Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
*Tax planning & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
*Taxing authority representation
*Divorce and support issues
*Tax effects of buying/selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
We also prepare all payroll reports for household employees through our Elder Care Department.
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
*Audit- an intensive examination with the highest level of assurance
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
For our peer review results, click here.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*General ledger & financial statement preparation
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
*Personal financial statements
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
Accounting Software Selection & Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Professional Experience You Can Trust
Our services expedite the estate settlement process. We are dedicated to assisting family members in the complicated process of properly administering a living trust.
People generally have the expectation that by simply creating a living trust they will ensure that their estate will pass to their beneficiaries immediately upon death without legal representation, without court involvement, without disputes and without cost.
Being a Trustee Can be Risky
All too often, an adult child or other family member is named as the trustee following the creator's death. Rather than being a badge of honor, the trusteeship is a complicated and thankless job with duties and responsibilities imposed by the law or the trust instrument. Lack of knowledge of these laws and responsibilities puts a trustee in a risky situation that could lead to a civil suit and personal liability.
How We Can Help
We are dedicated to assisting you, the family member trustee, to properly administer your trust and to fully comply with all your legal duties. Our purpose is to take the worry and frustration out of your responsibilities, giving you peace of mind. Our services will expedite the estate settlement process.
This site is intended solely for educational purposes. It should not be relied upon as legal advice. You should consult your lawyer with respect to your individual case. Also, the information provided in this site is based upon California law, and where applicable, Federal tax law. The laws of your state may differ from California law.
Eldercare Services/Senior Focus Department
Whether you travel extensively; are elderly without family help; or just want to turn your bills over to someone else, we can help. We have a client trust account from wherin we deposit your funds and disburse them for you. You receive a computerized report monthly showing all activity on your behalf.Our highly trained staff can assist you with a myriad of tasks, and not only those relating to financial matters. We can arrange for personal bill paying while you are traveling, or if financial management has become a burden for you. We can provide any level of service you require from simply paying your monthly bills to some or all of the following:
1. Estate planning, conservatorships, and management of trustee responsibilities.
2. One-on-one budget plans.
3. preparation of individual, estate, and payroll tax returns, both federal and state.
4. Referrals, co-ordination, and supervision of senior support and personal service agencies.
5. Consumer protection guidance from mail and telemarketing promotions which may take advantage of an older person.
6. Monthly in-home visits for follow-up support, as well as client care and comfort.
7. Complete confidentiality maintained.
*Services can be customized into personalized plans, billed monthly, or as needed at hourly rates.
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