Business Details
48 Years
experience
Expert Accounting & Bookkeeping Services in Encinitas, CA
Established in 1978, our firm has built a tradition of personalized service and technical excellence in accounting. We specialize in delivering tailored bookkeeping, payroll, and tax preparation solutions to individuals, businesses, and nonprofit organizations across San Diego North County. Our team of Enrolled Agents combines decades of experience with continuous professional development to ensure compliance with evolving tax codes and regulations.We prioritize client relationships over mere transactions, offering strategic guidance to enhance business profitability while maintaining meticulous financial records. Our commitment to leveraging modern technology ensures efficient service delivery without compromising the personal attention that defines our approach. Located in Encinitas, California, we serve as trusted financial partners for our communitys small businesses and nonprofit entities.
Services
Tax Preparation
Bookkeeping
Payroll Services
Nonprofit Accounting
Business Tax Reports
Entity Selection
Annual Minutes
Sales Tax Filing
Estate Tax Returns
Notary Services
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of specialized accounting expertise in San Diego North County
- Our team includes IRS-credentialed Enrolled Agents with advanced tax knowledge
- We provide personalized service with guaranteed 24-hour response times
- Our nonprofit specialists handle complex IRS reporting requirements
- We combine modern technology with traditional client relationship values
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, businesses, and nonprofits. Our Enrolled Agents ensure compliance with federal and state regulations while maximizing deductions. Clients receive strategic tax planning to minimize liabilities and secure timely refunds through electronic filing options.
Bookkeeping
Monthly and quarterly bookkeeping services include bank reconciliation, financial statement preparation, and general ledger maintenance. We offer customizable packages that integrate payroll and tax services, with pricing based on transaction volume to suit businesses of all sizes.
Payroll Services
Our payroll solutions handle check printing, tax deposits, and regulatory reporting. We offer flexible pricing tiers based on employee count and pay frequency, including W-2 generation and workers' compensation audit support to ensure complete compliance.
Nonprofit Accounting
Specialized bookkeeping and tax services for tax-exempt organizations. We manage IRS Form 990 filings, functional expense reporting, and revenue categorization to maintain compliance with grantors and regulatory bodies while supporting mission-driven operations.
Business Tax Reports
We prepare sales tax returns, business property tax filings, and entity selection guidance. Our services include annual minutes preparation to maintain corporate liability protection and IRS compliance for corporations and limited liability entities.
People
Richard Rogers
Enrolled Agent
Tax services specialist with extensive experience in individual and business tax preparation. Provides expert guidance on tax code compliance and strategic planning for optimal financial outcomes.
James Sherman
Enrolled Agent
Dedicated tax professional focusing on small business and corporate tax returns. Maintains advanced knowledge through continuous education on evolving tax regulations and compliance requirements.
Christine Diaz
Staff Accountant
Experienced bookkeeper managing financial records for diverse clients. Specializes in accurate and timely financial reporting to support business decision-making and regulatory compliance.
Robin Culp
Payroll Specialist
Payroll expert ensuring accurate and compliant payroll processing for businesses of all sizes. Implements efficient systems to reduce administrative burdens while maintaining tax compliance.
Jay Ibrahim
Enrolled Agent
Tax strategist with MBA-level business insight. Focuses on complex tax situations and provides comprehensive solutions that align with clients' long-term financial goals and business strategies.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, sales tax filing, business entity selection, and annual minutes preparation to support complete financial management for small businesses.
Do you specialize in nonprofit organization accounting?
Yes, we offer specialized bookkeeping and tax services for nonprofits including Form 990 preparation, functional expense reporting, and compliance with donor and IRS requirements.
How are bookkeeping fees calculated?
Bookkeeping fees are based on transaction volume at $3 per transaction with a $80 monthly minimum, covering checks, credit card entries, and journal entries.
What tax preparation options are available?
We prepare individual, corporate, partnership, S-corporation, fiduciary, and estate tax returns with pricing starting at $150 for basic 1040 filings.
Are your services available outside Encinitas?
We serve all of San Diego North County coastal communities with both in-person and remote service options for client convenience.
What sets your payroll service apart?
Our payroll service combines automated technology with personalized support, offering flexible pricing tiers and complete compliance management including tax filings and W-2 processing.
