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McFarlane, Cazale & Associates


McFarlane, Cazale & Associates provides accounting and tax services to individuals and companies in many different industries. Founded in 1964, they have been providing quality services to the Bay Area for over 30 years. 
 
Tax planning and preparation form a winning combination for their successful individual and business clients. Whether you are an individual or a multi tiered partnership, their experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
 
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. They can guide you through the complex process of getting your financial affairs in order.
 
The firms other services includes Accounting Services, Audits, Reviews and Compilations, Tax Audits and Compliance, Tax Return Preparation, Tax Planning, Bookkeeping Services, Benefit Plan Compliance, Consulting, Estate Planning, Financial Planning, Trust and Estate Tax Return Preparation.
 
Their clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.
 
They focus on building close client relationships that add long term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help their clients face the myriad challenges of business planning and execution. 

Their goal is to provide lasting solutions as frequently or infrequently as necessary for your specific business.  They understand small businesses and know that their needs are often times as unique as their owners. With this in mind, they also maintain a referral network of professionals in various fields that are of importance to small businesses and their owners, so that their clients can receive top notch service in all areas of expertise.

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