Business Details
48 Years
experience
Expert Tax & Accounting Services in Sausalito
Rubyn & Company & Company has dedicated itself to providing personalized accounting and tax services since 1978. With over four decades of experience, we specialize in resolving complex tax issues for individuals, corporations, partnerships, estates, and nonprofit organizations. Our team prioritizes responsive service, offering year-round support to accommodate clients' demanding schedules while alleviating the burden of financial record-keeping. We focus on transitioning clients from tax-related challenges to proactive financial management, fostering long-term relationships built on trust and expertise. Our services include tax preparation, audit representation, payroll solutions, and strategic business planning tailored to each client's unique needs.As advocates for our clients, we maintain discretion and efficiency when addressing IRS disputes or financial difficulties. Our commitment to excellence has sustained our practice through 45 years of service in Sausalito, California. We empower clients through secure document portals and comprehensive QuickBooks support, ensuring accessible financial management solutions. Our strategic planning services help businesses navigate cash flow challenges, succession planning, and entity formation while maintaining compliance with regulatory requirements. This enduring dedication to client success defines our approach to accounting and financial advisory services.
Services
Tax Preparation
Tax Planning
Payroll Services
QuickBooks Setup
IRS Audit Support
Business Succession Planning
Cash Flow Management
Nonprofit Accounting
Forensic Accounting
Strategic Planning
Details
- Year established: 1978
Highlights and features
- We offer 45 years of specialized tax expertise in Sausalito
- Our team provides personalized QuickBooks setup and training
- We handle complex IRS audit representation with discretion
- We deliver tailored strategic business planning solutions
- We combine technical expertise with responsive client service
What people say
Expert tax guidance
Reliable QuickBooks support
Effective audit representation
Personalized service
Decades of experience
Services
Tax Preparation
We prepare federal and state tax returns for individuals, corporations, partnerships, estates, and nonprofit organizations. Our service ensures compliance while identifying tax-saving opportunities through detailed analysis of financial situations. With expertise in complex returns, we handle multi-jurisdictional filings and specialized tax scenarios for clients in Sausalito and beyond.
IRS Audit Support
Our firm represents clients during IRS audits and tax controversies. We handle communication with tax authorities, develop resolution strategies, and maintain client confidentiality throughout the process. This service includes preparing documentation, negotiating settlements, and establishing payment plans for back taxes owed by individuals and businesses.
QuickBooks Setup
We implement and configure QuickBooks systems for small businesses, ensuring proper setup for accurate financial tracking. Our service includes customized training, ongoing support, and system optimization to streamline accounting processes. This enables business owners to maintain organized records that facilitate tax preparation and financial decision-making.
Business Succession Planning
We develop succession strategies for family businesses and organizations. Our planning process addresses entity structure, tax implications, and operational continuity during ownership transitions. This service ensures smooth leadership changes while maintaining financial stability and regulatory compliance for long-term business sustainability.
Cash Flow Management
Our cash flow analysis helps businesses avoid financial crises through proactive monitoring and forecasting. We create projection models, identify funding opportunities, and implement systems to maintain liquidity. This service enables businesses to manage operational expenses while minimizing disruptions from cash flow shortages.
People
Jack Rubyn
Owner
Jack Rubyn & Company & Company, CRTP, has provided accounting services for 45 years in Sausalito. He specializes in complex tax issues and strategic business planning while maintaining a client-focused approach to financial management solutions.
Questions
What tax services do you offer for individuals?
We prepare individual tax returns and provide planning strategies to minimize tax liability while ensuring compliance with federal and state regulations.
How can you help businesses with payroll processing?
We offer comprehensive payroll solutions including tax calculations, payment processing, and compliance with federal and state labor requirements through recommended service providers.
Do you handle IRS audit representation?
Yes, we represent clients during IRS audits, develop resolution strategies, and negotiate payment plans for tax liabilities.
What QuickBooks services are available?
We provide QuickBooks setup, customized training, ongoing support, and system optimization to streamline accounting processes for small businesses.
How do you assist with business succession planning?
We develop customized succession plans addressing entity structure, tax implications, and operational continuity during ownership transitions for family businesses.
What sets your accounting services apart?
Our 45 years of local experience, personalized approach, and integration of tax planning with financial management solutions distinguish our client-focused services.
Reviews (2)
Herb N.
Oct 24, 2017
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In answer to Mr. Rubyn's message that he fired me. What a Whooper! I was never an employee of Mr.Rubyn. I was a Client. If Mr. Rubyn does not know the difference between a Client and an employee
he needs to go back to take a basic course in business and accounting. The first year Mr.Rubyn did my taxes I had an IRS audit for that year. I quit using Mr. Rubyn who is not a CPA but just a tax preparer, and in my opinion a very poor one. I would never recommend anyone to Mr Rubyn. His fees are outrageous in my opinion. Now I have a real CPA who charged one third the fees that I paid Mr. Rubyn.
he needs to go back to take a basic course in business and accounting. The first year Mr.Rubyn did my taxes I had an IRS audit for that year. I quit using Mr. Rubyn who is not a CPA but just a tax preparer, and in my opinion a very poor one. I would never recommend anyone to Mr Rubyn. His fees are outrageous in my opinion. Now I have a real CPA who charged one third the fees that I paid Mr. Rubyn.
Dan Teldeschi
May 06, 2017
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Jack Rubyn knows the tax code in and out. You will not find anyone more knowledgeable when it comes to tax preparing.
