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Tax Preparation and Planning

Strategic tax planning benefits you in the long run.

Our Tax Planning & Preparation services for businesses help you gain a competitive advantage. We offer: 
Organizing - Using our software link portal that makes it easy on you to deliver your documents on a timely and organized way.
Accuracy- We will share tax documents through direct uploads, mobile pictures or imports from your financial banker and accounting software saving you time and unbelievable accuracy. Because data can be imported and directly uploaded on your tax manual posting error is at the minimum.
Responsiveness - We manage our communication more efficiently using various features like mobile accessibility and automated notification. You will know when your tax is done instantly. You will notification to make estimated tax.
Peace of Mind - We will keep track of important client documents and data wisely.
Money Savings - We will go over the outcome of your taxes and provide you with tax analysis for future tax savings. We will compare your tax return against "norms" for similar returns or business.
Change of Business Formation - We will walk you through the benefit and drawbacks of different types of business entities.
Back Taxes and/or Tax Levies - Don't look further. We will work with you until the matter settled.
Audit or Review - We can represent you before the IRS, FTB or Board of Equalization. Once you gave us the power of attorney, we will represent you tirelessly.

Accounting & Bookkeeping Services

Leave day-to-day bookkeeping tasks to us and focus on your business.

Small- and medium-sized business owners don’t have time to manage their books, nor can they afford to hire a full-time bookkeeper. Fortunately, our Accounting & Bookkeeping for Businesses services assist you with accounting and bookkeeping processes, making sure your books are in order and you have accurate reports to make smart financial decisions -- all for an affordable price.
We will work with you to address your budgeting and accounting needs. We ensure all your transactions are correctly recorded and provide you with monthly financial statements that will help you plan your financial strategies. Moreover, you will benefit from our professional guidance and advice whenever you need it, at no additional cost.
Our Accounting & Bookkeeping services for businesses cover:
  • Monthly financial statements
  • General ledger maintenance
  • Budget preparation
  • Accounts payable and recievable maintenance
  • Bank reconciliation
  • Accounting policies and procedures development
  • Year-end tax forms preparation

Audit and Assurance

As your auditor, we comply with an unconditional requirement in all cases in which such requirement is relevant.

Your stockholders, creditors, and private investors may need to know the state of your past and current financial condition so they can base their financial decisions accordingly. We perform our audit using our professional skepticism and judgment. Our audit procedures and recommendation can be used as a mechanism to strength your internal control and may help you to detect fraud and/or prevent various forms of misappropriation or irregularities. 
Our Audit and Assurance servicdes for businesses cover:
  • Financial statement audit
  • Financial statement review
  • Financial statement compilation
  • Agreed-upon procedures
  • Program specific audit
  • The uniform guidance 
  • Audit of HUD programs
  • Single or yellow book audit