Business Details
38 Years
experience
Expert Accounting Services in Citrus Heights, CA
Founded in 1988 by Cindy Conklin, our firm redefines client relationships in accounting by prioritizing personalized service over impersonal transactions. With over 40 years of combined experience, we specialize in holistic accounting, bookkeeping, tax preparation, and financial education tailored to California businesses and startups. Our founder's 35-year career in public and private accounting, coupled with her Elite QuickBooks ProAdvisor certification and IRS/CTEC credentials, ensures clients receive expert guidance on tax compliance, software solutions, and financial best practices. We focus on simplifying complex accounting processes, delivering transparent pricing, and building long-term partnerships grounded in trust and educational empowerment. Services
Accounting
Bookkeeping
Business Tax
Personal Tax
Tax Services
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of accounting experience with personalized service
- Our founder is a certified Elite QuickBooks ProAdvisor
- IRS-licensed and CTEC-approved tax preparation professionals
- Specialized in California tax compliance and business accounting
- Proven track record of simplifying complex financial processes
Associations and certifications
- IRS
- CTEC
- QuickBooks ProAdvisor
What people say
Fair pricing
Knowledgeable
Efficient
Personalized attention
Maximum refund
Services
Accounting
Our holistic accounting services provide clarity and accuracy in financial record-keeping. We help businesses maintain organized books, ensure compliance with regulatory standards, and build trust through transparent financial reporting. Clients benefit from customized solutions that simplify complex accounting processes.
Bookkeeping
Efficient bookkeeping services organize and manage financial data for peace of mind. We implement systematic tracking of income and expenses, generate regular financial statements, and maintain accurate records to support informed business decisions.
Business Tax
Optimized business tax solutions navigate California's complex tax landscape. Our expertise includes corporate tax preparation, strategic planning for tax savings, and resolution of payroll tax issues with tailored compliance strategies.
Personal Tax
Personal tax expertise maximizes individual refunds while ensuring compliance. We provide comprehensive tax preparation, deduction optimization, and year-round planning to minimize tax liabilities for California residents.
Tax Services
Full-spectrum tax services cover preparation, planning, and resolution. From back taxes to non-filed returns, our team addresses complex tax situations with strategic solutions that ensure compliance and financial stability.
People
Cindy Conklin
Founder/Accountant
With 35 years of accounting experience, Cindy founded this firm to prioritize personalized service over impersonal transactions. Certified QuickBooks ProAdvisor, IRS-licensed, and CTEC-approved, she specializes in simplifying financial processes for California businesses.
Questions
What accounting services do you offer?
We provide comprehensive accounting, bookkeeping, tax preparation, and financial consulting services for businesses and individuals in California.
How experienced are your accountants?
Our founder has 35+ years of experience with IRS/CTEC credentials and QuickBooks ProAdvisor certification, serving California clients since 1988.
Can you help with QuickBooks software?
As a certified Elite QuickBooks ProAdvisor, we offer expert software solutions, training, and integration tailored to your business needs.
Do you handle complex tax situations?
Yes, we specialize in resolving back taxes, non-filed returns, payroll tax dilemmas, and optimizing tax savings for California businesses.
What makes you different from other accountants?
We combine technical expertise with personalized service, focusing on education and simplifying financial processes rather than complicating them.
