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Brisbane, California · The Complete Tax Service

Careful tax work for individuals, families, and local businesses

Bruce A. Maddox, CPA — a small practice dedicated to complete tax compliance, accounting, and bookkeeping for Brisbane and Bay Area clients who want direct, thoughtful attention.

  • California CPA
  • Individuals & entities
  • Trusts & estates
  • Free consultation
  • Practice

    Small CPA firm

  • Focus

    Complete tax service

  • Location

    Brisbane, CA

  • Start here

    (415) 239-0788

Services

Tax and accounting sized for real life

From personal returns to entity filings, fiduciary work, and bookkeeping — a complete tax practice without the impersonal feel of a large firm.

  • Individuals

    Individual Tax Preparation

    Careful, complete personal returns — prepared with attention to credits, deductions, and the details that matter for your household.

    • Federal and California returns
    • Clear questions before filing
    • Year-round availability for notices
  • Entities

    Partnerships, LLCs & Corporations

    Tax compliance for the entities that run your business — so filings stay accurate as ownership and activity change.

    • Partnerships and LLCs
    • S and C corporations
    • Entity-level planning conversations
  • Legacy

    Trusts, Estates & Gift Taxes

    Fiduciary and gift-tax returns handled with the care these filings demand — for families and fiduciaries who need a steady CPA.

    • Trust and estate income tax returns
    • Gift tax filings
    • Coordination with your advisors
  • Nonprofits

    Exempt Organizations

    Tax compliance support for exempt organizations that need a practitioner who understands the forms and the stakes.

    • Exempt organization returns
    • Ongoing compliance questions
    • Practical, plain-language guidance
  • Books

    Accounting & Bookkeeping

    Monthly, quarterly, or annual bookkeeping and accounting support so your records stay usable for decisions and tax season.

    • Bookkeeping and write-up
    • Financial record support
    • Sized to a small practice relationship
  • Courts

    Court-Related Accountings

    Accountings needed where the courts are involved — prepared carefully for the requirements of the matter.

    • Court-involved accountings
    • Clear documentation
    • Direct principal attention

If you have payroll or sales-tax reporting requirements, we will review them with you and decide together whether they are best handled here or elsewhere.

Client offer

Second Look tax review

Already filed the last two years? Share those returns for a confidential review of opportunities, missed elections, and questions worth a second look — before the next filing season arrives.

  • Confidential review of recent returns
  • Plain-language findings you can act on
  • No obligation to engage for ongoing work

A Second Look is an opportunities analysis — not a guarantee of refunds or amended returns.

Request your Second Look

Call or email with the tax years you want reviewed. Bruce will confirm next steps and how to share documents securely.

Why this firm

High standards, seasoned judgment, returning clients

Expertise, experience, and a team mentality — so every client receives the close analysis and attention they deserve.

  • A small practice, personal attention

    You work with a CPA practice sized for careful analysis — not a high-volume assembly line. Every client receives close attention.

  • Complete tax coverage

    Individuals, partnerships, LLCs, corporations, trusts, estates, gift taxes, and exempt organizations — one firm for the full picture.

  • Brisbane roots, Bay Area reach

    Primary office on Visitacion Avenue in Brisbane, with a second location on Chenery Street for convenient access across the peninsula and city.

  • Practical business judgment

    Payroll and sales-tax needs are reviewed with you so the right work stays in-house — and the rest is handled where it fits best.

How it works

Start with a conversation

  1. Call or book

    Reach Bruce at (415) 239-0788 or request an appointment. Free consultations are available for prospective clients.

  2. Share your situation

    Bring returns, notices, entity documents, or bookkeeping questions. We listen first, then outline a clear path.

  3. File with confidence

    Accurate preparation and ongoing questions answered — so tax season and mid-year decisions feel manageable.

About the firm

Bruce A. Maddox, CPA

Bruce A Maddox CPA is a professional tax and accounting firm in Brisbane, California — dedicated to serving your complete tax needs with high standards and personal attention.

Our mission is to help clients maintain financial viability today while taking a proactive approach toward future goals. That means open communication, careful research, and sound analysis — delivered with professionalism.

Whether you are an individual, a business owner, a fiduciary, or an exempt organization, you receive competent, timely advice from a practice that values returning relationships.

Desk with financial documents and calculator ready for tax and accounting work

FAQ

Questions clients ask

Who does Bruce A. Maddox CPA serve?
Individuals and businesses in Brisbane and the San Francisco Bay Area who want careful tax preparation and accounting from a small CPA practice — including partnerships, LLCs, corporations, trusts, estates, gift taxes, and exempt organizations.
Do you offer a free consultation?
Yes. Call (415) 239-0788 to schedule a free consultation. You can also request an appointment by email or through the contact section on this page.
What tax and accounting work do you handle?
Individual and entity tax compliance, trusts and estates, gift taxes, exempt organizations, accounting and bookkeeping, and court-related accountings. Payroll and sales-tax reporting are reviewed case by case so the arrangement works best for you.
Do you perform audits or business valuations?
No. At this time the firm does not take on audit engagements or business evaluations. If you need those services, we can help you understand where to look next.
Where are your offices?
The primary office is at 341 Visitacion Avenue, Brisbane, CA 94005. There is also a second location at 964 Chenery Street (door marked Lucy B. Stephenson, CPA). Call ahead for hours and directions.
How do current clients access the secure portal?
Existing clients can sign in to the secure client portal from the footer link on this page. New clients should call or email first — the portal is for active engagements after you are set up.

Contact

Call or book your free consultation

We look forward to hearing from you. Reach Bruce directly by phone or email, or request an appointment and we will follow up promptly.

Also at
964 Chenery Street
(door marked Lucy B. Stephenson, CPA)
Fax
(415) 337-5330

Request an appointment

Prefer email? Send a short note with your name, phone, and preferred times — or call now for a free consultation.

Current clients: use the secure portal link in the footer to upload or download files. New clients should call or email first.