Business Details
49 Years
experience
Trusted Accounting and Tax Services Since 1977
I provide top-quality, client-oriented accounting and tax services, prioritizing my clients' best interests while remaining responsive to their questions and needs. With over 45 years of experience conducting business as a Certified Public Accountant (CPA) since 1977, I first spent 12 years with a multi-office firm before operating independently, offering broad expertise in accounting, financial reporting, and taxation. My practice focuses on small to medium-sized businesses operating as C Corporations, S Corporations, sole proprietorships, partnerships, LLCs, and non-profits, complemented by financial and tax support for business owners to maximize planning opportunities.I hold a CPA license in California (License #25173E), am a member of the American Institute of Certified Public Accountants (AICPA), and participate in the AICPA Peer Review Program to ensure quality assurance. By combining knowledgeable professional service with focused individual attention, clients benefit from personalized solutions without the typical costs associated with larger firms.
Services
Accounting Services
Financial Reporting
Tax Preparation
Tax Planning
Budgeting
Employee Training
Financial Statements
Consulting Services
Multi-State Tax Filings
Non-Profit Tax Services
Details
- Year established: 1977
Highlights and features
- Over 45 years of experience in accounting and tax services.
- Tailored solutions for small to medium-sized businesses.
- Certified Public Accountant licensed in California.
- Comprehensive financial and tax support for business owners.
- Participant in AICPA Peer Review Program for quality assurance.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- QuickBooks Pro Advisor
Services
Accounting Services
We maintain your general ledger on our accounting systems, review internally prepared accounting, advise on adjustments, and train your staff on accounting issues. Our expertise ensures accurate financial records using sophisticated software, tailored for small to mid-sized businesses.
Tax Preparation
We prepare income tax returns for individuals, corporations, partnerships, trusts, and non-profits, including property tax affidavits and multi-state returns. Our services ensure compliance while optimizing tax-saving opportunities for diverse business structures.
Financial Reporting
We prepare compiled or reviewed financial statements for clients and third parties. Our reports provide clarity on financial performance, aiding informed decision-making for businesses and stakeholders in California.
Tax Planning
We analyze transactions to project after-tax consequences and develop strategies to minimize liabilities. Our planning services help businesses and owners navigate complex tax regulations with confidence.
Consulting Services
We offer insights on budgeting, transaction analysis, and employee training. Our consulting helps clients understand financial implications of business decisions, ensuring sustainable growth and regulatory compliance.
Questions
What services do you offer for small businesses?
We provide accounting, tax preparation, financial reporting, tax planning, and consulting services tailored to small to mid-sized businesses in California.
Are you licensed to practice in California?
Yes, we are a Certified Public Accountant licensed in California with over 45 years of experience since 1977.
Do you serve non-profit organizations?
Yes, we prepare tax returns and provide financial support for non-profit organizations as part of our services.
What sets your practice apart?
We combine decades of experience with personalized service and AICPA-accredited quality, avoiding the high costs of larger firms.
Do you offer employee training?
Yes, we provide training for your accounting staff on financial and tax issues to enhance their expertise.
