Business Details
35 Years
experience
Your Trusted Tax Partner in Covina, CA
Since 1991, our firm has provided comprehensive accounting and tax services to individuals and businesses throughout Covina. With over 40 years of experience in the industry, we specialize in tax preparation, strategic planning, and resolving complex IRS issues while prioritizing personalized client service. Our expertise spans individual and corporate tax returns, financial statement preparation, and representation before tax authorities.Utilizing continuing education and modern technology, we deliver accurate, efficient solutions tailored to each client's unique needs. Our commitment to excellence has earned the trust of thousands of clients who rely on us for their financial success.
Services
Tax Preparation
IRS Representation
Tax Planning
Bookkeeping Services
Payroll Processing
Financial Statements
Business Start-up
Details
- Year established: 1991
Highlights and features
- We offer 40+ years of tax and accounting expertise
- Our team provides IRS audit representation and tax settlements
- We develop tailored tax minimization strategies
- We serve diverse entities including corporations and non-profits
- Our office has served Covina since 1991
Associations and certifications
- CPA
Services
Tax Preparation
Our tax preparation service covers individual, corporate, and business entity returns including LLCs, partnerships, estates, and trusts. We ensure accurate filings while maximizing deductions and credits. With decades of experience handling complex tax situations, we maintain compliance while minimizing tax liability for all clients.
IRS Representation
We provide professional representation for clients facing IRS audits, tax notices, liens, and levies. Our experts communicate directly with tax authorities to resolve collection matters efficiently. This service includes negotiating installment agreements and tax settlements to alleviate financial burdens while protecting client interests.
Tax Planning
Our tax planning service develops customized strategies for long-term tax minimization. We offer annual and mid-year planning sessions to optimize financial decisions and implement proactive tax-saving measures tailored to individual and business client needs across various industries.
Bookkeeping Services
We provide comprehensive bookkeeping and monthly financial statement preparation for small businesses. This service maintains accurate financial records and prepares detailed reports to support informed business decisions while ensuring year-round tax readiness and compliance with financial regulations.
Payroll Processing
Our payroll services handle employee payment processing, tax withholding calculations, and regulatory compliance reporting. We ensure accurate and timely payroll tax filings while maintaining compliance with state and federal employment tax requirements for small business clients.
People
Doug Sanchez
CPA
Doug Sanchez is a Certified Public Accountant with over 40 years of experience in tax and accounting services since graduating from USC in 1982. He provides comprehensive tax solutions and financial guidance to individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, and business tax returns for small businesses.
Can you help with IRS tax problems?
Yes, we offer IRS audit representation, tax settlement negotiations, and resolution of tax notices and liens.
How can I schedule a tax consultation?
Call 626-858-5410 during regular business hours to schedule a tax consultation appointment.
What types of tax planning services do you provide?
We offer long-term, annual, and mid-year tax planning services for individuals and small businesses.
Do you handle tax returns for non-profit organizations?
Yes, our firm prepares tax returns for non-profit organizations and other specialized entities.
