Welcome to Sperry Tax Services, where we provide expert tax solutions tailored to your needs.

MAXIMIZE YOUR REFUND,
MINIMIZE YOUR STRESS

YOUR PARTNER IN NAVIGATING TAXES

Effective tax strategies & exceptional customer service

Specializing in income tax planning, real estate, and small business taxes, Sperry Tax Services is here to help you through the complexity of taxation and ensure you attain the most favorable results. Experienced California CPA Trevor Sperry is committed to personal service catered to each client’s circumstances and goals.

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SERVICES

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Individual and Small Business Tax Compliance

Ensure proper tax compliance and return preparation with our expert guidance. We simplify complex tax regulations, maximize your deductions, and help you stay on the right side of the IRS. Trust us to keep your financial affairs in order so you can focus on what matters most.

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Tailored Strategic Tax Planning

Optimize your financial future with strategic tax planning. Our experienced team will work closely with you to minimize your tax liabilities, maximize savings, and secure your financial well-being. Discover the power of proactive tax planning for stress-free tax deadlines.

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Real Estate Investment Planning

Unlock the potential of real estate investments with our tailored tax planning solutions. Whether you're a seasoned investor or just starting, our experts will help you navigate the market, identify opportunities, and achieve your financial goals. Harness the benefits of strategic real estate investment planning today.

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Let us optimize your tax strategy

Whether you need help with tax planning, real estate taxation, or tax compliance, Sperry Tax Services is equipped to provide the expert, personalized support you deserve. Contact us today to get started.