Our firm offers a wide range of services to our individual and business clients.  Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.

Below we have listed the services that we offer to our clients.  This list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

  • Audit, Review & Compilations
  • Tax Planning & Preparation
  • Business Management
  • Consulting & Advisory
  • IRS, FTB, & BOE Audit Representation
  • Fraud Detection & Prevention 
  • Sales Tax Services
  • QuickBooks Setup, Training & Support
  • Bookkeeping / Write-Up
  • Payroll Services
  • Financial Statements
  • Business Entity Selection