Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to provide you with the individual attention that you deserve.

List of Industries Served

Bookkeeping Services

If your business does not currently have accounting staff, or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping services ensuring the smooth operation of the financial side of your business. Keeping good records can actually help you save money.  Good records help you monitor the progress of your business, prepare accurate financial statements, identify source of receipts and track deductible expenses supporting items reported on tax returns.  As your business needs grow and change we can provide input and planning assistance making sure your accounting and financial systems keep pace with your business needs. We also can provide these services remotely.

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Business Consulting

Whether you need assistance with business entity selection, bookkeeping, budgeting, advertising, or special projects, our team of experienced professionals will be able to handle your accounting needs.

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Business Entity Selection & Set-up

Choosing the form of entity of your Business is a crucial decision that can have longstanding tax implications, positive or negative. 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.  Factors to be considered include: number of owners, number of employees, industry of company, amount of revenue, nature of business assets, history of litigation or potential for litigation, and the possibility of succession inside and outside of the family.

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Budget Set up and Tracking

Budgeting is one of the most powerful financial tools available to any small-business owner. Put simply, maintaining a good short- and long-range financial plan enables you to control your cash flow instead of having it control you.

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Debt Management

Call us for your FREE, Personal, NO Obligation Confidential Consultation, and after an in depth discussion about your debt problem, we will work out a plan that is suitable for your particular situation which will shorten the time required to pay off your debts and most importantly, saves you a significant amount of interest. As part of our commitment to service, we review your plan every six months FREE of Charge during the time specified in the plan developed for you to ensure that any changes in your circumstances are taken into account and reflected in your statement of income and monthly outgoings. This helps you keep up to date with what you can reasonably afford to pay no matter how your life may change during your debt management plan.

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Fiduciary Services

A Professional Fiduciary is an individual who accepts responsibility for looking after the needs and affairs of another person. Clients served include those seeking assistance with handling their needs and business for a variety of personal reasons.  In addition, other services include aid to a recently widowed or surviving spouse, assistance to those who are ill, handicapped, or incapacitated.  We can serve as a Trustee or Successor Trustee.  We are available to provide services for either Conservatorship of Person or Conservatorship of Estate or both.

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IRS Representation

IRS audits can be an intimidating, complex, long and arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities.

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Loan Packaging

We assist businesses obtain the proper amount of financing to start, purchase, expand, or restructure their debt to ensure their future success. We help prepare business plans, and help guide through the lending process. We have built relationships with bankers and lenders for both business and personal needs as well has home purchase and refinance.

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Notary Services

The job of a notary is to serve the public in non-contentious matters, usually concerned with estates, deeds, powers-of-attorney, and foreign and international business. We provide virtually any type of notary service.

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Payroll Services

Payroll management can be difficult for business owners as there are many laws and regulations to consider. In addition, when your business size increases, so does your payroll administration.  In addition to calculating your payroll tax obligations, we can prepare and file the necessary monthly, quarterly, and annual returns that cover withholding, payroll, and unemployment taxes.  We can also prepare and file 1099’s. Please click here for a  Payroll Demo.

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Personal Finance

Our experts design and implement customized strategies to address your unique situation and help you manage your financial goals. Working with you and your advisors, including lawyers, financial and investment advisors, insurance agents and other professionals, we provide a complete range of services including : financial education, consumer awareness, credit information, setting financial goals, creating a financial plan, planning for retirement, education funding guidance, estate and trust strategies, legacy and elder care planning.

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QuickBooks Set up and Training

QuickBooks installation & setup
QuickBooks payroll
QuickBooks training
Cleaning up the “Mess”
File review and data analysis
As a QuickBooks Certified ProAdvisor®, we are provided with the software, support, information and resources necessary to give the outstanding service and support to our QuickBooks and small business clients.

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Sales Tax Services

Many businesses are responsible for sales taxes. We can assist your company with the preparation of sales tax returns in an efficient and timely manner.

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Tax Planning & Preparation

Our goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, identifying applicable deductions, etc. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Tax preparation is one of our most popular services because we can lend an experienced, professional eye to your tax return and ensure that you get the highest return possible.

Please see our Resources tab for more helpful tax information.

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Call today to schedule an appointment! (657) 224-4242

We are currently serving clients in the following industries:

  • Automotive
  • Construction/Contractors
  • Consulting
  • Design/Architecture/Engineering
  • Education
  • Financial Services
  • Health/Fitness
  • Insurance/Brokerage
  • Machine/Fabrication
  • Marine Sales/Repair
  • Marketing Agencies
  • Non-Profit
  • Printing
  • Property Management
  • Real Estate
  • Restaurants/Catering
  • Retail
  • Rubber Products Manufacturing
  • Transportation
  • Wholesale/Retail Distribution

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