Business Details
We are a regional certified public accounting firm located in Belmont Shore, California. Our firm has been helping clients realize their goals since 1981. We offer personalized service specializing in the needs of small businesses, including tax, QuickBooks training, bookkeeping, and business development. Our mission is to establish personal relationships with our clients, allowing them to realize all of their financial goals. We have entered strategic alliances with other respected firms, leaders in their fields, to provide a full range of related services. We are members of AICPA, NAEA, and California Society of Certified Public Accountants. Our focus has been on tax compliance and planning, especially the tax needs of business owners. We strive to provide quality service and products in a timely fashion. Our greatest asset is our people and the personal relationships we have with our clients. We are passionate about providing clients with individually tailored strategies guaranteed to have a powerful and positive impact on their business and quality of life.
We encourage open and honest communication and care deeply about our relationship with our clients. We respect and recognize the efforts of our team and provide them with the opportunity to share in the success of the organization. Our team is committed to helping clients grow and manage their business more profitably while improving their quality of life. We continue to expand our services, staff, and strategic alliances to achieve this goal. With over 40 years of experience, we have developed a deep understanding of the needs of small businesses and are dedicated to providing expert guidance and support. Our expertise in tax compliance and planning has allowed us to help numerous clients achieve their financial goals. We are proud of our reputation for providing exceptional service and look forward to continuing to serve our clients with the highest level of professionalism and integrity.
We encourage open and honest communication and care deeply about our relationship with our clients. We respect and recognize the efforts of our team and provide them with the opportunity to share in the success of the organization. Our team is committed to helping clients grow and manage their business more profitably while improving their quality of life. We continue to expand our services, staff, and strategic alliances to achieve this goal. With over 40 years of experience, we have developed a deep understanding of the needs of small businesses and are dedicated to providing expert guidance and support. Our expertise in tax compliance and planning has allowed us to help numerous clients achieve their financial goals. We are proud of our reputation for providing exceptional service and look forward to continuing to serve our clients with the highest level of professionalism and integrity.
Highlights and features
- We offer over 40 years of experience in tax compliance and planning
- We provide personalized service to small businesses
- We have strategic alliances with other respected firms
- We are members of AICPA, NAEA, and California Society of Certified Public Accountants
- We offer a range of services designed to help business owners achieve their goals
Services
Tax Services
We provide expert tax compliance and planning services to small businesses. Our team of professionals is dedicated to helping business owners achieve their financial goals. We offer a range of tax services, including tax preparation and planning.
Business Development
We help business owners create a specific plan to increase sales and profit growth. Our goal is to give owners more free time and increase the overall value of the business. We offer a range of business development services, including outsourcing of administrative obligations.
Bookkeeping
We provide expert bookkeeping services to small businesses. Our team of professionals is dedicated to helping business owners manage their financial obligations. We offer a range of bookkeeping services, including QuickBooks consulting and financial statement preparation.
Payroll Services
We provide expert payroll services to small businesses. Our team of professionals is dedicated to helping business owners manage their payroll obligations. We offer a range of payroll services, including payroll preparation and processing.
Entity Selection and Planning
We help business owners select the right entity for their business. Our team of professionals is dedicated to helping business owners achieve their financial goals. We offer a range of entity selection and planning services, including financial statement preparation and tax planning.