading, or exchanging properties, our realty services are designed to guide you through every step of the process, ensuring that your real estate goals are met efficiently and effectively.

Estate Planning

Estate planning is essential for ensuring that your assets are distributed according to your wishes after your passing. Our estate planning services include creating wills, setting up trusts, and managing probate to ensure that your estate is handled with care and respect.

Tax Services

Selecting the right tax professional can make a huge difference in maximizing your deductions and minimizing your taxes. Our tax services are designed to help you navigate the complex tax landscape, ensuring that you take advantage of all the tax savings available to you.

Accounting Services

As a business owner, managing your accounting tasks can be time-consuming and distracting. Our accounting services are designed to help you with bookkeeping tasks, ensuring that you can focus on growing your business rather than getting bogged down in paperwork.

Business Development

Planning is critical to successfully starting and building a business. Our business development services include guidance, tools, and resources necessary to write a winning business plan. We can also help you regularly review and update your plan to manage growth and ensure that your business remains on track.