Our Services
Explore our service areas and product line.
Tax Preparation Services
Individual Tax Returns
From a Short Form to a more complicated Long Form, we can prepare all required Federal and State tax returns necessary. Note e-filing is included at no charge.
Business Tax Returns
We offer preparation services for a variety of small business tax returns.
Estate, Trust, and Gift Tax Returns
We can assist you in determining any Estate tax return requirement and prepare all necessary Trust and Gift tax returns.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
Bookkeeping Services
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services
Payroll services for small business clients.
Sales Tax Reporting
Complete Board of Equalization sales tax reporting for small business clients.
Other Services
Audit Representation
All preparers are enrolled to practice before the Internal Revenue Service.
Financial Planning
With a Certified Financial Planner on staff our firm can provide the added dimension of helping you achieve your financial security.