Services

Bookkeeping & Accounting​

We provide ongoing bookkeeping and accounting support to keep your financial records accurate, organized, and current.

Financial Statement Preparation​

We prepare clear and reliable financial statements based on your accounting records, helping you better understand your company’s financial position and performance.

Sales & Use Tax

We assist businesses with sales and use tax registration, return preparation, filing, and ongoing compliance, including multi-state requirements.

Payroll Services​

We provide payroll processing and payroll tax reporting assistance, including quarterly and annual payroll filings, to help businesses stay accurate and compliant.

City Business Tax

We assist businesses with city business tax registrations, renewals, and filings to help maintain compliance with local requirements.

Business Property Tax

We assist businesses with the preparation and filing of business property tax statements to help ensure accurate and timely compliance.

QuickBooks Accounting Assistance

We provide QuickBooks setup, accounting assistance, troubleshooting, and ongoing support to help businesses maintain accurate and organized financial records.

Personal Financial Statements

We prepare personal financial statements for individuals and business owners for lending, financial planning, and other business or personal needs.

Individual Tax Services​

We provide comprehensive individual tax preparation services, with a focus on accurate filings, tax compliance, and identifying available tax-saving opportunities.

Business Tax Services​

We prepare federal and state tax returns for corporations, S corporations, partnerships, LLCs, nonprofit organizations, and retirement plans. We help businesses and organizations meet their filing and compliance requirements accurately and on time.

Estate & Trust Tax Services​

We provide tax preparation and compliance services for estates and trusts, helping fiduciaries meet their filing obligations accurately and on time.

IRS Audit Representation

We represent individuals and businesses before the Internal Revenue Service and assist with responding to audit inquiries, documentation requests, and other tax examination matters.

Franchise Tax Board Audit Representation

We assist and represent clients in California Franchise Tax Board examinations and related state income tax matters.

EDD Audit Representation

We assist businesses with California Employment Development Department audits involving payroll, worker classification, and employment tax matters.

CDTFA Audit Representation

We assist businesses with California Department of Tax and Fee Administration audits involving sales and use tax and related compliance matters.

Workers’ Compensation Audit Assistance

We assist businesses with workers’ compensation audits by helping organize and review payroll, accounting records, and other requested documentation

Business Formation & Entity Selection​

We assist clients with selecting and establishing the appropriate business structure, including corporations, S corporations, partnerships, and LLCs, based on their business and tax needs.

New Business Setup

We assist new businesses with accounting system setup, tax registrations, payroll setup, and other financial and compliance matters needed to establish their operations.

Business & Financial Consulting

We provide practical accounting and financial guidance to help business owners understand their financial information, evaluate business decisions, and address operational and financial matters.