Services


As a full service CPA firm we provide a full range of services.
  • Federal and state tax returns (including states outside of California) for individuals, businesses and trusts.
  • Tax planning in order to pay the lowest legal tax possible.
  • Accounting services including financial statements for business and personal loans.
  • Estate taxes, planning and fiduciary accounting.
  • Serving as trustees for living trusts and post mortem trusts.
  • Providing business plans for those starting up a business or growing a business.
  • Business management, when your time is better spent on other things.
  • Basic business services: bookkeeping, payroll, payroll taxes and all local reporting and taxes.
  • Elder financial care, when seniors need some help with their finances.
  • Advising on real estate transactions.