If you’re looking for a firm that will focus on your individual needs, and always treat you like a customer who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Whether you need quality financial planning, tax preparation, or small business services, we’ll thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Planning & Preparation

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, and estate planning. Tax preparation is one of our most popular services because we can lend an experienced, professional eye to your tax return and ensure that you get the highest return possible. We welcome the opportunity to work with both businesses and individuals.

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Business Entity Selection

The "choice of entity" decision is one of the most important decisions facing those who own and operate their own businesses. There are several forms to choose from, each of which has its different legal and tax consequences. Let us help guide you through this critical decision.

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Payroll Services

Payroll management can be difficult and complicated for business owners, as there are many laws and regulations to consider. When your business size increases, so does your payroll administration responsibilities. Our firm is experienced with both payroll preparation and implementation.

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Audit Representation

Audits can be a long, arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities, including the IRS (Internal Revenue Service), the FTB (Franchise Tax Board), the EDD (Employment Development Department), and the SBOE (State Board of Equalization).

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Bookkeeping is the recording of all financial transactions undertaken by an individual or organization. Our well-rounded accounting professional team will provide accurate, well-organized financial records to ensure that your business runs successfully.

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Sales Tax Services

Many businesses are responsible for sales taxes. We can assist your company with the preparation of sales tax returns in an efficient and timely manner.

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Business Consulting

Whether you need assistance with estate planning, business entity selection, or bookkeeping, our team of experienced professionals will be able to handle your accounting needs.

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Financial Statements

A financial statement is a formal record of the financial activities of a business, person, or other entity. Financial statements go hand in hand with other bookkeeping practices.

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Notary Public

The job of a notary is to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. We provide virtually any type of notary service.

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Financial Analysis

Financial statements are prepared to meet external reporting obligations and also for decision making purposes. They play a dominant role in setting the framework of managerial decisions. Our team of professionals can interpret your financial data in order to minimize financial liability.

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QuickBooks Training and Setup

Our team has vast experience to assist you with all levels of QuickBooks training, setup and ongoing support. We currently have clients using many different versions, including QuickBooks Online and Enterprise Solutions.

Call today to schedule an appointment!