Accounting and tax for real estate in Menlo Park, 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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Menlo Park at a glance

• 134

  real estate firms with paid employees in the ZIP code 94025 that serve Menlo Park

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

• 12%

  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)

• 15.9

  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 Menlo Park real estate businesses

• City of Menlo Park Finance - Business License

  City business tax and licenses.

  Phone 650-330-6642

  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

Which offices should a Menlo Park real estate owner in San Mateo County know? The City of Menlo Park Finance - Business License is the city office for local taxes, and the San Mateo County Assessor (Assessor-County Clerk-Recorder) assesses property.

The page lists the California Franchise Tax Board (income tax) and IRS Taxpayer Assistance Center - San Jose.

Census ZIP Code Business Patterns 2023 counts 134 real estate firms with paid employees in ZIP code 94025, and Tucker CPA derived 15.9 property managers per 10,000 tax returns in those ZIP codes, an estimate.

Brent Tucker, CPA, keeps the books reconciled and plans taxes through the year for real estate owners in Menlo Park.

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