At Blue Sphere Tax, our small but mighty team of professionals is here to deliver top-level expertise with a personal touch. Whether you’re navigating complex individual taxes, managing closely held businesses, or planning for estates and trusts, we’re ready to serve you with the highest level of care and dedication.
What You Can Expect from Blue Sphere Tax
- Top-Level Expertise: Our specialties include complex individual tax work including U.S. expatriates and foreign nationals, family groups, closely held businesses, estates, and trusts.
- Proactive Planning: We stay ahead of tax law changes to plan for any potential impacts on your financial situation.
- Client-Centered Approach: Building and maintaining strong client relationships is our priority, with a high level of contact and collaboration with your financial team.
- Year-Round Support: Tax issues don’t wait for tax season, and neither do we. You can reach us anytime by phone, email, or in person.
Contact Us
Our website is under construction and will be fully launched Spring 2025, but we are fully operational and available to assist you now. Reach out via email, phone, or by appointment at our Walnut Creek office.
Office Address:
Blue Sphere Tax
1655 N Main Street, Suite 350
Walnut Creek, CA 94596
Phone: (925) 504-5455
Team Contacts
Karen Wilson, Founder and President
karen@bluespheretax.com
Shari Binion, Firm Administrator & Staff Accountant
shari@bluespheretax.com