San Francisco CPA Offers Free Tax and Financial Planning Guide

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Sterck Kulik O’Neill accountants share updated 2011 tips in a 32-page booklet.

San Francisco CPA

The 2011-12 Tax & Financial Planning Guide is free to Bay Area Residents.

By quickly reading through the booklet, most people discover entirely new categories of deductions they want to look at in greater detail.

San Francisco CPA firm Sterck Kulik O’Neill released a 32-page tax and financial planning guide this week, which they have made available to San Francisco-area businesses and individuals at no charge. Sections of the publication are dedicated to 2011 tax law changes, family financial issues, investments, retirement, real estate, estate planning and business.

“Our overarching advice is to stay focused on the big picture when thinking about your financial situation,” said Charles Sterck, managing director of Sterck Kulik O’Neill Accounting Group. “Ask yourself if what you’re doing supports your overall goals and broad objectives, such as reducing taxes, planning for retirement or accumulating and transferring wealth.”

The free guide helps direct people’s attention to areas of potential opportunity, which they can in turn look at more closely with an accountant or financial advisor. The publication’s easy-to-understand illustrations, such as a 2011 Income Tax Rate table, IRA-eligible dedication matrix and tax credit eligibility chart, make it even more useful.

Whether a taxpayer needs to verify whether or not they qualify for an education deduction or a business needs to understand how to depreciate their vehicles, the Tax & Financial Planning Guide provides the answer.

“By quickly reading through the booklet, most people discover entirely new categories of deductions they want to look at in greater detail,” said Sterck. “It arms them with information they can use, and prepares them for their consultation with their CPA.”

Sterck explains that the booklet is available without charge to Bay Area residents to help them with their 2011 tax planning. Requests for a copy of the guide can be made online at the San Francisco accounting firm.

“Don’t wait until January to act,” Sterck cautioned. “After December 31st your 2011 income and expenses are fixed—you can’t go back and change the past.”

For further information on tax planning, San Francisco business consulting, or traditional accounting services, please visit Sterck Kulik O’Neill at or phone them at (415) 263-9065.

About Sterck Kulik O’Neill Accounting Group
Sterck Kulik O’Neill Accounting Group is a San Francisco CPA firm that specializes in tax services, business development, strategic planning, and IRS audits in San Francisco. Sterck Kulik O’Neill Accounting Group serves all San Francisco Bay Area communities.


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