Business Details
49 Years
experience
Trusted CPA Services for Businesses & Nonprofits
I have dedicated my career to delivering high-quality, client-focused accounting and tax services since 1977. My practice emphasizes personalized attention and tailored solutions for small to medium-sized businesses, including C Corporations, S Corporations, sole proprietorships, partnerships, LLCs, and nonprofits. With over four decades of experience, including 12 years at a multi-office firm, I provide expertise in accounting, financial reporting, and taxation without the overhead of larger firms. I prioritize my clients' best interests, offering responsive support and strategic guidance to help them navigate complex financial landscapes. My services include general ledger maintenance, staff training, fixed asset management, and preparation of financial statements and tax returns.I also specialize in multi-state tax filings, property tax affidavits, and tax planning to optimize financial outcomes. As a Certified Public Accountant in California and a member of the American Institute of CPAs, I adhere to rigorous professional standards. My commitment to continuous learning is reflected in my participation in the AICPA Peer Review Program and my status as a QuickBooks Pro Advisor. While I currently do not accept new clients, I remain focused on delivering value-driven solutions to my existing clientele.
Services
Financial Reporting
Tax Preparation
Consulting Services
Budgeting
Employee Training
Details
- Year established: 1977
Highlights and features
- 45+ years of specialized accounting experience since 1977
- Personalized service without the overhead of large firms
- Expertise in C/S Corporations, partnerships, LLCs, and nonprofits
- Comprehensive tax planning and multi-state filing capabilities
- Certified CPA with AICPA peer-reviewed standards
Associations and certifications
- Certified Public Accountant (California License #25173E)
- American Institute of Certified Public Accountants (AICPA)
- QuickBooks Pro Advisor
- AICPA Peer Review Program
Services
Financial Reporting
We maintain general ledgers and fixed asset records using advanced accounting systems. Our team provides reviewed financial statements for businesses and third parties while offering ongoing advisory support to ensure accurate reporting. This service helps clients maintain compliance and make informed financial decisions through reliable, up-to-date records.
Tax Preparation
We prepare income tax returns for corporations, partnerships, trusts, and nonprofits. Our expertise includes multi-state filings and property tax affidavits. We ensure compliance with evolving tax regulations while identifying opportunities for tax savings and efficient reporting structures across different business entities.
Consulting Services
We analyze business transactions to project after-tax consequences and provide strategic tax planning. Our consulting helps clients understand financial implications of decisions, optimize tax positions, and implement effective budgeting strategies tailored to their specific business models and growth objectives.
People
Certified Public Accountant
Owner
Licensed CPA in California with over 45 years of experience. Former multi-office firm partner turned independent practitioner. Specializes in corporate taxation, financial reporting, and strategic business consulting for small to mid-sized organizations.
Questions
What accounting services do you offer?
We provide general ledger maintenance, fixed asset management, staff training, and reviewed financial statements for businesses and third parties.
Do you handle multi-state tax filings?
Yes, we prepare and file multi-state income tax returns for corporations, partnerships, and other business entities.
What business structures do you support?
We work with C Corporations, S Corporations, sole proprietorships, partnerships, LLCs, and nonprofit organizations.
Are you currently accepting new clients?
No, we are not accepting new client relationships at this time.
