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Valley Bookkeeping & Tax Service : Rick Fatzer CPA
Send an email to this Company
(925) 820-1040
7 Crow Canyon Court, Suite 225
San Ramon, CA 94583
State CPA License #55598
   Prime Buyer's Report TOP 10 QuickBooks ProAdvisor AICPA (American Institute of Certified Public Accountants) Chamber of Commerce-Manteca Crime Stoppers USA CVAR (Central Valley Association of REALTORS)

Areas Served: San Ramon CA, Danville CA, Blackhawk CA, Diablo CA, Clayton CA, Walnut Creek CA, ...
Services: accounting, bookkeeping, accounting audits, full service accounting firm
Key Brands: QuickBooks

Valley Bookkeeping & Tax Service : Rick Fatzer CPA Company Profile

Valley Bookkeeping & Tax Service in San Ramon CA and Manteca CA is headed by Rick Fatzer CPA. This Contra Costa County and San Joaquin County firm provides services for every aspect of financial life including accounting and taxation, financial planning, payroll processing, estate planning and trusts, IRS problem resolution, business formation, real estate, and business sales.

CPA Rick Fatzer explains that his firm's reputation for providing quality service reflects high standards of service, responsiveness, and specialized staff that sets Valley Bookkeeping & Tax Service apart from average services. He says, "We see each client as an individual and tailor a program and service to their specific needs."

Rick Fatzer, CPA also holds a Series 6 license, allowing him to service clients with mutual funds, annuities, retirement plans, investments and securities. He's also a QuickBooks advisor who helps clients get the best results from their own QuickBooks accounting.

Valley Bookkeeping & Tax Service also provides year-round for bookkeeping and payroll services, which is great for clients because that year-round organization makes tax time more efficient and less costly. "Clients never have to wait until the year's end before seeing their numbers, so there are no surprises," says Rick. "Because we've been organizing their books all year, they don't need to bring in paperwork at tax season, and the data is already collected and organized." Valley Bookkeeping & Tax Service also has an office in Manteca CA that serves clients outside of the San Ramon area.

What are the rates like at Valley Bookkeeping & Tax Service? Rick Fatzer shares, "The chain tax services are usually more expensive than we are. But we save clients more than just on fees. Other tax preparers with less experience than us end up costing you hundreds of dollars more every month in taxes, so those companies cost you more money all year long."

In the words of one client of Rick Fatzer and Valley Bookkeeping & Tax named Jaime, "Rick Fatzer has been my CPA for three years and I'm really happy with his service. I own a company and a lot of my customers are new business owners and I refer them to Rick Fatzer for their bookkeeping and tax preparation. I have about 10 clients that are also bookkeepers and CPAs and I only use Rick. He's very professional and intelligent and I really respect that."

 


 

 

—Lauren Bongard Schwarz
Associate Editor
The Prime Buyer's Report