Trusted Partners
Introductions for the work that sits outside our scope.
Beyond tax and accounting: other independent professionals, when you need them
At Tax and Accounting by the Bay, our primary focus is providing professional accounting, tax, and advisory services. From time to time, clients request assistance with matters that extend beyond the scope of our services.
To help meet these needs, we maintain relationships with experienced and trusted independent professionals who may provide services such as:
- Payroll solutions and administration
- Financial planning and wealth management
- Estate planning and related legal services
- IT security and IT management
If you would like an introduction to one of our trusted professional partners, please contact us. For our own services, start with Doug or book a free consultation.
We receive no referral fee.
- Tax and Accounting by the Bay does not provide legal services, estate planning services, investment advisory services, securities products, insurance products, or other services that require separate professional licensure unless specifically stated otherwise in a written engagement agreement.
- Any engagement for payroll, financial planning, wealth management, estate planning, or legal services is entered into directly between the client and the independent service provider. Fees, responsibilities, and professional advice related to those services are solely the responsibility of the third-party provider.
- Tax and Accounting by the Bay is not reimbursed for any referrals provided.