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Tax Consulting Tax Preparation & Financial Planning

General Info
Based in Redwood City California, Peter Diaz provides strategic tax consulting and related financial planning services to individuals and businesses of all sizes. Peter is a licensed Certified Public Accountant and has served as Corporate Tax Director for several global companies. "I've served 23 years in public accounting and private industry providing innovative strategic tax planning to large multinational corporations and their officers. I want to offer that same professional service to the general public and make it available at affordable prices." Services offered include: * Strategic Tax Planning * Transaction Structuring * Financial Planning * Tax Return Preparation * Tax Audit Representation * Large Company In-House Tax Assistance Through a network of hand picked financial professionals, Peter has created an exceptional group to assist his clients with a full range of financial services. "I don't sell financial products or receive commissions so my financial planning advice is unbiased and always geared towards my client's best interest. Building strong relationships and trust is the key to serving my clients." ASSOCIATION C.P.A. Certificate Awarded August 1987 American Institute of Certified Public Accountants California Society of CPAs Business Network International Redwood City Chamber of Commerce Palo Alto Chamber of Commerce
Hours

Regular Hours

Services/Products
"Being proactive and in constant communication with my clients is the key to providing the best service. Managing any business is really about managing the relationships. My commitment to my clients is based on the highest of professional standards. I strive to anticipate their needs and exceed their expectations. I always have their best interest in mind and work with them to help them achieve their goals." Services Offered Include: * Strategic Tax Planning - A proactive approach to evaluating current operations and finances in order to structure an overall tax minimization plan. * Transaction Structuring - An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives. * Financial Planning - Services include general business planning, retirement planning, education & goal funding, budgeting, estate plan consulting and more. * Tax Return Preparation - Includes preparation of corporation, partnership & LLC, individual, fiduci ary, and other business tax returns. * Tax Audit Representation - Full service tax representation before the IRS or state taxing authorities. Includes responding to tax inquiries and other tax notices. * Large Company In-House Tax Assistance - This service is provided to large companies needing assistance with in-house efforts on various tax projects. Services may include assistance with acquisition tax due diligence work, research credit analysis, and transfer pricing documentation.
Payment method
amex, discover, master card, paypal, visa
Neighborhood
Redwood Oaks
Accreditation

San Diego State University, San Diego, California

B.S. Business Administration, Major in Accounting, Graduated Magna Cum

Golden Gate University, San Francisco, California

M.S. in Taxation

Categories
Taxes-Consultants & Representatives, Tax Return Preparation, Tax Reporting Service, Accountants-Certified Public, Tax Return Preparation-Business, Accounting Services, Financial Services

COUPONS & DEALS

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Reviews

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Oscar L.

10/30/2014

Overall

I have been using peter’s service for a few years. He provides professional tax preparation service. We can see the huge different after having him taking care of our tax. He always think ahead and let me know what kind the tax deduction that we are qualified. He is knowledgeable and reliable, always straight to the point, would never waste time on unnecessary things or sell us anything we don’t need. It is a pleasure working with Peter. He is exactly the one you need to handle your tax. With him, I can focus on developing my business and leave the troubles to him.

jamesrs

08/16/2012

Overall
I've had my taxes prepared by ...

I've had my taxes prepared by other tax professionals before, but when I came to Mr. Diaz a few years ago I knew I would want to stay with him for a long time. He got me out of a jam with the IRS, saved me from a big tax bill, and showed me how to do things much better going forward. Each year now, my taxes are down and I can rest knowing he is on my team.

tvcollins

05/14/2009

Overall
Great CPA

I am a Financial Advisor in Redwood City, CA. I have worked with Peter often and have sent many clients to Peter and have had great feedback. As a resource I could call over a dozen tax advisors in the area but when I have a complex tax question I call Peter. Usually he will know the answer immediately and I can trust that it is correct. Thanks Peter.

Daniel B.

02/07/2009

Overall
Best Tax Preparer and Tax Advisor

Peter is the best tax preparer in the area. He has over 20-years of tax experience with big businesses, small businesses, individual taxpayers, and IRS audits. I recommend Peter to anyone looking for a great Tax Accountant. He is a nice guy and is easy to deal with.

rowells

01/26/2009

Provided by Citysearch - 
Overall
I Recommend Peter Diaz CPA as a Tax Accountant

Peter assists me with my taxes each year and recently helped me with some IRS issues stemming from an old tax return I prepared myself. It is great to have a Tax Accountant like Peter to Work with who really has lots of experience with taxes.

CaptainBen

01/13/2009

Provided by Citysearch - 
Overall
Tax Services Highly Recommended

I highly recommend Mr. Diaz for tax preparation services and tax planning. He gets involved in my tax situation regularly throughout the year and as a result my taxes are kept low as possible. He always returns my calls the same day.

Joe Y.

01/08/2009

Overall
Best Tax Preparer and Tax Advisor

I have used other tax preparation services in the past from larger more expensive CPA firms. Peter provides much better personalized services. I feel Peter cares about my finances and advises me on how to reduce my taxes and save money. I have recommended Mr. Diaz to my friends and business partners.

johnny.jones16

08/14/2008

Overall
Great Tax Accountant, Good Service

My tax situation is complicated but Mr. Diaz makes it very easy for me to deal with each year. He helps me get organized and help me find more tax deductions that I miss. I trust him with my finances and taxes are one less thing for me to worry about.

bentley698

08/14/2008

Overall
Best Tax Advisor Around

Peter works on my taxes all year around by checking in with me, getting updates on my finances, and then advising me on how to best reduce my taxes. He saves me money each year. I highly recomend his services.

waynelee

06/05/2008

Provided by Citysearch - 
Overall
Best Tax Services

Peter provides valuable advise to me all year long. I can call him any time and he gets back to me quickly with a response. He makes complicated tax matters simple and keeps me making good tax moves.

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