• Tax returns for individuals, corporations, LLC’s, partnerships, trusts and estates
  • Planning and projecting tax scenarios in advance so as to have the most advantageous outcome for our clients.
  • Client Representation – This involves interacting with the Internal Revenue Service, Franchise Tax Board, Employment Development Dept and Board of Equalization on behalf of our clients. This includes audit representation and assistance with collection issues.
  • Bookkeeping – This includes set-up and choice of entity for new businesses and ongoing services to existing businesses. We “pick up where the client wants to leave off”. Most clients do their own daily bookwork (bills, deposits, etc). We then take that information at month-end or quarter-end, prepare the necessary adjustments and produce financial statements. We then review those financial statements with the business owner to be sure that they are aware of trends, tax implications or potential problems. We also offer payroll services and prepare payroll and sales tax returns.