Services

Individual Tax Services

Individual Tax Return Preparation

Responding to IRS and California FTB Notices

Tax Consultation and Planning

Business Tax and Bookkeeping Services

Business Entity Selection
Excited to start your business but unsure whether you should set up a corporation or partnership? We help you compare the advantages and disadvantages of each.

Bookkeeping
We prepare monthly Profit & Loss Statements, Balance Sheets, and Bank Reconciliations.

Tax Form Preparation and Filing
We can help with monthly and quarterly Payroll and Sales Tax Returns

Business Tax Planning
Within our scope, we strategize for business growth through year round financial planning at no additional cost.
We keep our clients informed of tax law changes to ensure the maximum legal deductions for their business.