(415) 418-0020 info@proteafinancial.com

Tax Schedules

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Optimizing Your Tax Preparation and Submission

Businesses, big and small, live in two buckets – as it relates to their taxes. Those who are prepared to file because they stay ahead of the game and those who scramble to pull everything together right at the buzzer. There never seems to be any middle ground.

Timely tax filing is both necessary and challenging. In order to maintain a state of compliance, most require greater levels of manpower and expertise for a concentrated amount of time. Familiarity with your balance sheet, P&L and management accounts all add up to accuracy in filing.

Protea’s focus will be to provide you the resources to keep your books ready for tax preparation and work with your CPA to develop your return.

Tax Preparation Enablement

We provide your organization a true end to end solution to all of your tax needs. Tax season is year round to Protea – if you aren’t preparing daily, it’s too easy to get behind. We are always working with your organization to streamline your businesses tax management.

Request An Evaluation

If you are ready for real change in how you use your most valuable assets - time & money, fill out the form and an account manager will reach out to you right away.

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Welcome to Protea Financial

Welcome to Protea Financial

(To) Leverage is defined, simply, as using something to its maximum potential. In business, we want to leverage our core resources, time, capital and skilled people to create the best service or product possible. Ultimately, unifying the big 3 to create a successful business that can sustain growth.

SAUSALITO:
1 HARBOR DRIVE #300
SAUSALITO, CA 94965

NOVATO:
7250 REDWOOD BLVD,
SUITE 300,
NOVATO, CA 94945
e: info@proteafinancial.com
t: (415) 418-0200

Why Protea:

Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.

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