Tax Preparation & Planning

  • Individual tax preparation and planning
  • Business tax preparation and planning for corporations, s-corporations, partnerships, limited liability companies, and sole proprietor-ships
  • Estate, gift and trust tax preparation and planning
  • Audit representation before the IRS, Franchise Tax Board, State Board of Equalization, and the Employment Development Department
  • Multi-state tax issues and planning

Accounting & Attestation Services

We perform accounting and attestation services for small to mid-sized companies including reviews and compilations of financial statements.

Business Consulting Services

  • Entity selection for your new business
  • Tax effects of entity choice

Business Valuations

We perform business valuations for closely held business interests for a variety of purposes including the sale of the business, marital dissolutions, and internal financial planning.

Bookkeeping & Payroll Services

  • Monthly/quarterly bookkeeping service
  • Bank reconciliation
  • Bill paying
  • Sales tax returns
  • Full service payroll processing including federal and state payroll tax reports