Coates Accountancy

Coates Accountancy Corporation is a trusted and reputable accounting firm located in Pleasant Hill, California, serving clients in the San Francisco Bay Area and beyond. Our team of experienced professionals, led by William A. Coates and Kenneth R. Callan, is dedicated to providing personalized financial services to individuals and businesses across a wide range of industries.

Our Mission

At Coates Accountancy Corporation, we are committed to helping our clients achieve financial success and reach their maximum potential. We take pride in our personalized approach, working closely with each client to understand their unique needs and goals. Our team of certified professionals, including Certified Public Accountants, Enrolled Agents, Financial Planners, Bookkeepers, and administrative staff, works together to provide comprehensive financial solutions.

Our Services

We offer a comprehensive range of services designed to meet the diverse needs of our individual and business clients. Our services include:

• Tax Planning and Preparation
• Estate and Trust Tax Preparation
• Accounting Services
• Payroll Services
• Sales Tax Services
• Financial Planning
• Cash Flow and Budgeting Analysis
• Reviews and Compilations
• Corporate/LLC Formation
• IRS Representation
• IRS Installment Agreements
• Mergers and Acquisitions
• Litigation Support
• Real and Personal Property Tax
• International Taxation
• Asset Protection
• Investment Review and Planning
• Retirement Plans and Planning
• Employee Benefit Plans
• Internet Commerce
• Foreclosures and Short Sales
• Bankruptcies

Our Expertise

With over 30 years of experience, our team has developed expertise in serving a variety of industries, including construction, dental services, insurance, fitness, flooring, golf, law practices, manufacturing, optical services, real estate, restaurants, retailing, and taverns. We have a deep understanding of the unique financial challenges and opportunities facing these industries, and we are well-equipped to provide personalized guidance and support.

Why Choose Coates Accountancy Corporation?

At Coates Accountancy Corporation, we are dedicated to providing exceptional service, personalized attention, and expert financial guidance. We take pride in our ability to help our clients achieve their financial goals, whether personal or business-related. We invite you to learn more about our services and how we can help you succeed.