Success starts with a tax plan

We offer sophisticated expertise for all of your tax planning or tax compliance needs—from saving money, to building a business, to leaving a legacy. We help you achieve your goals in an ever-changing financial landscape.

Vista Peak CPA - Tax preparation and planning

Our services:

We have expertise in various industries including; Alternative Investments (Hedge Funds, VC, PE), Real Estate (funds, developers, investors), Entrepreneurs/Founders, Professional Service Entities, and Tech. We specialize in tax compliance and tax planning for individuals, trusts, closely held businesses, family limited partnerships, and small businesses in various industries. We find the right solutions for any tax situation to deliver the most efficient and cost effective strategies.

 

  • Tax return preparation services for individuals of all tax brackets 

  • Individual income tax planning/minimization and compliance

  • Tax return preparation for various entity types

 

  • Entity tax planning, consulting, and compliance

  • Trust tax planning and compliance

  • IRS and state examination assistance

 

Are you a CPA firm that needs extra help?

Vista Peak offers contract and consulting services. Contact us

 FAQs

 

  • You can visit the contact page to send an email to hello@vistapeakcpa.com. Alternatively, use the Book A Free Consultation button to choose an open appointment slot and seamlessly set up a free 30 minute consultation - no more hassle going back and forth via email to set up a meeting time.

    In the meeting we can discuss your particular financial situation and what services we can provide to help you execute on that plan.

  • Yes! We successfully work with clients all over the US. While we are located and licensed in California, we can legally prepare tax returns for anybody no matter what state you live in.

    If you do not live in the Tahoe region, we can securely share confidential tax information via the portal, meet virtually via Zoom, and satisfy all of your tax needs remotely.

  • That depends! For 2023 calendar year tax returns, non-extended due dates are as follows:

    • Partnerships: March 15, 2024

    • S-Corporations: March 15, 2024

    • Individuals: April 15, 2024

    • C-Corporations: April 15, 2024

    • Trusts: April 15, 2024

    • Tax Exempt Organizations: May 15, 2024

  • The quickest and safest method for sharing confidential tax information is through our secure portal, which can be accessed via the Client Portal Login. If electronic copies are not an option, we can meet in person or you can mail them to our office.

  • As often as you deem necessary to successfully achieve all of your tax and financial goals.

  • All items uploaded to the secure portal will be automatically removed after 30 days.

  • We accept a variety of payments including Venmo, PayPal, credit cards, and checks - you choose what’s most convenient for you.