Accounting, Tax, and Bookkeeping Services
Vision
We envision individuals, small business and family/community entities all striving for fair and just prosperity, both physically and financially.
Mission
Our commitment is to provide proactive and innovative financial and tax services. Procedures & timing are more effectively accomplished on an on-going basis, throughout each year. We plan a lot here.
Taxes are that part of your life that is about income and deductions. The best outcomes can include consideration of more aspects of life. Especially, with planning before taxes are due. We listen to YOUR concerns, ask the right questions and take the time to understand YOUR goals and objectives. YOU are valued Clients.
Common targets are increased sales, a relaxing retirement, cost-managed college/education. California life always concerns real estate; maybe rent vs buy, evaluating a future buy/sell or “exchange” of property is normal here. Such well-thought-out realities achieve more NETcash than with no action plan at all.
Uncontrolled Forces
No big surprise; we do not control or enjoy the IRS these days. It does not change our focus. There’s no reward for complaining, only for solutions!
The speed of today’s life makes us all really, busy. We commit to remain current in technology and education makes us more secure, accurate and efficient. Working with only the most trusted professionals, collaborators, and software, we succeed with the efforts of a well-connected team.
Our responsibility: to be part of YOUR Success Team!
While each client is unique, the most important parts of making everything possible here are every customer’s dreams and beliefs and values. Please share. We want to listen.
