"Being proactive and in constant communication with my clients is the key to providing the best tax and financial consulting service. Managing any business is really about managing the relationships. My commitment to my clients is based on the highest of professional standards. I strive to anticipate their needs and exceed their expectations. I always have their best interest in mind and work with them to help them achieve their goals."
Services offered include:
Tax Return Preparation - Includes preparation of corporation, partnership & LLC, individual, ficuciary, and other business tax returns.
Tax Audit Representation - Full service tax representation before the IRS or state taxing authorities. Includes responding to tax inquiries and other tax notices.
Strategic Tax Planning - A proactive approach to evaluating current operations and finances in order to structure an overall tax minimization plan.
Transaction Structuring - An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives.
Financial Consulting & Planning - Services include general business planning, retirement planning, education & goal funding, budgeting, estate plan consulting and more.
Large Company In-House Tax Assistance - This service is provided to large companies needing assistance with in-house efforts on various tax projects. Services may include assistance with acquisition tax due diligence work, research credit analysis, transfer pricing documentation, and other international or domestic tax matters.
To provide clients with access to a full range of financial services, Peter has established a referral network of top financial professionals. Clients can receive added financial expertise with:
* Investing * Loans * Insurance * Real Estate * Legal Advice * and more
(These financial professionals are not affiliated with Peter B. Diaz, CPA. Their services are available on a referral basis. See Resources for reputable service provides)
"Very professional tax services. Peter always gets my taxes prepared quickly and without error. This gives me real peace of mind knowing I have a tax man I can trust. The annual tax planning is the best investment with payback far exceeding the cost. I highly recommend Peter to all my friends and business associates."
"I am usually very nervous to get my taxes done, but Peter made the whole process simple and stress free. He also took the time to explain how and why things were done, so that I could make better decisions about my taxes for next year. Peter provides professional work and a stress free environment. I would recommend Peter Diaz for your tax consulting."
— Adam H.
"It is great dealing with Peter to do the income tax for my business. Most all of it can be done electronically and I never have to go to his office. This works well for me and my busy schedule. Many times he may be closed for the day and I can shoot him an email or fax, for him to review the next day. He is a true professional who helps make sure my business is successful."
— Michelle D.
"When I just had a single W2 to deal with I could handle my own taxes. Now with a full time income from a "normal" job, income from my side business, the new crackdown on internet income tax, a wife, and deductions from school loans I was in over my head. Mr. Diaz was a lifesaver. My neighbor reccomended him and I'm glad he did. The stress of tax returns has been lifted, and I no longer worry if an audit is just around the corner. I was even able to complete my return with a busy schedule since they used email and fax communication to speed up the process."
— Sean C.
"Peter Diaz goes beyong doing your taxes for you, he even lets you know the deduction updates you qualify for and his prices are very affordable. He is very professional and you feel so happy with his work that you refer other people to him so they can save money too."
"As a small business owner, it is great to work with people who have systems in place to save you time. I never have to go to there office, it is all done electronically. The service I get is wonderful and they have even saved me some money on taxes over what I had paid in the past."
"I met with Mr. Diaz yesterday for a consultation. I was going to prepare my own taxes and had a few questions I needed resolved. After Peter informed me of around $8000 in tax deductions I was not aware of and would have missed, I just turned everything over to Peter to prepare my taxes."
"Professional, thorough, pleasant, nothing hidden or extra."
—A Mountain View CA client
"I'm an independent contractor who travels a lot, so my taxes can get rather complicated. Peter organized all my tax information quickly and efficiently. The questions he asked told me he knew his stuff, and the IRS refund proved it.
"We have been working with Peter for two years now. He helps us not only on our family tax return, but my husband's business as well. We could not be happier with his service. We are very impressed with his domain knowledgeable, speedy service, attention to details, and amiable personality. We would recommend him to any of our friends without a hesitation."
"Peter is great...very knowledgeable and such friendly service, it is very apparent he is on my side and always works the extra mile to get the most for myself and my family."
"I have been a client of Peter's over a decade and I highly recommend him for any of your tax/accounting related, business management, and/or other financial needs.
