General Info

Established in 1980, Southward & Associates is a professional tax consultancy firm. Located in San Carlos, Calif., it offers various tax related services, including preparation of tax returns, tax planning, taxing authority representation and preparation of revocable living trusts. The firm further provides business succession planning, estate planning, business entity selection, estate and trust tax preparation, internal revenue service (IRS) representation. Southward & Associates also extends several financial tools, such as tax calculators, loan calculators, insurance calculators and business calculators. It serves the San Francisco peninsular area.