Business Details
30 Years
experience
Your Trusted Accounting Partner in Burlingame, CA
Our firm has been dedicated to providing comprehensive financial guidance since 1996. We combine deep industry expertise with personalized service to address the unique needs of small businesses and individual taxpayers. Our team specializes in accounting, taxation, and business consulting, offering web-based solutions that streamline financial operations while maintaining strict compliance with regulatory standards. With decades of collective experience, including specialized work in retirement plans and closely held business accounting, we deliver tailored strategies that minimize tax liabilities and maximize operational efficiency.Our commitment to continuous tax law monitoring ensures clients receive proactive advice to avoid penalties and optimize financial outcomes. We maintain affiliations with the American Institute of CPAs and California Society of CPAs, reinforcing our dedication to professional excellence.
Services
Consulting Services
Accounting Services
Tax Services
Bookkeeping
Cash Flow Analysis
Tax Preparation
Financial Forecasting
Financial Statements
IRS Representation
Business Consulting
Details
- Year established: 1996
Highlights and features
- We have over 25 years of public accounting experience
- Offer web-based accounting solutions for small businesses
- Provide IRS representation and penalty negotiation services
- Specialize in tax law compliance for closely held businesses
- Maintain personalized service while offering full-service capabilities
Associations and certifications
- American Institute of CPAs
- California Society of CPAs
Services
Consulting Services
Our consulting services help businesses improve operations and increase profitability through strategic financial planning. We analyze current practices, identify efficiency opportunities, and implement customized solutions that address specific business challenges while maintaining compliance with accounting standards.
Accounting Services
We provide complete accounting services including receivables/payables management, payroll processing, and GAAP-compliant financial statements. Our services support informed decision-making through accurate financial reporting tailored to both third-party requirements and internal managerial needs, ensuring complete financial transparency.
Tax Services
Our comprehensive tax services include year-round tax planning, compliance monitoring, and preparation of federal/state/local tax returns. We specialize in minimizing tax liabilities through strategic planning while implementing systems to prevent late filing penalties and ensure complete regulatory compliance for individuals and businesses.
Bookkeeping
We offer full-charge bookkeeping services maintaining accurate financial records through journal entries, ledger maintenance, and bank reconciliations. Our systematic approach ensures proper tracking of receivables/payables while providing detailed analysis that supports effective cash flow management and financial decision-making.
Cash Flow Analysis
Our cash flow and budgeting analysis services help businesses optimize financial operations by identifying cost-saving opportunities and improving collection processes. We develop customized financial models that prevent cost overruns, reduce lost discounts, and minimize uncollectable receivables through proactive financial management strategies.
People
Parveen Maheshvari CPA
CPA, MS (TAX)
Parveen Maheshvari CPA has worked in public accounting since 1984, specializing in taxation, retirement plans, and accounting for closely held businesses. He previously worked with Good & Fowler CPAs, a large local firm, before establishing his practice to provide expert financial solutions to small businesses and individual taxpayers.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including receivables/payables management, payroll processing, GAAP-compliant financial statements, and customized financial reporting tailored to small business needs.
Do you offer tax planning services throughout the year?
Yes, we provide year-round tax planning services with continuous monitoring of tax law changes to help clients minimize current and future tax liabilities while preventing filing penalties.
Can you assist with IRS tax representation?
We offer complete IRS representation services, including negotiating Offers in Compromise and resolving tax disputes, leveraging our expertise in tax law and return preparation processes.
What financial analysis tools do you provide?
We offer cash flow analysis, budgeting analysis, financial forecasting, and proforma projections to help businesses optimize financial operations and plan for unexpected contingencies.
How do you support small business clients?
We provide web-based accounting solutions, business consulting, and specialized tax services designed specifically for small businesses at affordable rates while maintaining personalized service.
What payment methods do you accept?
We accept payments through PayPal for your convenience, in addition to traditional payment methods for our accounting and tax services.
