Business Details
Your Trusted Partner for Accounting & Tax Solutions
With over four decades of expertise in accounting, finance, and tax services, our firm delivers personalized solutions tailored to individuals, startups, and growing businesses. Founded on principles of professionalism and client-centric service, we combine deep industry knowledge with a commitment to staying ahead of evolving tax regulations. Our team, led by a seasoned Certified Public Accountant and former Senior Audit Manager at Price Waterhouse, prioritizes transparency, accuracy, and proactive tax-saving strategies.From IRS audit representation to QuickBooks setup, we empower clients to navigate financial complexities with confidence. Backed by memberships in the AICPA and as QuickBooks Pro Advisors, we blend technical excellence with accessible, responsive support to ensure long-term financial success for every client.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
IRS Audit Representation
Business Advisory
Forensic Accounting
Tax Planning
Bank Financing
Elder Care Planning
Litigation Support
Highlights and features
- We offer over 42 years of experience in accounting and finance.
- Our team includes a former Senior Audit Manager at Price Waterhouse.
- We are members of the American Institute of CPAs (AICPA).
- We provide expert financial council for startups and growing businesses.
- We combine technical expertise with personalized, responsive service.
Associations and certifications
- AICPA
- QuickBooks Pro Advisor
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. With expertise in complex tax scenarios, including non-filed returns and IRS audits, we deliver accurate, timely filings tailored to your financial situation.
IRS Audit Representation
Our firm specializes in IRS audit representation, protecting clients during tax investigations. We handle communication with the IRS, organize documentation, and advocate for fair resolutions. With deep knowledge of tax law and audit procedures, we reduce stress and ensure compliance while safeguarding your financial interests during examinations.
Payroll Services
We streamline payroll management, including tax filings, direct deposits, and compliance reporting. Our services cover W-2s, 1099s, and new-hire registrations, ensuring adherence to evolving regulations. By outsourcing payroll to us, businesses save time, reduce errors, and avoid penalties associated with mismanagement of employee compensation and tax withholdings.
QuickBooks Setup
We offer QuickBooks setup and training to optimize financial tracking for small businesses. Our experts configure the software to match your workflow, ensuring accurate bookkeeping and reporting. From initial setup to ongoing support, we help clients leverage QuickBooks for cash flow management, invoicing, and financial analysis.
Business Advisory
Our advisory services focus on cash flow management, business valuation, and succession planning. We provide strategic guidance to improve profitability and sustainability, including forensic accounting for fraud detection and internal controls. Tailored to startups and established firms, our advice supports data-driven decisions for long-term growth and operational efficiency.
People
Mark C. Thomas
CPA
Certified Public Accountant with 42 years of experience in accounting, finance, and IRS audit representation. Former Senior Audit Manager at Price Waterhouse, specializing in tax planning, QuickBooks solutions, and financial advisory for individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, QuickBooks setup, and financial advisory services tailored to small businesses.
Can you help with IRS tax debt or audits?
Yes, we specialize in IRS audit representation, tax debt resolution, and negotiating offers in compromise to reduce liabilities.
Do you offer QuickBooks support?
Yes, we offer QuickBooks setup, training, and troubleshooting to streamline your accounting processes.
What areas do you serve?
We serve clients in Irvine, Murrieta, Lake Elsinore, and surrounding areas of California.
Are you available for new clients?
Yes, we welcome new clients and offer personalized consultations to address their financial needs.
