Services Details

We take a proactive vs. reactive approach to tax services, making suggestions and asking questions throughout the tax return preparation process.

Tax return preparation services are offered for:
Individuals, LLCs, S-Corporations, C-Corporations, Partnerships, Trusts, Gift, Multi-state, Expatriates or non-residents filing in the U.S., and for non-filers that need to file prior years’ tax returns.

Tax planning is an essential element of the tax preparation process. By keeping current on new tax laws and legislation we can identify and discuss key tax planning opportunities that minimize both your current and future tax liabilities.

We can assist you in the preparation and analyzation of your financial statements in accordance with professional standards; however, we express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool to management for making financial decisions.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping including organizing your chart of accounts, recording transactions, and reconciling accounts.

Choosing the form of entity for your business (e.g., “S” corporation, sole proprietor, limited liability company…) is not a one size fits all process. This is a crucial decision that can have longstanding tax implications and each client’s facts and circumstances are unique. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

We offer a unique class for new businesses! In a one-on-one classroom setting, for a one-time flat fee, we will educate you on the various forms of business entities, discussing your own unique circumstance and choice of entity, employment taxes, estimated taxes, bookkeeping, recordkeeping, and what expenses are deductible, covering the rules for the more controversial types of expenses such as meals and entertainment, home office, business use of your automobile, and health insurance and medical expenses.

We care deeply about the personal and business successes of our clients. We can help your business identify areas affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

We are experienced Quickbooks Advisors. We can train you to use Quickbooks and assist you with customizing Quickbooks to your business. We can show you how to read reports and financial statements within Quickbooks that will help you run your business in the best way possible. If you are already using Quickbooks, we can review your accounting and assist with review and clean-up, if necessary.

As a prior IRS agent, along with our decades of experience dealing with various tax authorities, we have achieved a level of competence that can ensure our clients are being properly represented before federal and state tax agencies for both audits and correspondence.

We have developed an expertise in Compliance reporting for Political Action Committees and Candidate Committees. We will compile and electronically file your FEC and Secretary of State reports as required. We have worked with larger PACs in the valley and have excellent references available upon request.