HomeFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksContact Us
Firm Profile

We strive to maintain a close, personal relationship with every client, and truly believe that our success is a result of your success.  Our staff is skilled at collecting, categorizing, and organizing data. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, teamwork, and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses and individuals
  • IRS and State Audit Representation
  • Responding to IRS and State Tax Agencies
  • Payroll Reporting
  • Sales Tax Reporting
  • Monthly bookkeeping
  • Financial statements - making sure your financial records are timely and accurate
  • QuickBooks® setup, support and training
  • Business startup services
  • Renewal of annual business licenses
  • Preparation of annual 1099 forms

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

HomeFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksContact Us
2021 Sperry Avenue, Venutra, CA 93003 | 805-654-9600