Business Details
49 Years
experience
Trusted Accounting and Tax Services for Businesses
I have dedicated my career to delivering high-quality, client-focused accounting and tax services since 1977. With extensive experience in both multi-office firms and independent practice, I provide comprehensive expertise in financial reporting, taxation, and business consulting for small to medium-sized enterprises. My practice emphasizes personalized attention, cost-effective solutions, and adherence to professional standards through certifications like CPA and participation in the AICPA Peer Review Program.Clients benefit from tailored guidance on tax planning, financial strategy, and compliance, supported by advanced accounting software and decades of industry knowledge. My commitment to transparency, responsiveness, and ethical service ensures clients receive reliable support aligned with their unique business needs.
Services
Accounting Services
Tax Preparation
Financial Reporting
Tax Planning
Business Consulting
Fixed Asset Management
Multi-State Returns
Employee Training
Budgeting
Nonprofit Support
Details
- Year established: 1977
Highlights and features
- We offer over 45 years of experience in accounting and tax services.
- Our team provides personalized attention tailored to each client's needs.
- We specialize in serving small to medium-sized businesses across multiple structures.
- Our CPA certification ensures adherence to rigorous professional standards.
- We combine advanced software tools with hands-on financial expertise.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- QuickBooks Pro Advisor
- AICPA Peer Review Program
Services
Accounting Services
Comprehensive accounting and financial reporting services including general ledger maintenance, fixed asset management, and preparation of compiled or reviewed financial statements. Our team ensures accurate record-keeping and compliance with regulatory standards while providing actionable insights for business decision-making.
Tax Preparation
Specialized tax preparation for individuals, corporations, partnerships, trusts, and nonprofits, including multi-state returns and property tax affidavits. We ensure compliance with evolving tax regulations while optimizing filing strategies to minimize liabilities.
Tax Planning
Strategic tax planning and projection services to analyze transaction consequences, optimize deductions, and implement long-term savings strategies. Our approach combines regulatory expertise with personalized financial modeling for businesses and owners.
Business Consulting
Consulting services covering budgeting, transaction analysis, and employee training to enhance financial operations. We provide tailored guidance on business structure, compliance, and growth strategies backed by decades of industry experience.
Nonprofit Support
Specialized accounting and tax services for nonprofit organizations, including compliance with IRS regulations, grant reporting, and financial statement preparation. Our expertise ensures nonprofits maintain tax-exempt status while achieving operational efficiency.
Questions
What accounting services do you offer?
We provide general ledger maintenance, financial statement preparation, fixed asset management, and tailored accounting support for businesses of all sizes.
Do you handle tax preparation for different business structures?
Yes, we prepare tax returns for C/S Corporations, partnerships, sole proprietorships, LLCs, nonprofits, and individuals, including multi-state filings.
What consulting services are available?
We offer tax planning, budgeting, transaction analysis, and employee training to help businesses optimize financial strategies and compliance.
Are you certified to practice in California?
Yes, we are a Certified Public Accountant licensed in California (License #25173E) with over 45 years of professional experience.
How do you support existing accounting teams?
We review internally prepared accounting, advise on adjustments, answer staff questions, and provide training on tax and accounting issues.
