We offer a wide range of
services to meet our individual
and business client’s needs.

Which means more personalized quality service. Simple.

Income Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

IRS and State Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Audit & Review Services for Small Business & Non-Profit Organizations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. We provide financial reporting on all three levels of assurance: Audit, Review and Compilation.

QuickBooks® setup, support and training

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.  We are also experienced Peachtree consultants.

Business startup services

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Monthly bookkeeping

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Sales Tax Reporting and Representation

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Business Personal Property Tax Reporting

Most businesses in California are subject to Business Personal Property tax. These are annual property taxes due on businesses assets such as machinery and equipment, furniture and fixtures, and computers. The annual return associated with this can be challenging. We can assist your company with the timely and correct preparation of your business personal property tax returns.

Payroll Reporting

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.