Business Details
43 Years
experience
Trusted Accounting Services in California
Established in 1983, our accounting practice delivers comprehensive tax, accounting, and bookkeeping solutions for individuals, corporations, partnerships, estates, trusts, and tax-exempt organizations. We specialize in serving the entertainment industry, including loan-out corporations and their payroll needs, while leveraging secure, paperless technology to support clients globally. Our expertise combines decades of experience with a client-centric approach, offering tailored financial solutions and representation during tax audits. We prioritize seamless service through QuickBooks-certified systems and personalized consultations, ensuring compliance and efficiency for diverse client needs. Services
Tax Planning
Payroll Services
Estate Planning
Bookkeeping
Audit Representation
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of experience in tax and accounting services.
- Specialized expertise in entertainment industry payroll and loan-out corporations.
- Secure, paperless systems for global client collaboration.
- Certified professionals with deep knowledge of multi-state compliance.
- Personalized consultations with a focus on client-specific financial solutions.
Associations and certifications
- California Society of Certified Public Accountants
- QuickBooks-Certified Pro Advisor
Services
Tax Planning
We offer comprehensive tax planning and compliance solutions for individuals, corporations, and trusts. Our services include multi-state returns, audit representation, and strategic tax consultation to minimize liabilities while ensuring regulatory compliance.
Payroll Services
Our payroll services cover income reporting, SAG payrolls for independent films, and compliance with tax regulations. We ensure accurate and timely processing for businesses in the entertainment industry and beyond.
Estate Planning
We provide estate planning consultations, trust administration, and gift tax return preparation. Our approach ensures seamless asset distribution and compliance with legal requirements for estates and trusts.
Bookkeeping
Our bookkeeping services include QuickBooks setup, budgeting, and financial reporting. We deliver accurate records and insights to support informed business decisions for small businesses and corporations.
Audit Representation
We represent clients during tax audits, providing expert guidance and documentation to resolve disputes with tax authorities. Our goal is to protect clients' interests while ensuring compliance with tax laws.
People
Margo Linden Katz
CPA
Margo has worked as an accountant since 1983, transitioning from a quantitative chemist role. She specializes in entertainment industry tax solutions and holds certifications in QuickBooks software.
Questions
What services do you offer?
We provide tax planning, payroll services, estate planning, bookkeeping, and audit representation for individuals and businesses.
Do you specialize in any industry?
Yes, we specialize in serving the entertainment industry, including loan-out corporations and payroll management.
Can you handle multi-state tax compliance?
Yes, we prepare and manage multi-state tax returns for corporations, partnerships, and individuals.
Are your services available remotely?
Yes, our paperless office supports secure remote collaboration with clients worldwide.
How long have you been in business?
We have served clients since 1983, offering over four decades of accounting expertise.
