Comprehensive Accounting & Tax Solutions in San Leandro

At Joe T. Stevenson, Jr., CPA we offer a full suite of services designed to protect, grow, and streamline your finances. From individualized planning to business solutions and tax expertise, our team delivers clarity and confidence so you can focus on what matters most.

Personal Financial Planning is the cornerstone of long‑term wealth. Our experienced advisors analyze your income, expenses, risk tolerance and future goals to craft a customized roadmap that maximizes savings, optimizes investment allocations and ensures a secure retirement. By integrating tax‑efficient strategies, we reduce your tax burden while boosting your investment growth, giving you peace of mind for the future.

Estate Planning protects your legacy and safeguards your loved ones. We design wills, trusts, powers of attorney and beneficiary designations that minimize estate taxes, avoid probate and ensure your assets are distributed according to your wishes. Our proactive approach anticipates life events—marriage, children, or disability—so you can rest knowing that every scenario is covered.

Small Business Accounting is the engine of any profitable venture. We maintain accurate ledgers, manage accounts payable and receivable, and produce timely financial statements that provide insights into your cash flow and profitability. Our experts keep you compliant with state and federal reporting requirements, freeing you to concentrate on growth and innovation.

QuickBooks Setup and Training empowers your business with a powerful, user‑friendly accounting platform. We customize the software to match your industry’s unique processes, set up chart of accounts, automate recurring transactions and integrate bank feeds. Our hands‑on training ensures your team can confidently manage day‑to‑day entries, generate reports, and make data‑driven decisions in real time.

Tax Preparation is more than filing returns; it’s a strategic partnership that maximizes deductions and credits while ensuring compliance. Our CPAs stay ahead of changing tax codes, use advanced software to streamline data entry, and conduct thorough reviews to avoid errors. By proactively planning your tax strategy, we help you reduce liabilities and free capital for reinvestment or personal use.

Strategic Business Planning is the blueprint for sustainable growth. We evaluate your market position, financial health, and operational efficiency to develop actionable roadmaps that identify new opportunities, streamline processes, and manage risks. With regular performance reviews and KPI tracking, we keep your business trajectory aligned with your vision and maximize shareholder value.