Professional Tax Preparation
Pete Bornstein is a registered CTEC Tax Preparer for 2026-2027 with an IRS PTIN.
We provide profession tax preparation services for individuals and businesses in the San Francisco Bay Area. We ensure compliance with current regulations. We will optimize your tax preparation strategy and reduce your tax liabilities.
Most services are provided remotely via Teams meetings. All of your tax documents may be encrypted and uploaded to our secure portal.
If required, we will come to your home or business and go step-by-step through a Tax Organizer form tailored to your type of tax form to be filed.
Our fees are reasonable. We require a small deposit at the onset of our relationship and the remainder when you file you federal and state tax returns.
QuickBooks Support & Migration to QB Online
We will conduct an in-depth survey of your current IT configuration and installed business and accounting systems. We will then recommend the optimal QuickBooks version to support your unique management style and accounting operations. If you are currently using QuickBooks desktop, we may recommend migrating to QuickBooks Online.
When you partner with our firm, you can rest assured that our professional setup and support will position your business to receive the greatest benefits QuickBooks has to offer.
QuickBooks Online Advanced enables multiple users to work simultaneously with shared visibility into financial data, transactions, approvals, and reporting. Sales, operations, finance, and external accounting professionals can collaborate more efficiently using a centralized system that automatically updates in real time. This improves accuracy, shortens reporting cycles, and helps eliminate version-control issues commonly associated with desktop file sharing.
Financial & AI Insights Blog
Deep dives into tax regulations and emerging AI trends, sourced from Amazon KDP publications and industry-leading experts.
“BizPro Consulting has been a cornerstone of our financial strategy for over two decades. Their expertise in tax preparation and QuickBooks integration is unparalleled, providing the clarity and precision we need to navigate the Bay Area’s complex business landscape.”
Julian Vance, Founder & CEO of TechFlow Solutions