Business Details
Your Trusted Accounting Partner in Modesto, CA
Founded to provide comprehensive accounting solutions, we specialize in serving individuals, executives, and business owners with personalized financial expertise. Our team of certified professionals brings decades of combined experience in tax planning, financial strategy, and IRS dispute resolution. We prioritize client relationships while staying current with evolving tax laws to maximize deductions and credits. Our services extend beyond traditional accounting to include QuickBooks support, business valuation, and strategic planning tailored to clients' unique needs. With a focus on affordability and accessibility, we offer free consultations to help clients navigate complex financial challenges.Our commitment to excellence is demonstrated through our certified staff, including CPAs, MBAs, and specialists in forensic accounting. We serve both local and national clients, combining technical proficiency with personalized service. Our track record includes resolving IRS audits, optimizing tax strategies, and guiding business owners through critical financial decisions. We maintain transparency in all engagements, ensuring clients understand their financial options and obligations. By integrating technology with human expertise, we deliver solutions that align with both immediate needs and long-term goals.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Services
Business Valuation
Estate Planning
Payroll Services
Forensic Accounting
Strategic Planning
Non-Profit Accounting
Tax Problem Resolution
Highlights and features
- We offer certified CPAs with specialized expertise in tax law and financial planning
- Our team includes IRS audit defense specialists with proven resolution strategies
- We provide personalized QuickBooks setup and training tailored to business needs
- Our affordable rates include comprehensive financial analysis without hidden fees
- We combine 20+ years of local experience with national certification standards
Services
Tax Preparation
Our certified professionals prepare accurate individual and business tax returns while identifying all eligible deductions and credits. We specialize in complex returns for high-net-worth individuals and business owners. Our service includes year-round tax planning to minimize liabilities and maximize refunds.
IRS Audit Representation
We defend clients during IRS audits with proven strategies to resolve disputes efficiently. Our specialists negotiate payment plans, offers in compromise, and relief from tax liens or wage garnishments. We maintain compliance while protecting client interests throughout the audit process.
QuickBooks Services
We provide comprehensive QuickBooks solutions including system setup, data migration, customized training, and ongoing support. Our experts optimize software configuration for specific business needs and offer troubleshooting to ensure accurate financial tracking and reporting.
Business Valuation
Our certified valuation analysts determine accurate business valuations for mergers, acquisitions, or succession planning. We use industry-standard methodologies to assess financial health and market position, providing detailed reports for strategic decision-making and financing purposes.
Estate Planning
We develop comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include trust creation, will preparation, and tax-efficient strategies to minimize estate taxes while meeting clients' legacy goals and family needs.
People
John T. Iacopi
CPA/ABV, CVA, CBA
With over 30 years of experience, John specializes in business valuation and forensic accounting. He holds multiple certifications including Accredited in Business Valuation and Certified Valuation Analyst. His expertise guides clients through complex financial matters.
Susan H. Lenz
CPA
Susan brings extensive experience in tax compliance and financial planning. She focuses on helping individuals and businesses navigate tax regulations while optimizing financial strategies for long-term success.
Michael S. Butler
CPA, MBA
Combining CPA expertise with business administration knowledge, Michael specializes in strategic business planning and corporate finance. He helps companies develop growth strategies and improve financial performance.
James J. Acosta
CPA, MBA
James provides expert guidance in tax planning and business consulting. His dual CPA and MBA credentials enable comprehensive solutions for business owners seeking financial optimization and growth strategies.
Paula M. Frago
CPA
Paula specializes in accounting and tax services for individuals and small businesses. She focuses on delivering personalized solutions while maintaining strict compliance with evolving tax regulations.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, financial statement preparation, internal controls implementation, and strategic business planning tailored to small business needs.
How can you help with IRS tax problems?
Our certified specialists handle IRS audits, payment plans, offer in compromise negotiations, and resolution of tax liens, levies, and wage garnishments.
Do you offer QuickBooks support for businesses?
Yes, we provide QuickBooks setup, training, troubleshooting, and optimization services to help businesses maximize their accounting software efficiency.
What personal financial planning services are available?
We offer retirement planning, estate planning, investment strategy analysis, and elder care financial planning to help individuals achieve long-term financial security.
Are your accountants certified professionals?
All our senior staff hold CPA certifications, with additional credentials including ABV, CVA, CFP, and MBA designations across our team.
