Business Details
Trusted Accounting & Tax Services in Mill Valley
At IWB & Co., we prioritize personalized service over transactional relationships. With decades of combined experience in tax planning and financial strategy, our team specializes in delivering tailored solutions for individuals, partnerships, LLCs, corporations, estates, and trusts. Our practice is built on trust, fostering long-term client relationships through transparent communication and a commitment to optimizing financial well-being. We combine technical expertise with empathy to alleviate stress around tax filings, investments, and money management.Our services extend beyond compliancewe proactively identify opportunities to enhance net worth while maintaining strict confidentiality. Clients benefit from dedicated support through secure digital tools for document storage and collaboration. As a locally rooted firm, we emphasize understanding each client's unique circumstances to provide actionable insights that align with their personal and business goals.
Services
Tax Preparation
Business Accounting
Bookkeeping Services
QuickBooks Support
Financial Planning
Highlights and features
- We offer personalized attention from experienced tax professionals.
- Our team has served clients for over three decades with proven expertise.
- We specialize in complex tax planning and financial strategy.
- We provide free initial consultations for new clients.
- We combine technical knowledge with compassionate client service.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We handle complex returns for partnerships, LLCs, corporations, estates, and trusts while identifying deductions to maximize refunds. Clients receive proactive guidance to simplify annual tax obligations.
Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, payroll management, and financial reporting. Our services help entrepreneurs maintain compliance while gaining clear insights into their company's financial health through regular cash flow analysis.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and ongoing support to streamline financial operations. From initial configuration to system tune-ups, we ensure businesses maximize the platform's capabilities while maintaining accurate, organized financial records.
Tax Planning
We develop customized tax planning strategies to legally minimize liabilities for individuals and businesses. Our proactive approach includes year-round consultation to optimize financial decisions and prepare for future tax obligations effectively.
IRS Representation
We advocate for clients facing IRS audits, back taxes, or collection actions. Our team negotiates payment plans, resolves liens and levies, and provides discreet representation to resolve tax issues while protecting client interests through documented compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, and financial reporting tailored to small business needs.
Do you help with personal tax planning?
Yes, we offer customized tax planning strategies for individuals to minimize liabilities and optimize financial decisions.
Can you assist with QuickBooks setup and training?
Our specialists provide QuickBooks setup, system tune-ups, and personalized training for business owners and staff.
How do you handle IRS tax problems?
We represent clients in IRS audits, negotiate payment plans, and resolve tax liens or levies discreetly and professionally.
Is there a free initial consultation available?
Yes, we offer complimentary initial consultations to discuss your accounting, tax, or financial planning needs.
Reviews (5)
Howard E.
Feb 07, 2018
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I have been using IWB & Company for over 20 years. I have had a number of circumstances over the years that have tested Irving, Kia, Zane and the rest of the staff to come up with creative and honest solutions. They have never failed me. The one time I was audited by the IRS Irving came with me and straightened out everything with the agent without costing me a cent. There is nothing better than competent accountants having your back. Thanks IWB.
Katherine N.
Mar 11, 2016
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We have worked with this firm for twelve years and have worked with four people there. They have prepared both personal and business returns during this time. Their advice has been sound, thorough and timely, about a wide range of issues. They are a pleasure to work with. During this time, they have referred me to three different financial advisers, all of whom have been first rate.
Bill H.
Oct 22, 2014
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I agree with the reviewer who mentioned that Irving, the founder, does quality work, but his staff of family members are not on par, and should be approached with caution!. I had a bad experience with low quality work and sloppiness, that resulted in penalties that I had to pay, and surcharges for work that needed to be redone. Details too painful to rehash here. Yet the person who referred me, who works with Irving, has been pleased over the years. Your mileage may vary.
Jacqueline S.
Jul 09, 2013
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I am an owner of two small businesses relating to sales and marketing apparel and accessories. I have worked with IWB & Co over the last 17 years. I have always felt I received
attention as if I was a BIG BUSINESS! As my business grew, so did IWB & Co. With
qualified staff professionally handling my questions and concerns, I feel comfortable in giving a stellar recommendation. In areas of business and accounting, it is important to be in the hands of the best. This is not a place to look to "save $$" on services. I learned that the hard way. Best to
get the advice from
attention as if I was a BIG BUSINESS! As my business grew, so did IWB & Co. With
qualified staff professionally handling my questions and concerns, I feel comfortable in giving a stellar recommendation. In areas of business and accounting, it is important to be in the hands of the best. This is not a place to look to "save $$" on services. I learned that the hard way. Best to
get the advice from
Jana A.
Jun 25, 2011
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I have worked with Irving Bernstein for over 20 years. He is as good as it gets and has a mind like a steel trap. Brilliant. He has saved me thousands of dollars over the years. He has amazing ideas that are honest and creative that helped me create tax strategies that help you save money and put money away for retirement. Due to him we have over $1M in a defined benefit plan for my husband and myself and also for our long term employees. Equally important he is a man of high intregrity and a wonderful person. I saw a comment from a woman that she said they were not professional. That has
