“How much should I be setting aside for taxes?”
You shouldn’t have to guess. Tax planning turns the guess into a number — decisions made throughout the year, so what you set aside is a plan, not a hope.
Tax Planning Services Ripon, California · Tax · Bookkeeping · Payroll
Minimize taxes. Improve cash flow. Actually understand your numbers.
We help business owners minimize taxes, improve cash flow, and gain a clear understanding of their finances to confidently grow their business.
Tax planning · Bookkeeping · Payroll · Tax return preparation — under one roof, all year.
- Our office
- 707 Doak Blvd, Suite M-3, Ripon
- Open
- Mon–Fri · 8:00 am – 5:00 pm
- Returns for
- Individuals · Businesses · Corporations · Partnerships
This might be you…
Three worries walk into our office more than any others.
Maybe you’ve wondered how much to set aside for taxes, felt blindsided by a tax bill, or struggled to understand your own finances. Each of those worries has a specific answer here — and it isn’t “try harder in April.”
“My tax bill blindsided me. Again.”
A bill surprises you when the year was never looked at. With planning through the year and books that are current, the number is expected long before it arrives — and shaped while shaping is still possible.
See the year-round rhythm“Honestly? I can’t read my own finances.”
That’s a bookkeeping problem, and it’s fixable. Clean, consistent bookkeeping — daily transactions through monthly statements — means you always know where your business stands.
Bookkeeping Services The Handoff · Our signature
One year. Two partners. Zero dropped handoffs.
Most businesses run their year as four disconnected errands — a bookkeeper here, a payroll scramble there, a tax return at the end. Ours runs as a relay: each month, one of us owns the baton, and it is never dropped between planning, books, payroll, and filing. Run the year and watch it change hands.
Jessica Sabeur Alvarado, CPA Jessica’s side · Planning & filing
Tax Return Preparation
Tax season opens — with a head start
Organizers go out and documents come in, but the real head start is already banked: last year’s books closed clean. Your return begins with everything in order.
Every month, underneath it all: Leslie closes the books · payroll runs on its beat · planning watches the quarters coming.
A general cadence, not a deadline calendar — your actual dates are set with us in your consultation.
Services
Four services. One team. Your whole year.
Nothing outsourced to strangers, nothing handed off and forgotten — the same two partners who plan your taxes keep your books, run your payroll, and file your returns.
Flagship service
Tax Planning Services
Plan ahead with confidence. We help you make smart, strategic decisions throughout the year to minimize surprises and keep more of what you earn.
Planning is where your tax bill is actually decided — not in April, when the return is just arithmetic on a year that’s already over. We look at your business while the year is still movable: what you’ve earned, what’s coming, and which decisions, made now, change what you owe later.
Plan Your Year — Schedule a ConsultationPlanning here means…
- Decisions throughout the year — not a single December scramble
- Set-asides with a number attached — you know what to hold back, and why
- Books that feed the plan — planning from current figures, not last year’s
- No surprises as a policy — the bill is expected before it exists
Bookkeeping Services
Stay on top of your numbers with clean, consistent bookkeeping. We keep everything organized and up to date so you always know where your business stands — from daily transactions through monthly financial statements, ready for tax time or business planning.
See the monthly closePayroll Services
From processing payments to handling filings, we make payroll simple and reliable. Your team gets paid on time, and you stay compliant without the hassle — payroll runs on its beat, every cycle, all year.
See the payroll beatTax Return Preparation
We take the stress out of tax season with accurate, timely preparation and guidance you can trust — returns for individuals, small businesses, corporations, and partnerships, with every deduction and credit you’re entitled to.
See filing season Meet the team
Two partners. One joined-up year.
The “joint” in our name is a working arrangement, not a word on a sign: two managing partners, each running her side of your year, handing the baton back and forth so nothing falls between them.
Jessica Sabeur Alvarado, CPA
Managing Partner
Jessica runs the planning and filing side of the practice — the side that decides what you owe long before a return is filed. The smart, strategic decisions made throughout your year, and the returns that land in season for individuals, small businesses, corporations, and partnerships, carry her standard: accurate, timely, and never a surprise.
Leslie Fontes
Managing Partner
Leslie earned her bachelor’s degree in liberal studies at California State University, Stanislaus, and brings years of hands-on bookkeeping and payroll experience with small businesses and growing teams. Ask her favorite part of the job and she won’t name a number: it’s the client relationships. Outside the office, she’s with her husband and their four kids — usually on the sidelines of a youth-sports game.
The welcome
Megan Bunting
Office Manager
Megan runs the office — she’s the voice that answers at (209) 599-8989 and the name in our inbox at megan@jointlegacytax.com. When you call or write, Megan is your first hello, and the reason appointments and details land where they should.
Visit us
707 Doak Blvd, Suite M-3
Ripon, CA 95366
Hours
Mon–Fri · 8:00 am – 5:00 pm
Sat & Sun · Closed
How it starts
From first call to a running year, in three steps.
Schedule the consultation
Pick your time on our schedule page, call (209) 599-8989, or write to megan@jointlegacytax.com. Meet us at our Ripon office or talk by phone — whichever fits your week.
Schedule a ConsultationMeet both partners
Bring the worries you walked in with — what to set aside, the bill that blindsided you, the reports you can’t read. We’ll talk through where your numbers stand today and map the year your business actually needs.
The relay starts
Books, payroll, planning, and filing begin running as one cadence — each month owned, each handoff clean. You stop chasing four errands and start watching one year, handled.
See how the year runs Questions, answered straight
Before you ask, here are the answers.
What services do you offer?
Four services under one roof: tax planning, bookkeeping, payroll, and tax return preparation. Planning makes smart, strategic decisions throughout the year; bookkeeping keeps everything organized and up to date; payroll processes payments and handles filings; and when tax season comes, your returns are prepared from records that are already in order.
Who do you prepare tax returns for?
Individuals, small businesses, corporations, and partnerships. We take the stress out of tax season with accurate, timely preparation — and because we keep your books all year, your return is built from records we already know, with every deduction and credit you’re entitled to accounted for.
Do you only work during tax season?
No — tax season is just the loudest month. Your books close every month, payroll runs on its beat all year, and tax planning happens throughout the year, while decisions can still change the outcome. By the time a return is due, most of the work has already been done calmly.
Where are you located, and when are you open?
You’ll find us at 707 Doak Blvd, Suite M-3, in Ripon, California. We’re open Monday through Friday, 8:00 am to 5:00 pm, and closed on weekends. You can also reach us any time at (209) 599-8989 or megan@jointlegacytax.com.
How do we get started?
Schedule a consultation — that’s the door everything starts through. You’ll meet the partners, talk through where your numbers stand today, and map what your business needs across the year: planning, books, payroll, and filing. Call (209) 599-8989 or write to megan@jointlegacytax.com if you’d rather start that way.
Who will actually do the work?
The people whose names are on the door. Jessica Sabeur Alvarado, CPA, our managing partner for planning and filing, and Leslie Fontes, our managing partner for books and payroll, run your year between them — and Megan Bunting, our office manager, keeps the office, the calendar, and the details moving.
Ripon, California
Let’s Make Your Numbers Work For You.
Minimize taxes, improve cash flow, and gain a clear understanding of your finances — with a team that runs your whole year, not just your tax season.
Joint Legacy Tax & Accounting
707 Doak Blvd, Suite M-3
Ripon, CA 95366
Phone: (209) 599-8989
Email: megan@jointlegacytax.com
Hours: Mon–Fri · 8:00 am – 5:00 pm
Sat & Sun · Closed