Peter B. Diaz, CPA-Tax Consulting And Tax Preparation

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1811 Kentfield Ave
Redwood City, CA 94061

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(650) 400-2539
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Peter B. Diaz, CPA-Tax Consulting And Tax Preparation - Redwood City, CA
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Best

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 ...

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I Recommend Peter Diaz CPA as a Tax Accountant 1/26/2009

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. Pros: Peter is a friendly person and a pleasure to work with more
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Tax Services Highly Recommended 1/13/2009

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. Pros: Peter is available all year around. more
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Best Tax Services 6/5/2008

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. Pros: Peter is someone you can really trust with your taxes and finances. more
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Saves me Taxes Each Year 5/4/2008

Peter saves me taxes each year. I hand over all my information and Peter always finds deductions I have overlooked. He has me go back and find additional deductions that we claim each year. I recommend Peter to all my friends and business associates. I like the way we keep communication going throughout the year and that he encourages me to do year-end tax planning. Peter is a great advisor to have. Pros: There are never any surprises when I work closely with Peter. more
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Best Tax Accountant 5/4/2008

I've had other tax professionals assist me with my taxes before but Peter B. Diaz, CPA is by far the best. Not only does he do a great job of preparing my taxes and saves me money that way, but he works with me throughout the year to make sure I am making tax-wise moves. He advises me on financial transactions and makes certain I am taking advantage of the tax laws in my favor. I highly recommend Peter. Pros: Very personal service. Really gets to know his clients. more
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Best Tax Consultant 10/29/2007

Peter has assisted me with my tax planning and tax preparation each year. I always get larger refunds or pay less in taxes than I expect. He always keeps in touch with me during the year to checks up on any significant financial plans I may have. He advises me on how to keep my taxes to a minimum. I have confidently recommended him to several friends. Pros: Very personal service. He is a trusted advisor. more
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Owner Message

  • 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. "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.

Additional information
  • Hours: By appointment
  • Neighborhoods: Palm Park, Redwood Oaks
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