Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Scotts Valley
Founded in 1967, we have dedicated over five decades to empowering small business owners with strategic tax and business solutions. Our expertise spans accounting, payroll processing, entity formation, and IRS representation, tailored to meet the unique needs of each client. With a focus on minimizing tax liability and maximizing compliance, we serve businesses across California's Central Coast and beyond.Our team combines deep industry knowledge with personalized service, offering free consultations and ongoing support to ensure long-term success. As a trusted partner, we prioritize clear communication and proactive guidance to help clients navigate complex financial landscapes with confidence.
Services
Tax Preparation
Payroll Processing
Financial Statements
Business Setup
QuickBooks Services
Entity Formation
IRS Representation
Contract Review
Compliance Program
Audit Support
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of specialized expertise in small business accounting and tax strategy
- Our tailored compliance program ensures timely filings at lower costs than competitors
- Dedicated payroll specialists provide personalized service with consistent expert support
- On-staff tax attorney offers direct IRS/FTB representation and audit defense services
- Free initial consultations help businesses make informed decisions about entity formation
What people say
Professional and knowledgeable
Patient and good explanations
Helped save money
Exceptional service
Reduced tax anxiety
Services
Tax Preparation
Our tax preparation services help businesses minimize liability while ensuring compliance with federal and state regulations. We provide timely filings to meet deadlines and offer strategic advice to optimize financial outcomes. With expertise in complex tax situations, we help clients avoid penalties and interest through proactive planning and accurate reporting.
Payroll Processing
We manage complete payroll solutions including wage calculations, tax deductions, and regulatory filings. Our dedicated specialists ensure accurate and timely payments while maintaining compliance with changing labor laws. Clients receive personalized support and audit-ready documentation to streamline business operations and reduce administrative burdens.
QuickBooks Services
Our QuickBooks experts provide comprehensive financial management solutions including setup, reconciliation, and reporting. We simplify complex accounting processes and deliver clear financial insights through customized dashboards. Services include profit/loss statements, balance sheets, and accounts payable/receivable management to support informed business decisions.
Entity Formation
We guide clients through optimal business structure selection and formation including LLCs, S-Corporations, and C-Corporations. Our services include compliance management, EIN registration, and fictitious name filings. We help protect personal assets while ensuring tax-efficient structures that meet long-term business objectives through personalized 1-hour consultation sessions.
IRS Representation
On-staff tax attorney provides direct representation for IRS and state tax issues including audits, notices, and debt resolution. We negotiate settlements and implement compliance strategies to protect businesses from financial penalties. With direct IRS/FTB communication channels, we deliver cost-effective solutions for complex tax problems while maintaining strict regulatory compliance.
People
Andrew Danner
Tax Attorney
Specializes in tax law with expertise in IRS representation, audits, and entity formation. Provides legal counsel for business compliance and tax dispute resolution.
Berkley
Accountant
Certified tax professional with extensive experience in small business accounting. Specializes in tax preparation, entity selection, and financial strategy for business growth.
Lara Carney
Payroll Specialist
Manages payroll operations with focus on tax compliance and regulatory reporting. Provides personalized payroll solutions tailored to business size and payment schedules.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll processing, QuickBooks management, financial statements, and IRS representation tailored to small business needs.
Do you serve businesses outside California?
While based in Scotts Valley, we serve clients nationwide through virtual consultations and remote accounting support services.
Can you help with business entity selection?
Yes, our tax attorney provides free consultations to recommend optimal business structures and handles complete entity formation processes.
What payroll services do you offer?
We manage payroll processing, tax deductions, garnishments, and compliance filings with personalized support from dedicated specialists.
Do you offer free initial consultations?
Yes, we provide complimentary consultations to discuss tax strategies, business formation options, and accounting solutions.
How do you handle IRS tax issues?
Our on-staff tax attorney provides direct IRS representation, audit defense, and debt resolution services to protect business interests.
