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Professionalism

Tri-Star Financial & Zernial Alliance Corporation has been servicing San Mateo, Santa Clara, Alameda, and Contra Costa Counties since 1980.

Responsiveness

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
 

 

Your Skilled San Mateo Bookkeepers & Tax Experts

Close-up of business electronic and paper documents on the desk, office workers interacting in the backgroundAt Tri-Star Financial, we appreciate the considerable amount of time, resources, and energy you've invested into building and growing your business. Our San Mateo County bookkeepers and tax experts know how tricky it can be to balance your finances and business duties. When you choose to work with our experienced professionals, we assess your needs and develop an approach that provides you with the resources you require to thrive.

Whether you're seeking outsourced CFO services or are struggling with a complex tax return, we're here to help. We've helped business owners like you work through financial situations since 1980. Our firm is proud to support the companies of Redwood City, the greater San Mateo County, and Silicon Valley. We're happy to meet at our office, at your place of work, over Zoom, or through a phone call. Call today to schedule your free initial consultation and discover how our team can help you find continued financial success!

Call Us: 650-692-4200 Book a Consultation

Our Effective Tax & Bookkeeping Services

No two businesses are exactly alike. Our team works closely with you to set realistic expectations and devise an approach that matches your needs. We're ready to assist you with:

Why Partner With Tri-Star Financial?

business partners reviewing finance reportOur mission is to make your tax and accounting processes as simple, stress-free, and efficient as possible. When you choose Tri-Star Financial, we’ll help free up your time so that you can focus on your company, employees, and personal pursuits. We provide a comprehensive, boutique experience that goes beyond simply filing tax returns. You can count on our team to provide insightful analytics, help you track your finances in real time, and provide you with avenues of sustainable growth.

Your business adds considerable value to our local community, and we want to help you achieve your financial goals. Providing you with innovative strategies, practical tools, and year-round support is our team's passion. We understand how local industries operate and can help you devise an efficient plan for targeting your market. You can trust us to manage your situation with care, diligence, and enthusiasm.

Industries We Support

Our San Mateo tax advisors and bookkeepers enjoy partnering with companies across a range of industries. We're prepared to assist businesses that offer a spectrum of services and have particular experience with:

  • Construction Companies: Is your company looking to acquire new machinery to tackle your next major project? We can help you determine whether it's in your best interest to rent or purchase new equipment. Our team enables you to save money during the tax season, keeps your accounts organized, and tracks the flow of money in and out of your company. You'll know exactly how much money is spent on materials, labor, and machinery and how much revenue is coming in to offset said expenses.
  • Real Estate Agencies & Investors: Tracking property values and sales can be time-consuming and challenging. We keep your books organized and help you track essential financial information so you're never caught off guard. With our business management services, we can assist you with everything from marketing strategies to suggestions for company growth.

Comprehensive San Mateo Tax & Bookkeeping Assistance

We look forward to learning about your company's unique mission and goals. Our San Mateo tax advisors enjoy seeing you find success and are ready to begin working on your personalized strategy for the upcoming year. Call Tri-Star Financial in Redwood City today to learn more about our services and how we can be a good fit for your business!

Call Us: 650-692-4200 Book a Consultation




Services

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.
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Our regularly updated newsletter provides timely articles to help you achieve your financial goals. You can even subscribe to receive our newsletter in your email - just enter your email address in the subscription field at the top of the page. Please come back and visit often.
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Financial Guides

Learn how to start, run and eventually sell a successful business. Life is full of changes and surprises that affect your financial future. Please use these guides to help make the right financial decisions.
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Resources

Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online.
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1052 Eden Bower Lane | Redwood City, CA 94061 | Phone: 650-692-4200 | karen@tri-starfinancial.com

 
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