Our Services

Our team of certified accountants is here to provide comprehensive financial solutions tailored to meet your unique needs. Explore our range of services below and discover how we can support your financial goals.

Business Accounting & Formation

Bookkeeping / Financial Accounting
Payroll processing (Tax Withholding & Filing)
Bank reconciliation, maintaining all accounting records
Preparing and reviewing all entries and general ledger
Closing month and year-end accounting records
Preparing all business forms – W2,1099 Misc & NEC, 571-L, , sales taxes, etc.
Accounting System Set-up & Training (Quickbooks)
Entity Selection, apply EIN, Sellers Permit

A professional CPA reviewing tax documents with a client in a modern office.

Tax Preparation & Planning

Personal and business tax preparation
Tax planning strategies to minimize liabilities
Filing of federal, state, and local tax returns
Representation for IRS/FTB Audit
International Taxation (FBAR)

Close-up of hands analyzing financial reports with a calculator and laptop nearby.

FAQs

What services do you offer?

We provide tax preparation, bookkeeping, and financial consulting tailored to your business.

How do I schedule a consultation?

Simply call or email us to set up a convenient time for your initial meeting.

What documents should I bring?

Bring your previous tax returns, financial statements, income records, and any relevant receipts or invoices.

Yes, we provide remote consultations and digital document handling for your convenience.

Do you offer virtual services?

What are your fees?

Our fees vary by service; contact us for a clear, upfront quote tailored to your needs.