- How to communicate with the IRS
Internal Revenue Service (IRS) - How to communicate with the state of California (EDD)
Franchise Tax Board - How to communicate with the state of California CPA Organization
State of California CPA Association
Accounting Services
Our firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance to Generally Accepted Accounting Principles (GAAP) or Other Comprehensive Bases of Accounting (OCBOA) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal management use.
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating offer in compromise with the IRS.
Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Financial statements
Our firm prepares professional, GAAP or OCBA-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a business full profit potential.
Compilation and Review
Our firm offers full compilation and review services for small to medium sized firms.
Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
Payroll services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full media and electronic filing capabilities.
Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.
Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns., lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Financial Forcast and Projections
Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize-what if-planning scenarios to help management foresee and plan for unexpected business contingencies.
Litigation Support
We can provide a full range of assistance for you and your legal counsel.