Most firms prepare your return after the fact — when every number in it is already decided. Deziree Bautista, CPA built the opposite practice, in her firm’s own words: “While other firms just prepare tax returns after the fact, we take a proactive approach and meet with our clients year-round so there are no surprises come tax time.” Quarterly planning. Books that stay decision-ready. A CPA who actually calls you back.
Schedule My Free Consultation Call (925) 232-1098
Free consultation. You talk with the CPA herself — not a salesperson. Your findings are yours to keep either way. No obligation, and no judgment about the state of your books.
THE CADENCE Quarterly planning · monthly close · April, handled.
The credentials behind the promise
The actual member and partner badges the firm displays on its own site — staged here, where credentials belong: up front.
That is the quiet cost of a once-a-year accountant. The surprise balance-due you can’t appeal because the year is over. The estimated-tax penalties for quarters you guessed at. The loan, hire, or purchase you decided on books that hadn’t been reconciled in months — and, in Deziree’s own words, “relying on inaccurate financial statements can be disastrous.”
None of it feels expensive in July. All of it arrives in April, in one envelope, when nothing about it can still be changed. Waiting is the expensive option.
Your books are behind. Your taxes are a guess. Both are fixable.
Clean-up is a named service here — with a method, not a lecture. Skip the line and start where your problem actually is.
THE APRIL-ONLY YEAR
Eleven months of silence — then one month carrying the whole year: the surprise bill, the scramble, the penalties for guessed estimates.
THE BAUTISTA YEAR
Four quarterly planning beats — Q1 · Q2 · Q3 · Q4 — with books closed monthly in between. April is just the month the return gets filed.
Same year. Same taxes. One of them was planned.
The free consultation costs nothing but a conversation — and it replaces all four with a plan.
Start here: falling behind on books is a systems problem, not a character flaw. You were running a business. And this firm, of all firms, is not going to judge you for it — Deziree literally publishes her values on a page called “Ethics of Doing Business,” under the line she chose for it: “The only way to do great work is to love what you do.” Clean-up is a service here, not a confession.
Switching isn’t a betrayal, either — it’s a business decision, and owners make it here after years of looking. One client went through many accountants and CPAs before finding this firm; another stays because Deziree contacts her first, with updates, before she ever has to ask. That is the whole difference: a cadence instead of a disappearance.
“I have several businesses and have had gone through many accountants and CPAs over the years searching for someone who can match my work ethic and expectations…” — Michael W., client — his full words are in the proof section below
| The April-only preparer | DIY + the bookkeeper pile-up | Bautista CPA Group | |
|---|---|---|---|
| When you hear from them | Once a year — when the return is already decided | When something breaks | Quarterly, by design — and proactively in between: clients get updates before they ever ask |
| Who does the work | Whoever is free in March | You, at midnight, in QuickBooks | Deziree Bautista, CPA — a former Tax Manager — and her small, CPA-led team |
| Your tax number | A surprise in April | A guess, four times a year | Planned quarterly from your real books — known before it comes due |
| When the books fall behind | Nobody notices until filing season | Every month, more quietly | Clean-up is a named service with a method — then the rhythm keeps them clean |
| Questions between filings | A voicemail, or an invoice | A search engine | Answered by the CPA who knows your business — "she always gets it done" |
“Deziree executes all tasks on time without reminders and she always gets it done!” — Michael W., multi-business owner
Every service below is one this firm actually publishes — regrouped around the sentence that sounds like your life, and kept from coming back by a quarterly rhythm. Start from yours:
In Deziree’s own words: "Planning is the key to successfully and legally reducing your tax liability. Know what’s going to happen before they do and get options to minimize tax." Four planned conversations a year, while the numbers can still be changed — not one autopsy in April.
Michael & Valerie M. have relied on her "tax planning, filing, and advice" for three years.
Individual, corporate, partnership, and fiduciary returns, information returns (1099s), and business property tax — prepared and filed from a year of records that already agree with each other, because the planning happened first.
Ashley A.’s nonprofit filing was finalized "in plenty of time before the due date" — on a short deadline.
A defined method, not a shrug: reconcile every balance-sheet account to its supporting documentation, record the adjustments, and rebuild statements you can trust. Her own warning is why it matters: "Relying on inaccurate financial statements can be disastrous."
Dave D. "struggled to keep own books and prepare my taxes" — now "thorough and on time."
Monthly, quarterly, or annual financial statements, kept current by the firm — in her words, the firm can "take over the financial function of your business so you increase your shareholder value and make your business thrive," while you focus on growing it.
Mahavir G.: financial records for each of his investment properties are "always up to date."
CFO-level thinking without a CFO hire — in her words, "easily scale your finance department as your needs change." Forecasts, pricing and hiring decisions, and a CPA who has managed tax at a larger firm reading your numbers with you.
Michael W. runs several businesses and went through "many accountants and CPAs" before finding one who matched his pace.
