Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Eureka, CA
Founded in 1974 by Dan Aalfs, our firm has built a legacy of excellence in tax and accounting services. Gary Evans joined shortly after inception, and together with a dedicated team of professionals, we have maintained a commitment to high-level service for over four decades. Our collaborative approach ensures clients benefit from collective expertise in navigating complex tax regulations and evolving financial landscapes. We specialize in delivering personalized solutions for business owners, executives, and independent professionals, combining technical proficiency with individualized attention. Our team remains current with regulatory changes through continuous education and group practice, ensuring accurate, forward-thinking advice.We prioritize transparency, ethical standards, and long-term client relationships, acting as trusted advisors to help clients achieve financial success. Our services extend beyond compliance to include strategic planning, payroll management, and coordination with trusted financial partners. With decades of combined experience, we offer a free consultation to understand client needs and tailor our approach accordingly. Our reputation in Eureka, CA, reflects our dedication to resolving tax challenges and simplifying financial decision-making for individuals and businesses alike. This enduring commitment to service excellence continues to define our practice today.
Services
Tax Planning
Accounting Audits
Payroll Preparation
Financial Planning
Litigation Support
Details
- Year established: 1974
Highlights and features
- We have over 47 years of experience in tax and accounting services.
- Our team approach ensures comprehensive solutions for clients.
- We specialize in navigating complex tax regulations for businesses.
- Free initial consultation to understand client-specific needs.
- Continuous education ensures compliance with evolving financial standards.
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial outcomes through strategic deductions, credits, and compliance strategies. We analyze current financial situations to develop customized plans that minimize tax liabilities while aligning with long-term goals. Our expertise in evolving tax regulations ensures clients receive accurate, forward-thinking advice tailored to their specific needs.
Accounting Audits
We provide comprehensive accounting audit services including preparation of audited, reviewed, and compiled financial statements. Our team ensures accuracy and compliance with regulatory standards while offering insights into financial health and operational efficiency. Services extend to personal financial statements and projections, supporting informed decision-making for individuals and business owners seeking reliable financial reporting.
Payroll Preparation
Our full-service payroll department manages all aspects of payroll processing, including tax filings and compliance reporting. We ensure accurate and timely payment of employees while maintaining adherence to federal and state regulations. This service integrates seamlessly with broader accounting needs, reducing administrative burdens for small-to-medium businesses requiring efficient payroll solutions.
Financial Planning
We offer personalized financial planning focused on retirement strategies, estate planning, and tax-efficient wealth management. Our approach evaluates individual goals to create tailored plans addressing wills, trusts, insurance, and investment strategies. By analyzing tax implications of financial decisions, we help clients build sustainable wealth aligned with their personal and professional objectives.
Litigation Support
Our litigation services include expert witness testimony and financial analysis for legal proceedings such as marital dissolutions. We provide court accountings and forensic evaluations to support dispute resolution with precise, defensible financial documentation. This specialized service combines accounting expertise with legal compliance to assist attorneys and individuals in complex legal matters.
People
Jay Reed
CPA Partner
Jay Reed, CPA Partner, has over 20 years of experience in tax and accounting. He specializes in corporate tax strategy and client advisory services, bringing deep expertise in navigating complex tax regulations. His focus is on delivering tailored financial solutions that align with client goals.
Jon Stocum
CPA Partner
Jon Stocum, CPA Partner, specializes in business accounting and financial planning. With extensive experience in audit services and regulatory compliance, he helps clients maintain accurate financial records while optimizing tax positions through strategic planning initiatives.
Anthony Stubbs
CPA Partner
Anthony Stubbs, CPA Partner, focuses on estate planning and individual tax services. He provides strategic guidance on wealth preservation and tax-efficient transfer of assets, leveraging over 15 years of experience in personal financial planning.
Tina Conti
Accounting & Tax Manager
Tina Conti, Accounting & Tax Manager, oversees daily tax operations and client service delivery. With expertise in payroll tax compliance and business consulting, she ensures efficient processing and accurate reporting for corporate clients across multiple industries.
Garth Bonomini
Staff Accountant II
Garth Bonomini, Staff Accountant II, supports audit and accounting functions with attention to detail in financial statement preparation. He assists in tax compliance and consulting services, applying technical knowledge to help small businesses maintain accurate financial records.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including financial statement preparation, payroll processing, tax compliance, and business advisory services tailored to small-to-medium enterprises.
How can you help with personal tax planning?
Our tax planning services identify deductions, credits, and strategies to minimize individual tax liabilities while aligning with long-term financial goals through personalized consultations.
Do you offer IRS representation services?
Yes, we provide tax audit representation and resolution services to help clients address IRS inquiries, collections, and compliance issues with professional advocacy.
What areas do you serve?
We primarily serve Eureka, CA and surrounding areas, providing personalized accounting and tax services to businesses and individuals in Humboldt County.
How do you stay current with tax law changes?
Our team participates in continuous professional education programs to maintain expertise in evolving tax regulations and accounting standards.
Can you assist with financial software implementation?
Yes, we offer QuickBooks consulting and accounting software evaluation to help businesses implement efficient financial management systems.
