Core Services

Palo Alto-based McMillen & Associates serves the entire Bay Area offering a wide-range of services to meet the unique needs of individuals, small businesses, and nonprofits.

Federal and State Tax Services
We can help you file your taxes with our tax preparation and tax filing services. We can e-file as an Authorized E-Filing Agent - federal and state tax returns, amended tax returns, tax return extensions, and prior-year tax returns. (California and out-of-state taxes)

Tax Representation
McMillen & Associates is an Enrolled Agent (EA) Fellow of NTPI, a federally authorized tax practitioner with technical expertise in the field of taxation. Enrolled Agent are the only representatives given the right from the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals. We provide assistance with the following tax problems:

• IRS & State Audit Representation
• Appeals and Collections
• Lien and Levy Releases
• Offers in Compromise and Payment Plans
• Prior-Year or Amended Returns
• Responding to IRS, California Franchise Tax Board and All States Inquiries

(Mobile) Notary Services
Certified Notary Public, licensed, insurced, and bonded. Process the following: Jurats, Acknowledgements, Oaths or Affirmations, and Subscribing Witness. ( Cannot process incomplete documents, Wills, Documents Signed outside of my presence, birth certificates, photographs, faxed or copied signatures, or copies of documents, except Powers of Attorney.)

Financial Forecasting and Projections
Complete financial and business forecasting services, including proforma projections.

Financial Statements
Professional , GAAP-compliant financial statements as well as tailor-made financial analyses that help business owners and managers eliminate inefficiency and realize a business full profit potential.

Reviews and Compilations
Full review and compilation services for small to medium-sized firms.

Contact us  and we will learn how we can help you.

Get to know us and learn more about our services and fees. Call us at 650-327-2696.

• Reasonable rates
• Comfortable office setting
• Dedicated appointments  (no waiting)