Cash-flow forecasting, liquidity optimization, and cost-containment studies — plus business strategy work: your goals, the sequence to reach them, and the numbers checked at every step instead of once a year.
Rodney W.: she "suggested and recommended options for us to keep our company moving and growing."
Tax authority representation, problem resolution, and audits. A notice is not a conversation to have alone — anything you say becomes the record. Representation here is led by a former Tax Manager, and it stays in proportion: a credibility door for anxious moments, handled as process, not panic.
One of the firm’s published services — representation by the CPA herself, not a hand-off.
PROVEN HERE — IN CLIENTS’ OWN WORDS
Portfolio records per property, always current
Mahavir G.’s words
Several businesses, one CPA who keeps pace
Michael W.’s words
Deadline-driven filings, walked through step by step
Ashley A.’s words
QuickBooks and IRS basics, taught as she goes
Rodney W.’s words
Schedule My Free Consultation Not sure which one is you? That’s exactly what the free consultation sorts out.
Every CPA’s website says “trusted and experienced.” This is what working with this one actually looks like as a sequence — built from the process the firm already publishes: quarterly planning, year-round meetings, a defined clean-up method, and a secure client portal. Three steps. The first one is free, and what it produces is yours.
Step 1 · Free
Your position and your books are reviewed by the CPA herself. If clean-up is needed, it is scoped honestly, with the method spelled out — reconcile every balance-sheet account to its documents. You find out exactly where you stand, possibly for the first time.
Step 2 · All year
Quarterly tax-planning meetings, with your books closed monthly or quarterly in between. Estimates are set from real numbers, not guesses — and when the rules change mid-year, you hear about it from your CPA first, not from a headline.
Step 3 · Filing season
Returns are prepared and filed from a year of records that already agree with each other. No scramble, no surprise balance — and next year’s strategy starts in the same meeting, while it can still change the outcome.
And trust what they say. Monthly closes and reconciled accounts mean the numbers you decide on are the numbers you actually have.
Quarterly planning sets your estimates from real figures while there is still time to act on them. April becomes a formality — not an ambush.
From the CPA who knows your business — not a ticket queue. Responsiveness is the word her clients reach for, in their own words, again and again.
KARBON FOR CLIENTS
The firm’s own client portal, in its own description — transparency is part of the service, not a feature list.
No surprises come tax time — because we planned for it all year.
These testimonials were published by the firm itself — on a page about its ethics, where almost nobody looking for proof would ever find them. They belong here. Every word below is a client’s own, with the name exactly as the firm publishes it.
“Deziree has been amazing to work with and has far exceeded my expectations. Deziree’s follow up and follow through is exceptional and she is always reliable and responsive. I have several businesses and have had gone through many accountants and CPAs over the years searching for someone who can match my work ethic and expectations and finally was lucky enough to find Deziree… Deziree executes all tasks on time without reminders and she always gets it done!”
Real-estate investor
“I have a large portfolio of Investment Properties. Deziree maintains the Financial Records for each of these properties and makes my life so much simpler. My records are always up to date… Deziree is knowledgeable of Quick Books processing and IRS rules and regulations and always provides support in these areas with a Smile. We will continue to recommend Deziree’s service to fellow business associates.”
Startup founder
“Deziree has been amazing helping us to start up our company. Any time I have a question about QuickBooks or IRS information for our business she does not hesitate to help and walk me through every step. Especially since COVID she has suggested and recommended options for us to keep our company moving and growing! … she is always available and quick to respond and help.”
Small-business owner
“Deziree has been my tax advisor ever since I started a business… she has always been responsive, thorough, and professional! … Deziree would actively send me regular updates about SBA and PPP loan programs, provides guidance and tax planning to help me navigate through this chaotic time and help my business stay afloat. Trust is a big word to say but I truly trust Deziree with her work and as my tax advisor.”
Owner whose books were a struggle
“As a small business owner, I struggled to keep own books and prepare my taxes. I was so lucky to find Deziree who does book keeping and tax work. The best advice she has provided me is to keep my business separate from my personal life and to prepare my business for sale down the road. You will find her services thorough and on time.”
Nonprofit, on a short deadline
“I was in need of needing taxes filed for a non-profit. Deziree was conveniently available every step on the way… From walking me through how getting bank transactions uploaded into Quickbooks, reconciling the bank accounts to getting the necessary payments and paperwork out. We were on a short deadline and Deziree was able to get things finalized in plenty of time before the due date. Deziree was professional, timely and responsive in every step of the way. Her fees for service are reasonable for the exceptional work she does.”
Clients for three years
“Deziree has been our accountant and tax advisor for 3 years and we have nothing but fantastic things to say about her. As small business owners, Deziree has provided us with expertise, responsiveness and personal attention that went way beyond our expectations. She has helped us with tax planning, filing, and advice. We have confidence in her accounting and tax work and would recommend her to any individual and business to be their accountant and CPA.”
