Financial Services

Tax services

Our approach to our corporate, partnership, individual, and fiduciary tax preparation is to prepare your returns in the best-informed, most ethical manner possible, and to work with you year-round to address your questions as needed to plan a strategy that will minimize your tax burden.

We prepare income tax returns for clients throughout the United States and for expatriates, military, educators, non-profits and small business owners. We can provide a unique tax and financial planning service where we assist you in understanding your overall financial position by analyzing your net worth, how it is changing, and how that may impact your future tax and retirement goals and stratigies.

Under our tax services umbrella we provide the following services:

· Income tax returns. Individual, partnership, fiduciary, estate, non-profit and corporations.

· California sales and use tax.

· Payroll tax returns.

· Past due taxes and working with tax authorities to devise fair payment plans.

· Choice of entity. We can assist you in setting up your new business entity.

Accounting and financial management services -

We have extensive experience in providing CFO and controllership services to small business. Many of our clients have outsourced this function to us as they are able to take advantage of our experience and knowledge at an affordable price. Our approach to providing this service doesn’t just focus on a monthly financial statement or getting the books closed, but instead, allows you to focus on doing what you do best - running your business, raising funds for your non-profit, or motivating and managing your staff. With our background and experience we can focus on traditional CFO and controller functions such as HR issues, risk management, new systems, payroll, budgeting and strategic planning. As part of our CFO and Controllership practice we can address the following:

· Cash flow and budgeting.

· Financial analysis – what if planning, capital budgeting.

· Merger and acquisition due diligence.

· Projections.

· Business restructuring.

· Turnkey operation of your financial management function.

Traditional CPA services-

We can also provide to you traditional CPA services. We can provide compilation and review services in and certain circumstances audits and other limited scope services. If you require audited financial statements for your business we can provide to you a reference to other CPA firms that we have worked with in the past.

· Compilations and reviews.

· Personal financial statements and special purpose reports for lenders, etc.

Accounting systems

We also can provide to you several options for lower cost cloud based accounting system or traditional in-house systems. These can be provided as part of our CFO practice or we can provide a software solution directly to you for your use. We also participate in Quickbooks ProAdvisor program and can assist you here or provide to you a hosted Quickbooks solution. These solutions are offered at discount to you if you are an accounting services or income tax client.