Is it Just Another Job or
Is it a Way of Life?

The Independent Contractor and Health Insurance
Incorporating - the Advatages and Drawbacks


Explaining Benefits: 401K
Asset Allocation and Balancing the Risk
California Business Portal
Getting a Business License
QuickBooks Online
Law for Small Businesses
Planning Your Business
Don't most small businesses fail?
Stages of Business Development
Tax Planning for Self-Employed
Association of Bay Area Governments
Press Release - coming soon




Founded in 1947, Abacus serves over 1,000 San Francisco Bay Area clients today. We have two locations, Berkeley, CA and Alamo, CA. A large portion of our practice is dedicated to U.S. citizens living abroad and expatriates who have unique tax and investment needs. We also offer investment consulting services to high net-worth clients and retirement plan sponsors through Abacus Financial Group.

Tax Services
  • Tax Planning
  • Tax Preparation
  • Tax Collection and Litigation
  • Audit Representation
  • International Tax Services
Small Business Services
  • Cash Management Services
  • Bookkeeping Services
  • Business Entity Formation
Financial Planning
  • Personal Financial Planning
  • Trust Administration
  • Investment Advisory Services
  • Capital Gain Transactions
  • Retirement Plan Sponsors
  • Setting up a Foundation
Retirement Planning
  • Estate and Gift Planning
  • Trust Planning
Services for Expatriates
  • Expatriation and Expatriate Services
  • Income tax returns, estate tax returns
  • Gift tax returns and estimated taxes


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Saving for retirement, your children's education, that future dream vacation, or just for a rainy day?

There are many incentive programs: low-income savings incentives, "catch-up" contributions to your pension fund, tax credits, and more.

Saving Incentives
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