Services
Everything a growing business or family needs from a CPA-led practice.
Four core service areas, one point of accountability. Every engagement is designed around your specific situation and goals — not a template.
01
Accounting & Bookkeeping
Reliable records, on time, every month — so you can trust the numbers you're making decisions with.
Discuss your situation →- Monthly bookkeeping and account reconciliations
- Financial statement preparation (P&L, balance sheet, cash flow)
- QuickBooks setup, cleanup, and ongoing support
- Chart of accounts design and refinement
- Sales tax filing and compliance
- Payroll coordination and 1099 reporting
- Management reporting and KPI dashboards
02
Tax Preparation & Planning
Year-round tax guidance — not a rushed spring conversation. Fewer surprises, better decisions, and returns you understand.
Discuss your situation →- Individual and business tax return preparation
- S-Corp, C-Corp, partnership, LLC, and sole proprietor returns
- Proactive tax planning and multi-year projections
- Estimated tax calculations and quarterly reminders
- Entity selection and reasonable compensation review
- Retirement plan and charitable giving strategies
- California and multi-state filing
03
Business Consulting & Advisory
A CPA at the table when you need to make a decision — not a report you have to interpret alone.
Discuss your situation →- New business formation and financial foundation
- Profitability, pricing, and margin analysis
- Cash flow planning and working-capital review
- Budgeting and forecasting
- Hiring, compensation, and benefits implications
- Buy/sell, expansion, and succession considerations
- Ongoing quarterly advisory conversations
04
Tax-Problem Assistance
IRS or state notice? Unfiled returns? A balance you're not sure how to handle? We approach it calmly, confidentially, and with a plan.
Discuss your situation →- IRS and California notice review and response
- Unfiled prior-year returns
- Balance-due resolution and installment agreements
- Penalty abatement requests
- Audit response and representation
- Payroll and sales tax matters
- Ongoing compliance so it doesn't happen again
Next step
Not sure which service you need? Start with a conversation.
The Financial Peace of Mind Review is a focused, no-pressure conversation to understand where you stand — and what the right next step looks like.
Schedule a Financial Peace of Mind Review →