Abacus Financial Group LLC

Abacus Financial Group LLC

Founded in 1947, Abacus serves over 1,000 clients today. We have two locations, one in Berkeley, CA and the other in Alamo, CA. Most clients live or work in the San Francisco Bay Area, with a majority in Contra Costa and Alameda Counties. A large portion of our practice is dedicated to U.S. citizens living abroad and expatriates who have unique tax and investment needs. We also offer investment consulting services to high net-worth clients and retirement plan sponsors.

Where we can help you:

• Individual and Corporate Tax Planning
• Tax Collection and Litigation
• International Tax Services
• Audit Representation (IRS, FTB, EDD, & Sales Tax)
• Individual, Estate, Gift and Trust Tax Preparation
• Corporate, Partnership and Business Entity Tax Preparation
• Tax Planning for Capital Gain Transactions
• Trust Administration
• Personal Financial Planning
• Investment Management
• Investment Advisory services for Retirement Plan Sponsors
• Cash Management and Bookkeeping Services
• Collection and Tax Litigation Services

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