Our Services
Explore our service areas and product line.
Accounting Services
Bookkeeping/Jnls,General Ledger
Complete Bookkeeping Services for Small Businesses.
Financial Statements/Compilations/Limited Reviews,etc
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services/WC Insurance Consulting
Total Payroll Services for Small Business Clients.
Tax Preparation Services
Individuals/Special & Complex/Non Residents/All States
Tax Returns and Filing instructions have been prepared for 1000's of individual clients each year.
Business Tax Returns/Sole Prop,Partnership,Corporation,LLC,Trust,Estate,Gift,etc.
A variety of Small Business Tax Returns are prepared each year.
Tax Planning/Former IRS Revenue Agent
Long Term, Annual and Mid-Year Tax Planning and Tax Forecasting Services.
Other Services
Real Estate Financing (SFR,Units,Multifamily)
CPA/Real Estate Broker
Audit Representation/IRS,EDD,FTB,SBE,WComp,etc
My audit experience and training with the IRS, Deloitte & Touche, a Big 4 CPA Firm, and as an Internal Auditor for Domestic and International Operations for the Walt Disney Co.
Paralegal/Notary Public
Did you know that a CPA is required by law to be well educated in Business Law, 1/4 of the CPA Exam Covers Business Law. I Have many clients who are attorneys.
Business Valuations/Sale or Purchase of Business
Establishing the proper value of a small business.