Clients who stay, and say so: three-year clients who “have confidence in her accounting and tax work” — and an investor who closes his testimonial with “we will continue to recommend Deziree’s service to fellow business associates.”
Start with the free consultation — your position reviewed by the CPA herself, your books assessed honestly, your next four quarters sketched. Yours to keep either way.
Schedule My Free Consultation Free · With the CPA herself · No obligation
Deziree Bautista is a California-licensed CPA with over ten years of tax and accounting experience — including years as a Tax Manager at a Sacramento firm, preparing and reviewing tax returns and reviewing and compiling financial statements, before she relocated and established her own practice in the East Bay in 2019. She works with businesses, individuals, and non-profit organizations, and describes her own method plainly: “building relationships to create a mutual sense of trust.”
“The only way to do great work is to love what you do.” — Steve Jobs, the line Deziree chose to head her own Ethics of Doing Business page
Boutique never means “one person and a laptop”: the firm staffs two to four accountants (its Gusto partner profile), runs its team 100% remote, and hires for depth — its careers page lists roles from Tax Staff Accountant to a CPA-licensed Senior Tax Accountant, plus an administrator reporting directly to Deziree. Small enough to know your business; built enough to never be the bottleneck.
Schedule My Free Consultation Call (925) 232-1098
Free consultation. You talk with the CPA herself — not a salesperson. Your findings are yours to keep either way. No obligation, and no judgment about the state of your books.
You own a business (or several), hold investment properties, run a nonprofit, haven’t heard from your accountant since April — or your books are behind and you want them not to be.
You want the cheapest one-time return in town. That’s a different service — and it costs more later than it saves now: in surprise bills, guessed estimates, and a year of decisions made on numbers nobody checked.
Free consultation. The CPA herself reviews your position, and your findings are yours to keep either way. No fee. No obligation.
Schedule My Free ConsultationDeziree reviews your current position herself — where your taxes stand, where your books really stand, and what the next four quarters should look like: estimates, deadlines, planning moves. If your books need clean-up, you hear that honestly, with the scope spelled out. You leave with a written scope and fee for anything further — and the findings are yours to keep even if we never work together.
There is no "too bad" — clean-up is a named service here, with a defined method: reconcile every balance-sheet account to its supporting documentation and record the adjustments, so your statements become something you can trust again. Deziree’s own warning is the reason it matters: "Relying on inaccurate financial statements can be disastrous." Dave D. arrived struggling to keep his own books and prepare his taxes; he describes the result as "thorough and on time." Nobody here will make you apologize for the pile — we reconcile it.
Yes — and it is more routine than people expect. The clean-up method above is exactly how a mid-year switch gets untangled, and new clients are set up on the firm’s secure Karbon portal as part of onboarding, so documents and deadlines move over in an organized way. Waiting for a "clean" January is how another year of surprises gets booked. The consultation is where we map your switch.
Honestly: there is no published rate card, because the fee follows the work your situation actually needs — a single-entity owner and a multi-business portfolio are not the same engagement. What we can promise is the order of operations: the consultation is free, and your scope and fee are quoted in writing after it, before you commit to anything. As one nonprofit client put it, in her own words: "Her fees for service are reasonable for the exceptional work she does."
No. The firm is based in Concord and rooted in the East Bay, and it works remotely as a matter of design — its partner profile lists remote services and accepting remote clients, and its own team works 100% remote. If you can get on a video call and upload to a secure portal, geography is not a barrier.
Deziree Bautista, CPA leads the work, with a small CPA-led team of accountants behind her — the firm’s partner profile puts it at two to four accountants on staff. You are never handed to an anonymous queue or a call center; the person whose name is on the firm is the person who knows your business.
Through Karbon for Clients, the firm’s secure portal: an encrypted account set up for you as a new client, where you can exchange sensitive information and access your account 24 hours a day, 7 days a week. Tax documents do not belong in email attachments, and here they never have to be.
Yes — Audit Defense is one of the firm’s published services: tax authority representation, problem resolution, and audits. A notice is not a conversation you should have alone, because anything you say becomes the record. Deziree is a former Tax Manager; representation is led by someone who has managed tax work at a larger firm. Bring the notice to the consultation and we will tell you plainly where you stand.
A client who went through many CPAs before this one put it in eight words: “she always gets it done.” Books, planning, filings — one CPA-led team, all year. Findings before fees.
QUARTERLY PLANNING · BOOKS THAT STAY CLEAN · FINDINGS BEFORE FEES
This is the firm’s own scheduling form — the same one behind every Schedule button on bautistacpa.com. Here’s what happens next: Deziree reviews your position with you, sketches your next four quarters, and puts your scope and fee in writing. Yours to keep either way.
Nothing changes until you book. Every quarter after it gets calmer.
Prefer to talk first? Call (925) 232-1098 or email [email protected].
Deziree Bautista, CPA · Concord, CA 94521
