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Sarah Lockhart

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Tax Preparation Services
Sarah LockhartOakland, CA

Additional Information

Tax preparation and bookkeeping services operated from a home office in Oakland. Offers tax return preparation, bookkeeping for nonprofits and small businesses, and workshops on tax and financial organization topics.

Registered Tax Return Preparer with the IRSCalifornia Tax Education Council (CTEC) licensed

Specializes in

individual income tax returnspartnership and S-Corp business returnsnonprofit tax-exempt organization returnsnonprofit bookkeepingsmall business bookkeeping

Services

tax return preparationbookkeepingconsultingworkshops and presentations on tax issuesfinancial organization and accounting systems for artists and collectives

Established 2005 · Serving Oakland

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

Contact Information

Phone: 510-499-4952

Website: sarahellco.com

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Frequently Asked Questions

How much does a bookkeeper cost in Oakland?

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.