Our Services
Our Philosophy
We are a small, local office supporting our clients with their individual needs. We offer a full range of professional services, backed by many years of experience.
Our reliability is important to us and our lasting relationships with our long-time clients are a testament to that. We hope we can help you with your personal situation and provide the advice you need to make your life a little easier.
Our Services
Business Tax Preparation
We prepare tax returns for C corporations, S corporations, partnerships, LLCs, and LLPs.
Bookkeeping and Accounting for Businesses
If you are struggling with bookkeeping or your bookkeeper could use some assistance, we can provide support.
Tax Advice and Planning
When it comes to general questions and tax planning, we are here to support you. This may include advice to help minimize your tax burden throughout the year or guidance when you are planning to sell some property. Whatever tax issues that may arise, we can help you find the answers you need.
Individual Tax Preparation
We prepare individual tax returns, making sure your filings and payments are correct and on time, while minimizing the occurrence of IRS and FTB audits and notices.
Consulting on Business Entity Selection
If you are starting a business and aren’t sure what type of entity to choose, we can guide you in the right direction, advising you on the tax ramifications and potential issues that may arise.
Trust and Estate Tax and Accounting
Although we do not prepare trust documents, we can help you decide if a trust is necessary for you. When appropriate, we prepare trust and estate income tax returns and trust accountings.
Retirement Planning
If you’re looking for advice on what kind of retirement plan to set up for your business or if you are thinking about retirement yourself, we can help.
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