CFO Business and Tax Services, Inc.

Your Personal CFO and Tax Professional







"With having business and personal tax mingled, Gary does the right amount of digging to get you the best return possible, and found thousands of dollars for me, available for a refund, that was not caught by my previous tax service. What a relief to leave it all to Gary at CFO to figure out for you!"

- Karen M.





"Gary's accounting skills are top notch; he's quick and accurate. He can keep even the laziest record keeper on track (me) and keeps my books in proper order, so I don't have to worry about putting things in the right categories all by myself."

- Top Dog Barkery






"Gary is great at setting up and explaining how to use QuickBooks. He helped tract and automate my accounting, thereby improving my efficiency, saving me time and helping provide a detailed understanding of expenses and income. He can make it easy for you too!"

- Dan S.




Tax Expertise


"I've been using accountants to prepare my taxes for 10+ years. Gary has been much less expensive, more knowledgeable, and lowered my taxes more than any other accountant. The fact that he is also an IRS approved tax preparer, is a big bonus."

- Dan S.



*Accounting services are provided under the authority of Section 5052 of the California Accountancy Act for which a state license is not required


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