Overview

About Applied Tax & Books

About Applied Tax & Books

Applied Tax & Books is a locally owned tax preparation and financial services firm proudly serving small and medium sized businesses throughout Elk Grove, Laguna, and the greater Sacramento area including zip codes 95758, 95757, and 95624.

Our team includes a CPA and Enrolled Agent on staff, ensuring every business client receives accurate, compliant, and professionally managed financial services year-round.

Our Services:

  • Tax Preparation & Planning - Individual, S-Corp, and Partnership returns
  • Full-Service Bookkeeping - Transaction recording, bank reconciliations, and financial statement preparation
  • Payroll Processing - Employee payments, tax withholdings, direct deposit, and payroll tax filings
  • IRS Audit Representation - Professional representation so you never face the IRS alone
  • Financial Advisory - Year-round guidance to help your business make smarter financial decisions
  • Quarterly Tax Filing - Stay compliant and avoid penalties with timely estimated payments

Why Businesses Choose Applied Tax & Books:

  • Locally owned neighborhood firm with genuine investment in every client's success
  • Transparent upfront pricing with no hidden fees
  • Evening and weekend appointments available for busy business owners
  • Year-round support not just during tax season

Location: 9025 Big Horn Blvd, Suite 111, Elk Grove, CA 95758

Phone: (916) 432-5885

Website: www.appliedtaxservices.com

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Focus

Service Focus of Applied Tax & Books

How the team's effort is distributed across services.

100%

Industries Focus

20%16%16%16%16%16%

Client Focus

Small Business100%

The Positioning

AI Tools & Purpose

The stack the team uses to move faster.

ChatGPT
Automating routine administrative workflows.
Gemini
Deep-dive data analysis and tax code research.
Claude
Drafting human-centric, on-brand client content.
Selected Work

Client Portfolio of Applied Tax & Books

Where their work concentrates - by industry, budget, and timeline.

Clients: 10

Local Dental Practice Elk GrovePhysical Therapy CenterResidential Real Estate AgentProperty Management GroupIndependent Law FirmCreative Marketing Agency SacramentoResidential HVAC ContractorLocal Landscaping Company Elk GroveFamily-owned Retail BoutiqueSpecialty Coffee Shop

Where we are

Locations (1)

Offices where Applied Tax & Books operates.

Headquarter
United States

United States

9025 Big Horn Blvd #111
Elk Grove, California 95758
(916) 432-5885