Our Services

Is your business a start-up, on a roll or in transition?
We’ve got you covered.

  • Accounting Services

  • Business Consulting, including Entity Type Selection and Transitions

  • Business Tax Planning

  • Consultations for Individual Withholdings and Tax Planning During Life’s Transitions

  • Financial Statement Preparation

  • Individual Income Tax Preparation

  • IRS and FTB Installment Agreements

  • IRS, FTB, EDD and CDTFA Communication and Representation

  • Non-Employee Compensation Reporting

  • Payroll Services and Returns

  • Personal Property Tax Returns

  • QuickBooks Set-up, Training and Accounting Support for Desktop and Online

  • Sales Tax Returns

  • Tax Planning for Acquisitions and Sales of Businesses

  • Trust and Non-Profit Returns