Services

(562) 795-5022

Who We Are

We strive to provide our clients with professional services and technical expertise for their financial growth and  greater peace of mind developed through trust and confidence in our organization.

Why Choose Us?

                            1.  We value relationships.

                            2.  We offer more than tax preparation services.

                            3.  We are available year round.

                            4.  We see beyond the numbers and understand each of our client’s needs.

                            5.  We provide an unmatched level of education, expertise, and experience.

What We Do

Tax Preparation

We perform professional tax return preparations for individuals, corporations, s-corporations, partnerships, LLCs, trusts, and non-profit organizations.  In order to maximize tax savings for our clients, we provide expert tax consulting services throughout the year and we request that our client notify us of significant transactions and business fluctuations to better plan their tax projections.  We are accessible year round and often our fees are more reasonable than larger national firms.  Our commitment to providing tax services at fair rates is only exceeded by our commitment to prepare accurate and expert tax returns.

Click here to Download our handy 2011 Tax Organizer

Accounting

We are a full service accounting office, ready to help you with all of your accounting and tax needs.  We customize our services to fit your company.  For monthly and quarterly accounting services we assess the strength of your staff to create a "job sharing" solution with your staff and our staff.  We can also set-up your accounting and tailor your software to produce reports useful to the operation of your business.  Training is also provided to your staff to improve their performance and value to your company.  We are proud of our services and skills and we are committed to meet your needs. 

IRS Problem Resolution

We know how important it is to your peace of mind to have tax notices dealt with timely and effectively.  We immediately address tax issues and keep our clients informed on all correspondence.  We also assist our clients on filing an "Offer in Compromise" to formally negotiate large tax debts.  We will not file a frivolous Offer in Compromise that has no chance of acceptance.  We first consult with our clients and gather financial information to determine the probability of acceptance before accepting any fees.

Financial Statements

Full disclosure financial statement reports for the owner of the business that are in full compliance for banks for loan applications, bonding companies, and potential investors.  Our firm prepares three types of reports depending on the assurance required.  From Compliance Reports the simplest and least involved to the more detailed Review Reports and Audit Reports.  We contact the requesting business (i.e. Financial Institution) to determine the exact report required to minimize the cost of preparation.

Estate and Retirement Planning

We provide an integrated approach to managing business and personal tax, wealth building, and estate planning goals.  We encourage our clients to make us part of their professional team to provide tax savings advice on real estate and investment transactions before they occur.  We provide analysis of their future earnings "after tax" from expected earnings and "what if" assumptions.