Business Details
29 Years
experience
Expert Accounting and Tax Services in San Dimas
Raven Paul has been serving small and medium-sized businesses since 1997, providing comprehensive accounting and tax services typically reserved for large organizations. Our team of seasoned professionals combines advanced training with technical expertise to deliver strategic financial advice tailored to each client's unique needs. With decades-long client relationships and a commitment to personalized service, we specialize in tax preparation, business advisory services, and retirement planning while maintaining a deep understanding of evolving tax laws.Our approach emphasizes open dialogue and proactive planning to help clients achieve financial independence and business success. We offer free consultations and prior-year tax return reviews to ensure clients receive accurate, forward-thinking financial guidance.
Services
Tax Preparation
Retirement Planning
Estate Planning
Bookkeeping Services
IRS Audit Representation
Business Advisory
Payroll Services
QuickBooks Support
Tax Relief Solutions
Succession Planning
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of specialized accounting experience for small businesses
- Our team provides personalized financial planning with free initial consultations
- We deliver comprehensive IRS audit representation and tax relief solutions
- Our QuickBooks-certified professionals offer software implementation and training
- We maintain decades-long client relationships through consistent, reliable service
What people say
Leading firms in the area
Close personal attention
Professional and responsive
Quality service
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filing for individuals and businesses. We maximize deductions while maintaining compliance with current tax regulations. Our experienced CPAs handle complex returns for small businesses, self-employed professionals, and high-net-worth individuals.
Retirement Planning
We develop customized retirement strategies that consider Social Security optimization, IRA conversions, and investment risk management. Our plans integrate tax implications with long-term financial goals to ensure sustainable income throughout retirement years.
Estate Planning
Our estate planning services coordinate asset distribution with tax-efficient strategies. We work with legal professionals to implement trusts, gift tax planning, and business succession frameworks that protect family wealth across generations.
Bookkeeping Services
We provide complete bookkeeping solutions including cash flow management, accounts payable/receivable, and financial statement preparation. Our systems ensure accurate records for informed business decisions and audit readiness.
IRS Audit Representation
Our enrolled agents represent clients during IRS audits, handling all communications and documentation. We implement strategies to minimize liability while resolving back taxes, liens, and wage garnishments through payment plans or offers in compromise.
People
Raven Beeso
Founder
Co-founder with 25+ years of accounting experience, specializing in small business tax strategies and financial planning.
Paul Router
Founder
Co-founder offering expertise in IRS audit defense and complex tax return preparation for businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll processing, financial statement preparation, cash flow management, and QuickBooks support tailored to small business needs.
How can you help with retirement tax planning?
Our retirement planning integrates tax-efficient withdrawal strategies, IRA conversion analysis, and Social Security optimization to minimize lifetime tax liability while ensuring financial security.
Do you handle IRS tax lien negotiations?
Yes, our enrolled agents negotiate IRS liens and levies, implementing payment plans or offers in compromise to resolve tax debt issues.
What estate planning services are available?
We coordinate trust administration, gift tax planning, and business succession strategies with legal professionals to ensure tax-efficient wealth transfer.
Can you assist with QuickBooks setup for new businesses?
Yes, our QuickBooks ProAdvisors provide software implementation, chart of accounts setup, and customized training for small business owners.
