Valley Bookkeeping & Tax Service : Rick Fatzer CPA Company Profile

Valley Bookkeeping & Tax Service in San Ramon CA is headed by Rick Fatzer CPA. This Contra Costa County firm provides services for every aspect of financial life. They are experienced in all matters of accounting and taxation, 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."