My experience with him has been outstanding thus far. He is a topnotch professional from start to finish. I truly trust him, and highly recommend his services to both corporations and individuals.
I will without a doubt continue doing business with him in the future. He is always there for me; it is never too late in the day to give him a call and he always returns my call the same day. His services are fairly priced."
"Peter did my taxes again this year and got my tax bill down significantly by consulting me on additional deductions I overlooked. His services pay off each year. I'm happy to have Peter as my advisor and recommend him to all my friends."
"I was referred to Peter recently by a business associate who said Peter could save me money with some tax planning. I met with Peter who did a tax projection for me and presented several alternatives I was not aware of. I had prepared my own taxes on Turbo Tax for years. I followed Peter's recommendations and reduced my 2007 tax liability by several thousands of dollars. Thanks Peter. I've decided to give up on Turbo Tax and just turn everything over to Peter from now on."
"Peter has advised me on my taxes for years. He has many years of experience and really knows the tax laws. He always returns my calls quickly. His advice saves taxes. I would definitely recommend him."
"Peter is simply the best when it comes to tax services. His tax preparation service is the best and he gives great tax advice through out all year that saves me money."
"I highly recommend Mr. Diaz fortax preparation services and tax planning. He gets involved in my tax situation regularly throughout the year and as a result my taxes are kept low."
"Peter has helped me with my investment tax issues and tax preparation for four years. He is always available, whether by a phone or face-to-face meeting, and he is well prepared when we get together. He is extremely courteous, and it seems important to him that I clearly understand situations I may be involved with and options I have. This year he was especially helpful guiding me thru a 1031 exchange. "
"Peter did an outstanding job of taking a whole lot of data from my wife and me and preparing our tax return quickly and professionally. He asked great questions, sought ways to save us money on our taxes (legally) and made some suggestions. In short, I will not hesitate to recommend Peter to anyone who has need of tax services, including complicated returns."
"Peter Diaz has been the preparer of our taxes for several years. He is always prompt, professional and offers many helpful suggestions. His character is stellar and his personality is easy to work with. I appreciate his clear communication and conscientious work."
"Peter is a creative professional that makes tax season as painless as possible. Peter's ability to simplify this overly complicated / daunting process is first rate. His fluency of tax laws crossing multiple states is outstanding. Peter not only provides the timely and through tax services I need....he takes to time to explain the process, laws, and options. Peter is truly his client's advocate."
"I've had Peter work on various ad-hoc projects including CA State LLC filings, tax planning & personal tax reviews. He's definitely top notch!
I was mostly impressed with his up to date knowledge re: important State tax issues that directly impact my business. I would not hesitate in recommending Peter to anyone of my friends or business associates."
"Peter is a very talented accountant. He knows the tax code cold. He collects the mountain of financial data from our small business and turns it into substantial tax savings for us, recognizing opportunities for saving that would never occur to us. He is also very responsive, yet patiently persistent when it's time to prepare each year's return. He is just what you want in an accountant: honest, thorough, and skillful."
"Since 2003, Mr. Peter Diaz has been of great help to myself, my parents and their small business. He is one of the most reliable persons I know. His work is always on time and his replies prompt. Having him as our CPA has given me a sense of security, both in our business and personally. Mr. Diaz has been there to assist us whenever we had a question, regardless of how small the question may seem. Thank you Peter for all of your great work and all your help. "
"Peter is exactly what you expect in a C.P.A. He has incredible attention to detail and helps me keep order in my financial world. I have many moving parts in my business and Peter always knows exactly where each part should be. With his help I am able to concentrate on keeping my clients happy, not just managing my books. I highly recommend Peter."
Authorized IRS E*File Provider
E*Filing is available - Peter B. Diaz, CPA is an authorized IRS E*File provider. Electronic filing speeds up your refunds and may prevent IRS human error. Ask about security associated with E*Filing your tax returns. "I believe it may be more secure than mailing your returns through the U.S. mail." Join the millions who E*File.
Tax Services Include: income tax preparation by licensed CPA tax preparer, federal & state business and personal income taxes, tax advice, tax consulting & tax planning services, tax help, amended tax return preparation, and IRS audit representation by experienced tax accountant.
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