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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

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

April 2021

Welcome to the craziness that is the 2020 tax filing season!Because the IRS is still playing catch-up from last year, in addition to new tax laws passed in the middle of this year's tax filing season, the April 15 individual tax return deadline was moved to May 17. Read about how these new tax laws affect both your 2020 and 2021 tax returns.Also read about extended tax breaks for businesses, along with creative ways to do something nice and unexpected for someone else.Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

March 2021

Spring is almost here!With April 15th right around the corner, get answers to common tax questions in this month's newsletter. Also included is a look at how bank reconciliations still play an important part of your financial health and a reminder to every small business owner to classify their workers correctly or pay a heavy price with the tax authorities. Also review the resurgence of classic board games and explore some newer games that are great for family and friends.Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more

February 2021

As the tax filing season gets underway, now is a great time to review some tips to help ensure your tax return is processed without a delay. Also included are reminders of some surprising tax situations this year because of the pandemic. For small businesses there are some organizational hints that seem to work and a thoughtful article for all of us to consider about how we tend to undervalue the worth of our personal identities.Please call if you would like to discuss how this information could impact your situation. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more