Services

As a full service CPA firm we provide a full range of services.

• Federal and state tax returns (including states outside of California) for individuals, businesses and trusts.
• Tax planning in order to pay the lowest legal tax possible.
• Accounting services including financial statements for business and personal loans.
• Estate taxes, planning and fiduciary accounting.
• Serving as trustees for living trusts and post mortem trusts.
• Providing business plans for those starting up a business or growing a business.
• Business management, when your time is better spent on other things.
• Basic business services: bookkeeping, payroll, payroll taxes and all local reporting and taxes.
• Elder financial care, when seniors need some help with their finances.
• Advising on real estate transactions.