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

Accounting Services

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Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

Other Services

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Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

*Mergers & acquisitions

*Asset protection

*Investment review

*Bankruptcies

*Litigation support

*Cash flow forecasting

*Employee benefit plans

*Expert witness services

*Internet commerce

Tax Services

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Tax Services

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

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

IRS Representation

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.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Consulting Services

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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.

Business Consulting

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.

Consulting Services

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

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

Miscellaneous

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CTEC Qualified Education Provider

We provide the California Tax Education Council (CTEC) 60 Hour Qualifying Tax Education Course and CTEC 20 Hour Continuing Education through our affiliation with our education partner Latino Tax Professionals Association www.latinotaxpro.org

We offer the Qualifiying Education class in Marina, Soledad, Gilroy and Salinas.

Bookkeeping Courses

Coming Soon!

ITIN Certifying Acceptance Agency

We are certified by the Internal Revenue Service to review your original documentation and submit your certified copies to the IRS along with your completed 1040 so you can receive an Individual Tax Identification Number. This will allow you to file your tax returns with the IRS.

Debt Reduction Planning

We can help you develop a plan to reduce your consumer debt. We also provide mortgage services to consolidate your debt.

Heavy Equipment Tax

We can help you fill out your form for Heavy Equipment Tax IRS Form 2290. We can also fill out your California Board of Equalization IFTA forms.

Rental Information Services

Arrange a consultation with one of our licensed tax professional to help you with all aspects of rental sales, 1031 exchanges, etc.

Non Profit and Exempt Organizations

There is a lot of confusion about what a non profit organization is. We can help your Little League Team, Booster Club, Religious Organization, etc. become a recognized non profit organization.