Services

We proudly provide the following Year-Round:

Income Tax Preparation

  • Individual & Business Tax
  • Partnerships & Corporations
  • Tax Planning & Business Start-Ups
  • Out-of-State Returns
  • Review & Filing of Prior Years
  • Assist with IRS & State Tax Debts

Accounting & Bookkeeping

  • Payroll Services; including EDD tax filings
  • Sales & Use Tax; including CDTFA (BOE) tax filings
  • 1099’s and W-2 prep & submittals
  • IRS quarterly/yearly forms 940, 941, and 944 filings
  • Monthly Reports and Financial Statements
  • Profit & Loss Statements (Specializing in restaurants)

Other Services

  • Real Estate Services – With Jennifer Franco at Jenniferfrancorealtor.com
  • Assistance with Credit Repair and Negotiate Debts
  • Creating a Household Budget Plan
  • Life Planning (Term Insurance, IRA, 529 Plans, Rollovers)
  • Notary Public