Business Details
Trusted Accounting & Tax Services in Los Angeles
We are a boutique public accounting firm licensed in California, dedicated to providing comprehensive financial solutions for business owners, executives, and independent professionals. With a focus on personalized service and expertise, we combine affordability with deep industry knowledge to help clients navigate complex tax laws, optimize financial performance, and achieve long-term success. Our team brings decades of combined experience from leading firms, including PricewaterhouseCoopers and regional accounting practices, ensuring clients receive strategic guidance tailored to their unique needs in industries such as real estate, construction, and consulting. Services
Tax Services
Individual Tax Preparation
Small Business Accounting
CFO Services
QuickBooks Services
Cryptocurrency
Payroll Solutions
Financial Planning
NetSuite Services
Tax Planning
Highlights and features
- We offer personalized accounting services tailored to your specific needs.
- Our team has extensive experience in tax planning and business consulting.
- We provide affordable rates without compromising on quality.
- We serve clients in West Los Angeles and The Bay Area with local expertise.
- Our comprehensive services cover tax preparation, bookkeeping, and financial planning.
Services
Tax Services
Our tax services specialize in individual and business tax planning, preparation, and compliance. We ensure adherence to evolving tax regulations while maximizing deductions and credits. Clients benefit from strategic advice to minimize liabilities and optimize financial outcomes.
Small Business Accounting
We manage monthly or quarterly accounting tasks, including bank reconciliations, income statements, and balance sheets. This service provides business owners with accurate financial insights, enabling data-driven decisions and streamlined operations.
CFO Services
Our outsourced CFO services deliver expert financial guidance for strategic growth. We assist with forecasting, cash flow management, and tax planning, offering scalable solutions for businesses at any stage to enhance profitability and stability.
QuickBooks Services
We provide QuickBooks setup, training, and optimization to help businesses leverage the softwares full potential. This service ensures efficient financial tracking, reporting, and compliance for small to mid-sized enterprises.
Cryptocurrency
Our cryptocurrency services address tax implications for investors and traders. We offer compliance strategies and reporting solutions to navigate the complexities of crypto transactions under U.S. tax laws.
People
Robert A Ricco
CPA
Robert Ricco is a Certified Public Accountant with expertise in tax planning and business consulting. He serves clients in real estate, construction, and consulting industries, combining experience from PricewaterhouseCoopers and local firms.
Daniel O'Neill
Tax Preparer
Daniel O'Neill specializes in tax preparation and business management. A former YMCA Program Director, he brings community-focused expertise and is pursuing CPA licensure.
Lisa Jonsson
Staff Accountant
Lisa Jonsson provides bookkeeping and accounting services. With experience in the Bay Area, she is a member of AICPA and CalCPA, working toward CPA licensure.
Questions
What accounting services do you offer for small businesses?
We provide monthly/quarterly bookkeeping, bank reconciliations, income statements, balance sheets, and payroll solutions tailored to small business needs.
Do you handle both individual and business tax preparation?
Yes, we offer comprehensive tax services for individuals, businesses, and executives, including planning and compliance with evolving tax laws.
Can you assist with QuickBooks setup and training?
We offer QuickBooks setup, optimization, and training to ensure businesses maximize the software’s features for efficient financial management.
What is your approach to cryptocurrency taxation?
We provide guidance on U.S. tax implications for crypto investors, ensuring accurate reporting and compliance with IRS regulations.
Do you offer outsourced CFO services?
Yes, our outsourced CFO services include financial forecasting, cash flow management, and strategic tax planning to support business growth.
