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About us

A local firm that treats your taxes like they're our own

We're a Northern California tax, bookkeeping, and advisory firm built for people who want straight answers, upfront pricing, and someone local.

David Ordaz
David OrdazOwner

Why we started

We're a family-run firm in Brentwood, and we built it around something we kept seeing: people paying for a return once a year with no explanation, a surprise bill in April, and nobody to call when a letter arrived from the IRS. We do it differently, with upfront pricing, a walkthrough of every return, and help all year instead of a once-a-year rush.

The firm carries Arturo Ordaz's name, and the Ordaz family still stands behind every return. Our firm has more than 30 years of industry experience, so you're hiring people whose name is on the work.

What you can count on from us:

  • You'll know the cost before any work begins.
  • We explain your return in plain language, and the Enrolled Agent you talk to is the one who does the work.
  • Your first call is free, with no pressure and no sales pitch.
Enrolled AgentIRS Certified Acceptance AgentsNAEA MemberCalCPA Member

How we work

Fixed quotes up front

You know the fee before we start. No hourly billing surprises.

Real answers, quickly

Questions reach the person working on your file. We reply within [one business day].

Year-round, not just April

Planning happens before decisions are made, not after the year closes.

Your information is safe with us

Security isn't an afterthought

Tax files hold some of the most sensitive information you have. We protect it the way federal rules require, and then some.

  • A written information security plan, reviewed annually.
  • Your tax information is never sold or used for anything else without your written consent.

The team

Arturo Ordaz
Arturo OrdazPartner
David Ordaz
David OrdazPartner
Audelia Ordaz
Audelia OrdazPartner

Proudly serving Northern California

Our office is located in Brentwood, CA.

BrentwoodOakleyAntiochDiscovery BayPittsburgBay PointConcordWalnut CreekPleasant HillOaklandSan FranciscoDaly CityStocktonSan Jose

Ready to be our next story?

Filing a personal return?Call (925) 308-0040
Own a business?Book a free call