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The intelligent business solution - not just outsourcing

Providing clear and effective translations on complicated financial and income tax matters to business owners and individuals seeking favorable execution and expectations on their fiscal and pecuniary affairs and transactions. The greatest attribute I can provide a client is personal service.

The online office brings financial services directly into your home or business enabling you to actively participate in your financial management. 

Please browse the pages of this site and feel free to email any questions, suggestions, or other feedback.  Visit often as current news impacting your financial situation will be outlined here.

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Our Services

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Software Consulting and Support

Solutions for any business using computerized accounting, bookkeeping and related applications software or wanting assistance with inital set-up. Most popular software packages used today are often underutilized or misunderstood, this creates wasted oppor

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Bookkeeping

Complete bookkeeping and record maintenance services to meet your special needs. The objective is to relieve you of the biggest headache every business owner has in their office - accounting, while providing you with useable financial information to help

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Individuals

Federal and multi-state income tax returns with supporting documentation and schedules for proper filing. Piecemeal tax laws, late-breaking changes and last-minute or unavailable income tax forms add to the increasing complexity in preparing your persona

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QuickBooks Consulting and Support

Ideal solutions to customize QuickBooks for your business. We support QuickBooks Simple Start, Pro, Premier and Enterprise Solutions Editions for Contractors, Nonprofits, Retailers, Manufacturers, Professionals, and Wholesalers & Distributors.

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Compiled Financial Statements

Monthly, quarterly and annual Balance Sheet and Statement of Operations are prepared accurately and timely for a broad range of clients. Creditors, lenders, owners, and private investors use this service to gauge the financial success of the business.

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Corporate, Partnership, LLC

Business income tax returns prepared for calendar or fiscal year taxpayers.

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Accu-Build Consulting and Support

Customizing your construction software to meet your internal accounting duties and functions.

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Reviewed Financial Statements

Engagements to perform review services of financial statements are required in obtaining construction bonds, financial assistance, business owners measurement of success, third party requirements, and related needs.

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Estates & Trusts

Grantor Trusts, Probate Estates, Simple Trusts, Complex Trusts, Disability Trusts.

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Exempt and Not-For-Profit Organizations

Charities, Churches, Non- Profits, and Religious Organizations.

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Entity Structuring

Assisting and helping choose the right structure for your business.

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Audited Financial Statements

Engagements with private companies to audit their financial statements is the highest level of service for a CPA.

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Financial Planning

Full service Financial Planning for future goals.

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Payroll and Complementary Services

Reliable and timely computerized payroll service packages custom tailored to your special needs. As a CPA firm, we are able to combine accounting skills with the accuracy of the computer to provide your company a complete payroll system consistent with yo

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Tax Planning

Year round and long term income tax planning and management services.

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Representation in Tax Examinations

Being a CPA, I have the essential knowledge required to enter the tax problem resolution arena, I am permitted to represent taxpayers before the Internal Revenue Service and other taxing authorities. Assisting with IRS, FTB, EDD, BOE and other taxing auth

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Business Valuations

Establishing the proper value of a small business.

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Sales Tax, Property Tax, License Renewals...

State, county and local permits and licenses filings and applications.

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NEWSLETTERS

September 2021

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear.Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial check-up, and becoming aware that inflation is with us and what you can do about it.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

August 2021

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans!This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these payments in this month’s newsletter.Also read about how to maximize your vehicle expense deduction if you’re a business owner, several things to consider when looking for your next banking relationship, and how to protect your privacy from companies spying on your every move.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

July 2021

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce your tax bill.There is also an article that provides some ideas on how to think about debt. Some of it is good, while other debt is bad. Plus, the IRS is turning up the heat on small business audits. All this and a fun article on what to expect in the future with hi-tech travel.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

June 2021

Do you know your net worth?Find out why knowing this number is one of the most important financial concepts you'll want to understand. If you own a small business, read about why you should consider hiring your kids for a part-time summer job.Also find out how a continuous 12-month forecast can help you better organize your finances and tax obligations, and take a look at some of the most popular podcast genres playing over the cyber airwaves today.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

May 2021

Tax day is finally here!To celebrate getting your tax return finished, test out your knowledge of tax history with our trivia quiz. Also read about some helpful hints that can make paying your bills less stressful.We also have some suggestions for how small businesses can help one another stay afloat until the entire economy returns to normal. Finally, read about some tips from the Federal Trade Commission on keeping your kids safe online.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more