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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 opportunities.

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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 you prosper.

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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 personal income tax returns - allow my experienced and knowledgeable staff to help you through this challenge and to a favorable result.

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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 your needs.

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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 authorities. Taxing authorities are after delinquent and non-filing taxpayers and want what is owed the agency.

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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

May 2019

With tax season in the rear view mirror, it's full speed ahead into tax planning season. While it's important for everyone to have a tax roadmap, there are key situations that require extra attention so you can avoid a major tax pothole. This issue includes lessons to learn from some high-profile tax scandals, sneaky vacation costs that can ruin your vacation, and an inside look at some key characteristics of a great bookkeeping system.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them. Read more

April 2019

Tax day is upon us! As we tie a bow on the first tax season using the new tax laws, here's a fun tax quiz you can use to impress your friends with some quirky state tax knowledge. This issue also includes handy metrics to track your business performance, tips to help you decide if you should buy or lease your next vehicle, and five big questions people are asking as the tax deadline approaches.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them. Read more

March 2019

Tax season is in full swing. Early reports from the IRS indicate that, on average, refund amounts are down compared to last year. If this is you, the first article lays out some reasons for the change. This issue also includes a warning to business owners to file their taxes on time, tips to keep your monthly bills in check, and some exciting board games to try.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them. Read more

February 2019

All systems go for tax season! Filing season kicked off on Jan. 28 and tax returns are pouring into the IRS. Now that the IRS is accepting tax returns, fraudsters are actively seeking out taxpayer information to file fake returns and claim fraudulent refunds. Please review the tips for how to protect yourself from these scammers. This issue includes remedies for common financial mistakes, tax-free benefit ideas you can offer your employees, and five things every high school senior should know.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them. Read more

January 2019

The new year is upon us! As you finish cleaning up the champagne glasses and confetti, now is the time to start thinking about your tax preparation plan. This issue is packed with useful information including tips to receive a faster refund. In addition, there are ideas to manage cash flow for your business, things to consider when living with a smart speaker, and age-appropriate suggestions for teaching your children how to handle financial matters.Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them. Read more