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Home to Stanford University and countless technology companies, Palo Alto is part of the San Francisco Metropolitan Bay Area, and the Silicon Valley, Palo Alto is located within Santa Clara County and borders San Mateo County. The blend of business and residential areas anchored by a vibrant downtown defines Palo Alto’s unique character. A charming mixture of old and new, Palo Alto’s tree-lined streets and historic buildings reflect its California and business heritage.
Tony Gousselot
Branch Manager
We at Jade Fiducial Palo Alto understand the meaning of hard work. We’re an advisor and back-office service provider to your business. Our services include financial management and recordkeeping, tax planning and preparation, payroll processing & periodic business reviews. We’ll prepare everything you will need to make the best business decisions and operate most efficiently.
Services at Jade Fiducial Alto for Individuals
Filing of tax returns and follow-up throughout the year
-Management of all your tax returns
-Formulation of tax credit claims
-Year-round reliable guidance on your tax issues, on how to minimize your overall tax liability and follow-up your tax payments
Taxes / Social Consulting
-Individual tax planning and optimization of your personal tax situation
-Insight and advice on the optimization of your personal social situation (tax free compulsory and supplementary retirement in the USA and in your country of origin, life insurance, tax exempt savings related to children’s education)
Services at Jade Fiducial Palo Alto for Companies
Business set-up
Insight and advice from an attorney on choice of entity
Assistance on visa application in coordination with immigration lawyers
Assistance in all aspects of preparation of monthly financials, payroll and tax
-Implementation of bookkeeping procedures and records; staff training on the use of an adequate software, monitoring of A/P and A/R, bank reconciliations
-Payroll implementation and management
-Preparation of tax returns
Management consulting: analysis and recommendations
-Cash flow budget review, implementation of dashboards
-Comments on the state of your activity based on the financial statements, highlighting of the areas for improvement
Domiciliation
-Company domiciliation, complimentary provision of a permanent address
-Reception and rerouting of your mail
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