Licensed & Independent, Carol Duarte has over 25 years experience providing customized solutions for your Accounting & Tax needs. With Big 4 Accounting Firm credentials serving Fortune 500 companies in the San Francisco Bay Area prior to launching her own firm in 1999 in Sacramento, Ca. Clients include Government, Non Profits, Retail, Manufacturing, Construction, and Hospitality industries. Utilizing a top down approach to your mission, goals, and life stage, she plans and implements current financial tax strategies, uniquely developed for each client, that minimize and/or eliminate tax on appreciated business assets & passive income from qualified investment plans. She now resides in Roseville, Ca. and currently serves the Northern California region.
"Simple solutions to life's biggest events, paying the lowest tax possible along the way".
We also offer back office "Cloud Based Business Solutions" producing reliable, relevant, financial information for your small to mid-sized business for reporting and planning purposes using industry best practices, and your unique practices, under the guidance of a CPA for periodic reporting you can count on.
Member of the Roseville Chamber of Commerce & the American Institute of CPA's.
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