OVERVIEW:
 
Our firm offers a complete array of Tax Preparation and Accounting services and we will work closely with you to help achieve your financial goals.
 
TAX SERVICES:
 
I offer a full range of tax preparation and tax planning services. I will work with you year round if necessary to minimize your total tax burden. I prepare the following tax preparation:

Individual Federal & State Tax Preparation, including multi-state filings.
Partnership Tax Preparation.
Corporate Tax Preparation, both “C” & “S” Corporations, including multi-State.
Limited Liability Company Tax Preparation.
Non-Profit Organization Tax Preparation.
Fiduciary/Trust Tax Preparation.
Estate Tax Preparation.

BOOKKEEPING/ACCOUNTING SERVICES:
 
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank reconciliation, budget forecasting, payroll services GAAP-compliant financial statement’s, etc. We can either define your current accounting systems or set you up on QuickBooks and Peachtree accounting software systems.
 
INCORPORATION SERVICES:
 
Over the last ten years, we have been incorporating clients in several states (California, Nevada, Wyoming, etc.). Clients can usually minimize personal tax burden by incorporating themselves. Our firm offers a full range or incorporation packages, from basic incorporation to a “start to finish” package. I strive to set-up clients and match them to a product that is both practical and cost effective. My goal is to make sure that whatever type of business entity you choose, it will fit your needs and expectations.
 
IRS AND STATE/LOCAL REPRESENTATION:
 
I have represented clients for the last 20 years in regards to various government enquires. My firm handles exams for all government agencies. This includes IRS, Franchise Tax Board, Employment Development Department, State Board of Equalization and State Fund for workman’s compensation issues. I handle correspondence issues from each of the government agencies, payment arrangements, offer in compromise matters, and general inquires for different requests.
 
OTHER SERVICES:
 
Federal and State identification number filing.
Estimated tax payment analysis.
Computer accounting system set up.
Manual bookkeeping systems.
Corporate meetings for federal/state compliance.
Depreciation rules and compliance.
Tax planning.
Legal service referrals.
Payroll services for employee versus independent contractor applications.