Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 Accounting Services

Our experienced and qualified personal offer a complete accounting service package tailored to your needs. These can be processed hourly, daily, weekly, monthly or quarterly as required by you, either in person or via the internet with reconciliations and reports available at your request. 

  • Quickbooks Set Up & Training
  • Bookkeeping 
  • Financial Statements
  • Sales Tax Returns 
  • Property Tax Reports
  • Budgeting

Payroll Services

A sometimes complex and difficult area to control, as well as meeting government reporting requirements and ever changing laws, payroll preparation presents many challenges that are costly to control and maintain.

  • Payroll Check preparation
  • Direct Deposit
  • Quarterly and Year-End Tax Reports
  • Workers Comp Reports
  • W2 and 1099 Preparation

Tax Services

The mid-year marks a great time to spend a few minutes reviewing your current financial status to get a better sense of your overall income tax situation. Knowing how to make adjustments and take advantage of tax benefits now can put you in a more favorable tax situation at the end of the year.

  • Individual Tax Planning and Preperation
  • Out of State Tax Returns
  • Payroll Tax Services
  • Business Tax Planning and Preparation
  • Partnershils
  • LLC's
  • C Corporations
  • S Corporations

Consulting Services

  • Business Start-Up
  • Type of business entity considerations
  • Retirement Planning
  • Strategic Planning and Budgeting
  • Notary Services
  • Monitoring In-House Accounting

Insurance Services - CA Insurance Lic#0B47985. Effective January 1, 2005.

  • Health Insurance
  • Annuties