Cornerstone Capital Systems

Specialties

Tax preparation, IRS debt resolution & Financial Services for people concerned about retirement. Serving the Bay Area for over 15 Years.

We provide comprehensive tax services and preparation for all. Tax prep services to meet the needs of both businesses and individuals. $ 25 discount for all new clients. Ask our Double-​Your-​Money-​Back Guarantee!

Open on weekends by appointment.

History

Established in 1996.

Our holistic and rigorous approach to taxes, finances, and investments has served the San Francisco Bay Area for over 15 years.

Meet the Business Owner

George E.

Business Owner

As a native Californian and veteran, I’ve built companies that serve local communities. I am a former Richmond Rotary Club president and former chair of the City of Richmond Revolving Loan Fund.

Financial certifications: Certified Financial Planner (CFP®), Certified Fund Specialist (CFS), Enrolled Agent (enrolled to represent taxpayers before the IRS), and Registered Investment Advisor (RIA). Member of the Financial Planning Association (FPA): The Practitioner Division, the National Society of Enrolled Agents (NSEA), the California Society of Enrolled Agents (CSEA), and a member of the the exclusive Million Dollar Round Table (MDRT®), the premier association of financial professionals. Member, American Society of Tax Problem Solvers.

Cornerstone Capital Systems currently manages over $ 25 million in assets.