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Tax, Financial and Estate Planning
We can guide you through the complex process of getting your financial affairs in order. Whether the planning is for next year’s income tax, for a comfortable retirement, or to reduce estate taxes, we have the caring expertise to guide you.

Income Tax Preparation
We value the relationships with our tax clients that allow us to provide high-quality income tax compliance services. We offer taxation expertise in the following areas:

  • Individuals
  • Partnerships
  • Corporations
  • S-Corporations
  • Estates and Trusts
  • Not-for-Profit Organizations

Estate and Gift Tax Preparation
In addition to providing ongoing estate planning services, we can expertly take care of the compliance requirements related to estates and gifts. This specialized area of taxation requires specific expertise. We have accumulated many years of experience in this area and maintain our expertise through continuing education programs.

Accounting Services
Providing financial information to clients in a timely and accurate manner is a commitment that cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We provide a full range of cost-effective accounting services including:

  • Bookkeeping (monthly/quarterly/annually)
  • Accounting system setup for new businesses
  • Troubleshooting

Audits, Reviews and Compilations
We can assist in the preparation of financial statements in accordance with professional standards for your business. We provide financial reporting at three levels of assurance:

  • Audit - a thorough examination with the highest level of assurance
  • Review - analytical procedures and inquiry resulting in limited assurance
  • Compilation - based on information provided by client

IRS/FTB/BOE Representation
We are experienced and effective in dealing with the Internal Revenue Service, the Franchise Tax Board and the Board of Equalization. Our professional representation can save you needless headaches, stress and tax dollars.

Business and Computer Consulting
We can help you to identify areas within your business which are negatively affecting profitability and growth. We will help you develop solutions and provide strategies for growth. We can work with your staff to develop an accounting system, either manual or computerized (e.g. QuickBooks, MAS90), that works for your company.


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