a wealth of experience

Blackline Tax & Finance Advisors

Equal Access to Expert Advice

While many tax professionals limit themselves to prepare and file your tax return, our professionals go the extra mile by providing the following valuable services:

Individual Tax – Our professionals are equipped to handle all kinds of tax returns that are required to keep you compliant. Our senior staff members not only review to ensure your tax are free of material errors; they seek to maximize your savings.

Business Tax – Our professionals handle all kinds of corporate tax returns that are required to keep you compliant. However, we go beyond the basics of preparing taxes. Our senior staff members have in-depth knowledge of tax code to look for potential opportunities to minimize your taxes and bring them to your attention.

Financial Planning – Professionals associated with Blackline Partners work with you in creating a lifetime plan to succeed. We offer advice to help personalize your portfolio and grow your money at the right level of risk to achieve optimal returns.

Estate, Trusts, Entity Formation – We assist with regulatory requirements to keep your entity in compliance with various filings with regulatory agencies, preparing corporate minutes, etc. Advanced tax planning solutions for your business entity, including setting up captive insurance company and other advanced tax strategies.

Blackline Business Services

Corporate Expertise, Personal Service

We provide a comprehensive solution to your back office needs when it comes to bookkeeping, payroll, tax preparation and other compliance matters. Our professionals can help you in the following areas:

Financial Services (CFO Advisory) – Our services cover all CFO and finance function competencies, from finance function target operating model and methodological framework development to process optimization and implementation of changes into company’s practices.

Bookkeeping – You can’t manage it, if you can’t measure it. We provide regular financial reports that are easy to understand. If used properly, these financial statements will allow identifying areas of deficiency in your businesses and fix them in a timely manner to improve the bottom line.

Payroll – Our online professional payroll services suite offers a simple , yet powerful solution to meet your payroll obligations easily and effectively. Our payroll system is simple to use and comes with a 90-day money back guarantee. If you don’t like it, we will refund all the fees charged. Our pricing plans are simple and easy to understand.

SMB Financing Advisory – Small business funding can be hard to secure. Our approach is holistic, combining advisory and lending services to clients to increase the contribution that SMBs can make to the economy.

Blackline Business Advisory & Consulting

Global Expertise, Focus on You

With over 30 offices across California, we are able to provide comprehensive solutions. Our professionals can help you in the following areas:

Risk and Financial Advisory – We help clients manage strategic, financial, operational, technological, and regulatory risk to enhance enterprise value, while our experience in mergers and acquisitions, fraud, litigation, and reorganizations helps our clients emerge stronger and more resilient.

Audit and Assurance – We improve client information or the context of information so that decision makers can make more informed, and presumably better, decisions.

Mergers and Acquisitions – A merger or acquisition can add considerable value to a business, but making sure that each stage of the transaction process—from valuation to negotiation and completion—is successful demands considerable experience and knowledge.

SMB Consulting – We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We provide comprehensive, flexible strategies that address the issues affecting your business.

Blackline Industry Verticals & Specialized Expertise

The power of Blackline Partners is our depth of experience and expertise in a wide variety of specialties. While being multidisciplinary is important for many firms, there is a time when you just need a pro who’s committed and can give your practice a competitive edge against other firms. Whether your industry is technology, healthcare, retail, construction, or restaurants, Blackline Partners has a professional that understands your business and your individual goals.

When you utilize our specialty services you can offer your clients additional services that help solidify your place as a trusted advisor. This creates a deeper relationship with your client and secures a strong loyalty to your firm which provides you with higher billable opportunities that were previously unrealized.

Blackline Partners is interested in purchasing small tax and financial firms

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