Tax Return Strategy and Preparation

We prepare tax returns for individuals, “C” Corporations, “S” Corporations, Partnerships, Simple and Complex Trusts, Non-Profit Organizations, Estates, 5500’s among other returns.  We cater to closely held companies so when it comes to tax planning, we have the ability to get you prepared for the obligations that will be due in the current, upcoming and subsequent periods.

Financial Statement Services

We follow the rules governed by the American Institute Certified Public Accountant (AICPA) and the California State Board of Accountancy.  We are licensed to and have the experience rating from the State Board of Accountancy, to conduct audits and attestation work in the State of California.  We have successfully completed our peer review, as mandated by the California State Board, and administered by the AICPA.

Certified Public Accountants provide three levels of service when dealing with financial statements with respect to general accepted accounting principles (gaap):

  • Compilation –CPA provides no assurances that the financial statements are free from material misstatements.
  • Review – CPA provides limited assurances that the financial statements are free from material misstatements.
  • Audit – CPA provides reasonable assurances that the financial statements are free from material misstatements.  

Management Advisory Services (MAS)

Every company could use a little help with their managing, and we are equipped to provide you this service.  Our team has many years of management experience when it comes to accounting setup, software implementation, systems implementation, and, of course budgeting and business plan(s) preparation and implementation.  

Representation before the IRS and other Taxing Jurisdictions

Generally speaking, in my opinion, the IRS is an institution that, more often than not, is fair to the taxpayers.  Yes, you read that correctly.  Internal Revenue Service (IRS) ……. the operating word is “Service”.  The IRS can be a nightmare, but it may also be very helpful in certain circumstances.  Sure there are times when an agent can get unreasonable, overly aggressive, or just outright mean, but overall they can be helpful.  With that stated, it is always a good idea to protect yourself with proper representation.  There may be matters that can be misconstrued, misrepresented or even misinterpreted, so you need to have people represent you.  We can do that for you.  You must be careful when discussing your taxes with the IRS on many levels.  Tax matters consist of the current year under examination, AND tax treatment of certain items in the past and future.

CFO and Controller Services

We have the team that has the experience to assist your company.  With over 50 years of accounting experience, including working as a controller and/or a Chief Financial Officer (CFO)