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Catalyst Family Office

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Tax Preparation Services
Catalyst Family OfficeMountain View, CA

Additional Information

Catalyst Family Office serves as a family CFO providing fully integrated and comprehensive family office services for Silicon Valley's accomplished innovators for over 25 years. They manage wealth complexity through tax planning, estate planning, philanthropy, concierge services, and investment integration.

CPAAmerican Institute of CPAsCalifornia Society of CPAs

Specializes in

Multi-family office servicesUltra-affluent familiesMulti-generational planningPre-IPO liquidity planningStock option taxationWealth transfer strategies

Services

Tax Planning & ComplianceIncome, trust, gift and estate structuring, planning, and complianceMulti-year strategic tax planning and projectionsTax examination management and representationPhilanthropy & Legacy PlanningCharitable entity structuring and designGrant recommendations and administrationFoundation governance and board supportEstate & Wealth Transfer PlanningWealth accumulation, preservation and distribution strategies+14 more

Established over 25 years ago · Serving Silicon Valley, Palo Alto

Additional information extracted from the firm's public website. Last updated: September 11, 2026

Contact Information

Phone: 6502105122

Website: https://catalystfamilyoffice.com

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Frequently Asked Questions

How much does a bookkeeper cost in Mountain View?

Freelance bookkeepers: $25–$50/hour. Professional bookkeeping firms: $40–$80/hour. Monthly packages for small businesses: $300–$800/month depending on transaction volume. Payroll add-on: $50–$150/month. Year-end prep: $500–$1,500 one-time. Always ask what's included.

What's the difference between a bookkeeper and an accountant?

Bookkeepers handle daily financial records: data entry, reconciliation, invoicing, payroll. Accountants provide higher-level services: tax strategy, financial statements, CRA audits, business advice. Most small businesses need a bookkeeper year-round and an accountant for tax season.

When should I hire a bookkeeper?

Hire a bookkeeper when: you're spending 5+ hours/month on books, you've missed a tax deadline, your records are behind, you're hiring employees (payroll), or your business revenue exceeds $50K. The cost of a bookkeeper is almost always less than the cost of mistakes.

Do bookkeepers need certification?

No certification is legally required, but look for CPB (Certified Professional Bookkeeper) from the Canadian Institute of Bookkeeping, or QuickBooks ProAdvisor / Xero Certified. These demonstrate training and competency. Always ask about their experience with businesses like yours.

Can a bookkeeper do my taxes?

Bookkeepers can prepare and file simple tax returns (T1, T2, HST/GST). For complex tax situations — corporate restructuring, tax planning, CRA audits, international tax — you need a CPA. Many bookkeepers partner with accountants and can coordinate your year-end seamlessly.