Accounting & Bookkeeping
There is no one way here:
- We want your physical records to be (ideally) immaculate.
- That means complete, accurate, and you can find what you need immediately.
- Your digital accounts (like QuickBooks) should exactly mirror your file cabinets.
- If you can find and use your cabinets, we can make the computer match that.
- It really is EASY. But if you were scared or already messed up some stuff, let us make it better.
- The longer you stay with incomplete, inaccurate or outdated Digital records, the more it compounds the difficulty to make it right. AND it NEEDS to BE RIGHT!
Rule #1: It has to be right. Otherwise, what’s the point?
Rule #2: We CAN make it Better !
Advice: If you want to pay the highest fees, wait until it’s awful, then give it to a professional right before a tax deadline to get it all corrected immediately.
For those who prefer a safer plan, get it in ASAP to get the best result, in time, and affordably managed and scheduled. Relief IS available.
Tax Services
- Filing (Compliance/Reporting)
- Amending (Timely Fixing, only if useful)
- Audit (Prevention 1st; Representation ONLY if Necessary)
- Planning & Projections (more valuable since complexity seems to be a more politically attractive thing to do now!)
- Stocks are a “special” matter, often high-dollar, high error issues (ISO, ESPP, RSU, and more!)
Business Management
- Advice and Comments always available (we are already looking at your system, records and management; we will tell you what we see)
- The strategy includes Taxes but should not be limited to that. Our JOB is to make you successful. Important issues include employment, markets, sales/marketing, industry “presence”, current affairs, and local issues.
Family/Estate
- All that is part of “Family” is relevant; let’s discuss your facts and situations.
- Funding for college or retirement, it’s ALL important (LONG before it happens!)
- Trusts and Estates need special care and concern for beneficiaries, inception to termination.
Real Estate
- This is California; we all have real estate issues.
- Everything from residence/rental conversions to 1031 Exchanges (Best Tax Saver EVER)
- Real Estate is very California, all the time! Investments, rentals, etc. Come talk Property here!
Not-For-Profit
- These are near and dear to those who care to have communities well-supported and WE DO. Let us know how we can help you help us all.
