Business Details
30 Years
experience
Trusted Accounting & Tax Services Since 1996
Our firm has been dedicated to providing comprehensive financial guidance since 1996. With decades of combined experience, we specialize in accounting, taxation, and business consulting for small businesses and individuals. Our team leverages deep expertise in GAAP-compliant financial reporting, tax law compliance, and strategic business planning to deliver personalized solutions. We maintain membership in the American Institute of CPAs and California Society of CPAs, ensuring adherence to the highest professional standards.Our web-based accounting solutions combine affordability with technical precision, while our cash flow analysis and forecasting services help clients minimize financial risks. We prioritize long-term client relationships through transparent communication and tailored advisory services that address both immediate needs and future growth objectives.
Services
Accounting Services
Tax Planning
Business Consulting
Bookkeeping
Financial Forecasting
Tax Preparation
IRS Representation
Cash Flow Analysis
Financial Statements
Payroll Management
Details
- Year established: 1996
Highlights and features
- We offer 30+ years of combined experience in taxation and accounting.
- Our team provides GAAP-compliant financial reporting for banks and investors.
- We implement customized tax compliance monitoring systems.
- Our cash flow analysis services prevent cost overruns and lost discounts.
- We offer personalized representation before the IRS and state tax authorities.
Associations and certifications
- American Institute of CPAs
- California Society of CPAs
Services
Accounting Services
We provide GAAP-compliant accounting services including receivables/payables management, payroll processing, and financial statement preparation. Our solutions support business decision-making through accurate financial data tracking and analysis. Services include custom managerial reports and third-party compliant statements for banks and investors.
Tax Planning
Our proactive tax planning identifies year-round opportunities to minimize liabilities. We monitor legislative changes and implement compliance systems to prevent penalties. Services include due-date tax monitoring, strategic filing optimization, and long-term tax burden reduction planning for individuals and businesses.
Business Consulting
We offer strategic consulting to improve business efficiency and profitability. Services include operational analysis, cash flow optimization, budgeting strategies, and financial forecasting. Our consultants develop customized solutions for small businesses seeking sustainable growth and improved financial performance.
IRS Representation
Our firm provides professional representation before tax authorities. We handle IRS and state tax audits, negotiate offers in compromise, and resolve collection issues. With deep knowledge of tax code and procedural requirements, we advocate for favorable resolutions to tax disputes.
Financial Forecasting
We create detailed financial projections and 'what-if' scenarios to help businesses prepare for contingencies. Our forecasting services include proforma statements, cash flow modeling, and scenario analysis to support strategic decision-making and risk mitigation.
People
Parveen Maheshvari CPA
CPA/PFS, CFP, MS (TAX)
Certified Public Accountant with 30+ years of experience in taxation and financial consulting. Former cost accountant in India, now serving Bay Area small businesses since 1984. Specializes in tax law compliance and business strategy.
Questions
What accounting services do you offer for small businesses?
We provide full-charge bookkeeping, financial statement preparation, payroll management, and GAAP-compliant reporting tailored to small business needs.
How do you help clients with tax planning?
We monitor tax law changes year-round and implement compliance systems to minimize liabilities while preventing late filing penalties through strategic planning.
What tax representation services are available?
We offer complete IRS and state tax authority representation, including audit defense and negotiation of offers in compromise for tax debt resolution.
Do you provide financial forecasting for business planning?
Yes, we create customized financial projections and 'what-if' scenarios to help businesses prepare for unexpected contingencies and strategic opportunities.
What makes your firm different from other accounting services?
We combine 30+ years of technical expertise with personalized service, maintaining both American Institute of CPAs and California Society of CPAs memberships for professional excellence.
