Accounting and tax for real estate in Atherton, delivered remotely

Sound familiar?

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Properties held in partnerships or LLCs.

  Coordinate the returns and reporting required for your properties and entities with your individual tax return.

• A purchase, sale or refinance is coming.

  The tax effect of a transaction is best understood before it closes, not after. Talk it through with Brent while the choices are still open.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

How we help.

• Monthly accounting

  Property-level books, reconciled and reported.

• Individual returns with rental properties

  Federal and state, rental activity included.

Services and starting prices.

• 01

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 02

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 03

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

Starting prices. Your scope and price are agreed in writing before work begins.

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Atherton at a glance

• 27

  real estate firms with paid employees in the ZIP code 94027 that serve Atherton

  Source: U.S. Census Bureau, ZIP Code Business Patterns 2023

• 28%

  share of returns with rental or royalty income (proxy)

  Source: derived by Tucker from IRS Statistics of Income ZIP code data, tax year 2022 (returns filed from the place’s ZIP codes, a proxy for the place)

• 19.7

  property managers per 10,000 tax returns filed in its ZIP codes

  Source: derived by Tucker from Census ZIP Code Business Patterns 2023 and IRS Statistics of Income ZIP code data, tax year 2022

Tax offices for Atherton real estate businesses

• Town of Atherton Finance Department

  City business tax and licenses.

  Phone 650-752-0500

  Official website

• San Mateo County Assessor (Assessor-County Clerk-Recorder)

  County property assessment.

  555 County Center 3rd floor Redwood City, CA 94063

  Phone (650) 363-4500

  Official website

• California Franchise Tax Board (income tax)

  State tax and revenue agency.

  Phone 800-852-5711

  Official website

• IRS Taxpayer Assistance Center - San Jose

  Federal tax help in person.

  55 S. Market St., Suite 100, San Jose, CA 95113

  Phone (669) 229-1506

  Official website

In San Mateo County, California, the Town of Atherton Finance Department is the municipal office for local taxes, and the San Mateo County Assessor (Assessor-County Clerk-Recorder) assesses property.

The California Franchise Tax Board (income tax) is the state revenue office, while the IRS Taxpayer Assistance Center - San Jose serves as the federal listing here.

Using 2022 IRS Statistics of Income ZIP code data as a proxy, Tucker derived an estimated 28% share of returns with rental or royalty income. Tucker CPA handles monthly accounting, financial statements, and business and owner returns.

Source: each office's official website, checked October 16, 2026.