Our Programs

Tax Preparation

We have been preparing tax returns for nearly thirty years, but our perspective is quite different from other tax prep firms.  The services we offer are designed to assist our clients throughout the tax, financial and legal phases of their lives and businesses.  We are much more than a tax preparer.  We are their trusted advisor.

Tax Planning

Our tax planning services use IRS and tax court approved methods to help business owners keep their taxes low and to maximize pre-tax fringe benefits for themselves and their families.  We also include instruction on the proper recordkeeping and compliance required to protect those benefits.

Business Consulting

Our business consulting encompasses much more than tax planning.  We consider the transitions in the life of a business; from its initial growth; through its expansion as an employer; the exiting of its founders and hopefully onto its continuation under new ownership.

Entity Formation and Maintenance

We offer entity formation and on-going compliance for corporations, LLCs and non-profits.  Proper compliance and maintenance is essential to prevent businesses from losing their tax-favored benefits and asset protection features.

IRS / FTB Representation Services

Representation allows us to be our clients’ advocate when they are audited or owe back taxes.  We can represent them through all administrative levels of the IRS or FTB (including appeals).

Trustee, Executor and Estate Advisory

Our trustee and estate services are designed to assist trustees, executors and administration attorneys with some of their fiduciary duties and to reduce the chance that they incur personal liability for failing to fulfill their duties.  We offer probate and trust accounting; advisory services; preparation of trust and estate tax returns and more.

Asset Protection

Protecting our clients’ assets is central to our advisory services.  Our clients have worked hard to accumulate what they have.  One of our jobs is to help them avoid making the costly business and estate blunders that so many other people make.

Accounting / Payroll & HR Services

Our payroll, accounting and HR services help reduce stress, eliminate penalties and allow our clients more time to run their businesses.   These services help guide business owners through the maze of complex employment laws and can help them avoid costly mistakes.