Tax Preparation & Planning Services

At A.K.E. Financial, our expert team provides accurate, compliant, and proactive tax preparation and planning services for businesses across Fremont, Newark, Union City, Dublin, and Pleasanton the East Bay Area. Whether you’re a small business owner, an independent contractor, or a growing family, we help you minimize your tax burden and maximize your peace of mind.

Two people sitting at a wooden table, working with laptops, notebooks, and pens, discussing notes and plans.

Comprehensive Tax Preparation Services

  • Business Tax Returns: Filing for sole proprietors, partnerships, LLCs, corporations, and S-corporations.
  • State and Local Tax Compliance: California state and city tax filings, including franchise and excise taxes.
  • Amended and Late Returns: Assistance correcting previous filings or catching up on missed returns.
  • Tax Notice Resolution: Guidance and representation for IRS or state tax notices.
A cluttered desk with various documents including a tax statement for 2019, an income tax form, a mileage log, and handwritten notes in a notebook, with a black pen resting on the tax statement.

Proactive Tax Planning for Long-Term Savings

Tax planning isn’t just about filing your return — it’s about shaping your financial future. We help clients develop forward-thinking strategies that align with their business goals, investment plans, and personal financial milestones. Through ongoing analysis and expert advice, we work to reduce your tax liability and position you for long-term success.

Our Tax Planning Strategies Include:

  • Income and expense optimization for small businesses
  • Entity selection and structure planning (LLC, S-Corp, etc.)
  • Retirement and investment tax efficiency strategies
  • Capital gains and loss harvesting
  • Year-end and quarterly tax projections
  • Tax-efficient estate and wealth planning coordination

Our proactive approach ensures that you’re not just reacting to tax season — you’re planning ahead, making informed decisions, and building sustainable financial health.

Businessperson using a tablet with graphs on a desk, surrounded by a notebook, pen, calculator, and coffee mug, in a well-lit office with a plant in the background.

Why Choose A.K.E. Financial for Tax Services?

  • Local Expertise: We understand California’s complex tax environment and how it impacts businesses in the East Bay.
  • Certified Professionals: Our team brings years of experience in tax preparation, accounting, and financial consulting.
  • Personalized Attention: Every return and plan is tailored to your specific financial situation — never one-size-fits-all.
  • All-in-One Financial Support: Combine your tax services with our accounting, bookkeeping, and financial planning for full clarity.

At A.K.E. Financial, we go beyond tax filing — we help you create a smarter, more tax-efficient financial future.

Get Started with Expert Tax Preparation & Planning

Ready to simplify your tax season and plan ahead with confidence? Contact A.K.E. Financial today to schedule a consultation. Whether you need one-time preparation or year-round planning, our Fremont-based team is here to help.

Schedule Your Consultation