Our Services

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Explore our service areas and product line.


Other Services

Business Consulting
Managing Business Decisions
Part Time CFO Services
CFO's Part-Time
Representation
Representation before the IRS or FTB
Financial Planning
Full service Financial Planning for future goals.
Business Valuations
Establishing the proper value of a small business.

Accounting Services

Incorporating
Decisions related to entities
Bookkeeping
Complete bookkeeping services for small businesses.
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
Total payroll services for small business clients.

Tax Preparation Services

Individuals
Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
Business Tax Returns
A variety of small business tax returns are prepared each year.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.