Jeffrey Anton Tax & Business Services

Your Trusted Tax Advisory Partner in the San Francisco Bay Area

The Office Of Jeffrey Anton, founded by experienced tax accountant and financial advisor Jeffrey Anton, is a leading tax preparation and financial planning firm serving clients throughout the Bay Area. We offer personalized and tailored services to individuals, businesses, and estates & trusts.

Who We Are

Our team consists of qualified and passionate professionals committed to financial clarity and security.

• Megan, a California Registered Tax Preparer, oversees our individual tax preparation services.
• Veronica handles all aspects of business tax planning and compliance.
• Jeff brings his expertise as a CPA to our financial planning and consulting services.

What We Do

We offer a comprehensive range of services to help you achieve your financial goals and navigate the complex tax landscape.

Individual Tax Services

• Individual tax return preparation and filing
• Tax planning and optimization
• Retirement planning and analysis
• Estate and inheritance planning
• Tax debt resolution

Business Tax Services

• Corporate tax return preparation and filing
• Business entity selection and formation advice
• Tax planning and mitigation strategies
• Payroll and sales tax compliance solutions

Financial Planning Services

• Retirement planning and investment analysis
• Estate planning and wealth management
• Risk management and insurance review
• Debt consolidation and repayment guidance

Our Philosophy

Our approach to taxes is proactive and personalized. We take the time to understand your unique situation, goals, and concerns to develop tailored strategies that maximize your financial benefits and minimize your tax burden. We believe in open communication and collaboration to empower you with the knowledge and confidence you need to make informed financial decisions.

What Sets Us Apart

• Client-focused approach: We prioritize open communication and personalized attention to ensure your needs are met.
• Expertise in complex tax legislation: We stay updated on the latest tax laws and regulations to ensure optimal outcomes for our clients.
• Transparent and honest communication: We offer clear and concise explanations of your tax situation and recommended strategies.