Tax Preparation

Preparation of Federal and State individual, corporate, partnership, exempt, and trust tax returns. Since tax laws are always changing, I continue to develop new tax strategies and adjust existing tax strategies so clients can take full advantage of opportunities to reduce their tax burden. My business is to provide clients assistance with difficult tax situations such as back taxes solutions, installment agreements, and correcting prior year tax returns.

Accounting & Bookkeeping Services

Provide client general ledger accounts review and clean-up. I help clients in setting up their accounting software.  Preparation of Balance Sheet, Profit and Loss Statement, and Statement of Cash Flow. My bookkeeping services are designed to make your life easier so that you can focus on what you do best. I will take care of your books, balance your ledgers, and go through all the number-crunching to save your business money and help you maintain your bottom line. I pride myself as easy to work with; and I take great pride in my dedication to customer satisfaction. 

Payroll & 1099S

Prepare & process payroll and 1099s for small to medium sized businesses. Prepare client monthly payroll. File client quarterly payroll forms 941, DE9, DE9C, and year-end forms 940, W2s, and W3.
I understand the unique payroll challenges that businesses face every day. I will evaluate your company’s needs and work with you to craft the solutions to make your payroll processing successful. Don’t waste your valuable time on cumbersome payroll tasks.  With my payroll service and expertise, you can leave payroll to the professionals and spend your time concentrating on business. 

Tax Audits & Tax Planning

Tax Audits require meeting with clients and gathering tax information for representation against the IRS, FTB, and SBOE. My Experience enables me to gather the necessary information asked from a tax agency on behalf of the client, resolve the tax issues, and negotiate a favorable outcome. Tax planning requires reviewing tax  information and plan tax strategies to prepare clients for current year tax obligations, quarterly estimates, and year-end tax projections. The goal of tax planning is to arrange your financial affairs so as to minimize your tax liability.

Business Consulting

Meet with clients to discuss company structure, filing requirements, and tax consequences. Sometimes it takes a fresh perspective to take a business to the next level. My expertise and creativity to help transform companies like yours into highly successful, growing businesses. 

QuickBooks Services

As a Certified QuickBooks Pro Advisor, I provide consulting and training on QuickBooks.  I’ll walk you step-by-step through the essentials and the basic accounting fundamentals that you need to use QuickBooks