Business Details
43 Years
experience
Trusted Accounting & Tax Services in Sacramento
We are a full-service accounting firm dedicated to reducing clients' tax burdens conscientiously, creatively, and lawfully. Since 1983, our team has provided expert consulting, accounting, and tax services to businesses and individuals across the Sacramento Valley. Our experience spans small business consulting, entity formation, tax planning, and audit representation, with a client base including IT consultants, healthcare professionals, attorneys, and small corporations.Our Sacramento-based team combines decades of experience with personalized service, leveraging tools like QuickBooks to streamline accounting processes. We specialize in fiduciary accounting, estate planning, and outsourced CFO services, ensuring clients receive tailored solutions for complex financial needs. Our commitment to excellence is reflected in long-standing client relationships and a deep understanding of local market dynamics.
Services
Business Tax Preparation
Personal Tax Filing
Estate Tax Services
Outside Controllership
QuickBooks Support
Entity Formation
Audit Representation
Fiduciary Accounting
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of combined CPA experience in tax and accounting.
- Our team specializes in small business entity formation and tax planning.
- We provide outsourced CFO services for cost-effective financial oversight.
- Our clients receive personalized audit representation for IRS/FTB matters.
- We serve Sacramento Valley communities with localized financial expertise.
Services
Business Tax Preparation
We prepare and file business tax returns, payroll reports, and entity-specific filings for corporations, partnerships, and LLCs. Our expertise ensures compliance while maximizing deductions. Services include audit preparation and tax liability reduction strategies for growing businesses.
Personal Tax Filing
Our team handles 1040 filings for all income types, focusing on maximizing refunds through strategic deduction identification. We offer IRS/FTB audit representation and long-term tax planning for individuals and families.
Estate Tax Services
We provide fiduciary accounting, estate tax return preparation, and trust administration guidance. Our services help executors and trustees navigate complex tax requirements while minimizing liabilities for beneficiaries.
Outside Controllership
This service offers periodic financial oversight for businesses needing CFO expertise without full-time costs. We review operations, maintain books using QuickBooks, and provide growth planning for small to mid-sized companies.
Entity Formation
We assist in selecting and establishing optimal business structures (LLC, S-Corp, partnerships). Our guidance covers liability protection, tax implications, and proper initial accounting setup to prevent future complications.
People
Randall Kilgore
CPA
Licensed CPA since 1983 with expertise in small business accounting, tax planning, and entity formation. Provides audit representation and financial consulting services to Sacramento businesses since the 1980s.
Katie Kilgore
CPA
Licensed CPA since 2013, specializing in tax preparation and small business consulting. Brings technical expertise to entity formation and compliance matters while serving clients since 2001.
Stephanie Paia
Accountant
Accounting professional since 1996, focusing on bookkeeping, tax return preparation, and QuickBooks implementation for small businesses. Provides continuity and technical support for long-term clients.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll reporting, entity formation, QuickBooks support, and outsourced CFO services tailored to small businesses.
Do you handle personal tax filings?
Yes, we prepare federal and state tax returns for individuals, including complex situations and audit representation.
Can you assist with estate and trust tax matters?
We offer fiduciary accounting, estate tax preparation, and trust administration services with specialized expertise.
Are your CPAs licensed and experienced?
Our team includes CPAs with licenses since 1983 and 2013, offering decades of combined experience in tax and accounting.
What areas do you serve?
We serve Sacramento and surrounding communities including Folsom, Roseville, Elk Grove, and Davis.
How can I schedule an appointment?
Contact us at (916) 648-1040 or visit our Sacramento office at 3001 El Camino Ave for in-person consultations.
