Eab6bb26745328f838a81c830a5d5726

Fernando Diaz

schedule a free consultation

Hi, very nice to meet you! my name is Fernando!

credentials

contact

+1(512) 815-3829
fdiazcpa@yahoo.com

33234 Lake Pyramid St

Fremont CA 94555

social

bio

Eab6bb26745328f838a81c830a5d5726

I am a degreed accountant with over 18 years of accounting, financial and tax working experience! I worked for start-ups, public and private companies! I listen and give financial advise to all my clients!

q & a

What characteristics do your favorite clients share?

My clients come from small businesses from all industries! Many individuals with complex tax situations!

Why should a client hire you?

A client should hire me because I am efficient, knowledgeable, experienced, honest and competent professional person.

Describe a time where you went beyond expectations when working with a client.

We went beyond clients' expectations when we revised past years tax returns and reconciliations! We found out some errors and client did not expect from us!

What single project or task would you consider your most significant accomplishment in your career to date?

We saved $$$ to one client that was paying too much on property taxes from fixed assets that were no longer in use!

education

San Jose State University

Bachelor of Accounting

1996

experience

High tech and Financial companies

Sr Accountant
San Mateo, CA

02/2014 - 02/2015

business info

Diaz ProTax & Accounting

Efficient, Competitive, Friendly, Faster

Established 1999

We service small to medium size companies and individuals with tax and accounting services. Prospect clients should hire us because we are diligent, efficient, competitive and fast.

hours of operation

Sunday 10:00 AM - 06:00 PM
Monday 10:00 AM - 08:00 PM
Tuesday 10:00 AM - 08:00 PM
Wednesday 10:00 AM - 08:00 PM
Thursday 10:00 AM - 08:00 PM
Friday 10:00 AM - 08:00 PM
Saturday 10:00 AM - 06:00 PM

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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