East Bay
BerkeleyAccounting, Tax & Fractional CFO
Berkeley clients tend to be a mix of professional service firms, academic professionals with consulting income, healthcare practices, and small retailers / restaurants on Telegraph, Solano, and Fourth Street. Rubric Financial supports each with the partner-led, CPA-reviewed model.
What's Different About Berkeley
Local context that affects your books and tax
- Berkeley's business license tax is calculated on gross receipts and varies by activity category
- Many Berkeley clients have UC-affiliated income (consulting, royalties, K-1s from research-related ventures) requiring careful coordination with personal returns
- California real estate and rental income is common — passive activity loss tracking and real-estate-professional analysis matter here
- PTET and California-specific tax planning apply the same as elsewhere in the Bay Area
Industries we work with in Berkeley
- Professional services and consulting (often academic-affiliated)
- Healthcare and therapy practices
- Specialty retail and food
- Real estate (rental, small landlord, partnership)
- Nonprofits and adjacent advisory
See our industry pages for service-specific detail.
Run a small business in Berkeley?
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