Expert Financial Services
Strategic Accounting for Your Growth
Professional accounting, tax, and consulting services tailored to your needs. We help you navigate complex financial landscapes with confidence.
Tax Planning
Bookkeeping
Consulting
Trusted Advisors
Helping businesses succeed since opening
Our Expertise
Comprehensive Financial Solutions
We provide a full range of accounting and consulting services to help you achieve your financial goals.
Tax Preparation
Comprehensive tax planning and preparation for individuals and businesses.
Bookkeeping
Accurate and timely bookkeeping services to keep your finances organized.
Frequently Asked Questions
What services do you offer?
Trellis Wealth Advisors offers a full range of accounting services including tax preparation, bookkeeping, payroll processing, and financial consulting for both individuals and businesses.
How much do you charge for tax preparation?
Our fees vary based on the complexity of your return. We prioritize transparency and offer free initial consultations to provide you with an accurate quote.
Can you help with IRS audits?
Yes, we have extensive experience representing clients before the IRS. We can help you navigate audits and resolve tax issues efficiently.
Get in Touch
Ready to take control of your finances? Contact us today for a free consultation.
Our Office
1026, Chorro, CA
Phone
Business Hours
Monday - Friday9:00 AM - 5:00 PMSaturday - SundayClosed