STATES · CALIFORNIA
CPA, tax accountant and bookkeeping for Portola Valley clients, delivered remotely
Portola Valley business owners in San Mateo County, California, can bring tax returns and monthly accounting to Brent Tucker, CPA. ZIP code 94028, which serves Portola Valley, has 11 physician offices, per Census ZIP Code Business Patterns 2023.
Sound familiar?
You want numbers you can act on during the year.
Current statements show how each month performed while there is still time to respond, not months later.
24% of the 2022 tax returns filed from the ZIP code 94028 that serves Portola Valley reported business or professional income (IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Portola Valley).
You own an S corporation or a partnership.
The business return and each owner’s return depend on each other. Preparing them together keeps the figures consistent.
29% of the 2022 tax returns filed from the ZIP code 94028 that serves Portola Valley reported partnership or S corporation income (IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Portola Valley).
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.
Last year’s tax bill came as a surprise.
Planning through the year gives you a view of where the year is heading before it ends, while there are still choices to make.
Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.
Services and starting prices.
- 01
Monthly Accounting
From $400/moTransaction categorization, account reconciliations, financial statements and regular accounting support.
- 02
Tax Preparation
From $300Individual returns (federal and one state) from $300; business returns from $750.
- 03
Accounting + Tax + Planning
From $900/moMonthly 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
- 04
Law Firm Accounting
From $900/moFor solo attorneys and small law firms: monthly accounting, financial reporting, business and owner returns, tax planning and CPA consultation.
Starting prices. Your scope and price are agreed in writing before work begins.
Work directly with Brent.
Licensed CPA · 10+ years in public accounting · Member, AICPA and MICPA
You work directly with your CPA, and have someone to call when a decision comes up.
Brent Tucker is a CPA licensed in Michigan and serves clients in other states under applicable CPA mobility provisions.
More about BrentPortola Valley at a glance
210
business establishments with paid employees in the ZIP code 94028 that serves Portola Valley
Source: Census ZIP Code Business Patterns 2023
3,360
tax returns filed for tax year 2022 from the ZIP code 94028 that serves Portola Valley
Source: IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Portola Valley
5
law offices with paid employees in the ZIP code 94028 that serves Portola Valley
Source: Census ZIP Code Business Patterns 2023
11
physician offices with paid employees in the ZIP code 94028 that serves Portola Valley
Source: Census ZIP Code Business Patterns 2023
These ZIP codes also cover areas outside Portola Valley, so ZIP-area figures describe a wider area than Portola Valley itself.
Tax offices in Portola Valley
San Mateo County Assessor (Assessor-County Clerk-Recorder)
County property assessment.
555 County Center 3rd floor Redwood City, CA 94063
Phone (650) 363-4500
San Mateo County Tax Collector's Office (Treasurer-Tax Collector)
County property tax collection.
555 County Center - 1st Floor Redwood City, CA 94063
Phone (866) 220-0308
California Franchise Tax Board (income tax)
State tax and revenue agency.
Phone 800-852-5711
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
Who assesses and who collects property tax for a Portola Valley owner in San Mateo County, California? San Mateo County Assessor (Assessor-County Clerk-Recorder) assesses property, and San Mateo County Tax Collector's Office (Treasurer-Tax Collector) collects property tax.
California Franchise Tax Board (income tax) is the state listing, and IRS Taxpayer Assistance Center - San Jose is the federal listing.
Brent Tucker, CPA, keeps the monthly accounting current for Portola Valley households and businesses, so tax planning can happen through the year.
Source: each office's official website, checked October 16, 2026.
Common questions.
Is there a Tucker CPA office in Portola Valley?
No. Tucker CPA has no office in Portola Valley and no local offices elsewhere; Brent works with clients remotely. No office visit needed — meetings are by phone or video, wherever you’re based.
Can a remote CPA handle taxes and books for households and businesses in Portola Valley?
Yes. You work directly with your CPA, and have someone to call when a decision comes up.
What does a CPA cost?
Starting prices. Your scope and price are agreed in writing before work begins.
Sources
- Census ZIP Code Business Patterns 2023: establishments with paid employees, by ZIP code.
- IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Portola Valley.
- American Community Survey 2023 5-year estimates (survey estimate for the place), for Portola Valley town, California.
- U.S. Census Bureau, 2020 ZIP Code Tabulation Area relationship files: which ZIP codes serve the place.
- IRS, “State government websites”: the state tax agency link.
GET STARTED
Let's talk about your numbers.
Tell us a little about your business or situation, and Brent will reply personally. No office visit needed — meetings are by phone or video, wherever you’re based.
Call 888-762-4370 · Email brent@brenttuckercpa.com · Prefer to pick a time? Book a consultation online