Services

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We strive to deliver our services in a cost-efficient manner. We have a superior reputation within the banking and lending community for our integrity and credibility.

Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant or tax basis financial statements, offer limited-scope review testing, and can deliver complete audit attestation. Now more than ever lenders are requiring a much higher level of financial reporting to insure the collectibility of their loans. Borrowers with CPA prepared financial reports stand an increased probability of being approved for more funding in a more timely manner. We help you to solidify your banking relationships.

Bookkeeping/Write-Up
Our Bookkeeping department provides full-charge bookkeeping services by highly trained bookkeepers. As a cost cutting measure, you can involve yourself to whatever level of participation you desire. Your accounting records can be securely located on the internet, always up to date and backed up off-site and accessible at anytime. We also can provide a paperless document management solution which allows your source documents to be attached to each transaciton.

QuickBooks Installation and Consulting
More than 80% of America's small businesses use QuickBooks. QuickBooks has multiple versions designed for different types of business. As QuickBooks Certified ProAdvisors we help with the right selection. We insure that your bookkeeper is taught to backup your critical data. We devise a service level to efficiently serve your needs. For example we may access your computer from the internet, we my place all your accounting on the internet where we both have simultaneous access to your books or we my have files sent between us via the internet or via flash memory sticks. Its your choice. We also have proprietary character recognition software that will post transactions into QuickBooks by scanning bank statements, credit card statements, invoices and receipts. This will significantly reduce data entry time.

Fraud Prevention & Detection
Nobody likes to think about being robbed by an employee, but it happens. In fact employee theft is the single largest contributor to lost income even more then amounts lost due to shoplifting. Fraud experts have determined that given the right circumstances almost anyone will steal from their employer. Our firm has the knowledge to protect your assets from employee theft and can implement the systems to detect and deter fraudulent activity.

Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late tax payment.

Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We also have an alliance with a local tax law firm who we can call upon to assist with cases requiring an attorney.

Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services.

Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Buying & Selling a Business
Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Estate Planning
Our firm offers estate planning, asset protection and retirement planning services. We have affiliations with varous attorneys and financial planners who work with us as a team to best serve your needs. We will also work with your advisors if you so derire.

Entity Formations
Our firm offers expert advice on the practical and tax reasons to consider a change in business entity. Should a corporation, LLC, LLP, general partnership, or a sole proprietorship be the right choice we can assist you in forming the right entity for you.

Entity Liquidations
When the time comes to discontinue an entity's business we can advise you on the proper course of action and if necessary we can file all required paper work with the various governmental agencies to legally terminate the need to file future tax returns and documents with the Secretary of State and with the FTB.