We’re working from our home “offices” but trying to carry on business as usual. We’re still accepting new clients, and are available for phone conferences and of course e-mail.
Our office building is closed to the public, so we’re asking clients to submit documents for tax preparation and bookkeeping via email or USPS mail. Our CPAs are also available to provide assistance to small business clients looking to take advantage of the government relief programs.
Certified Public Accountants • Accounting • Bookkeeping • Tax Planning
"The CPAs You Can Talk To!"
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.
• Tax Preparation
• Tax Planning
• Business Consulting
• Estate Planning
• Financial Planning
• Management Advisory Services
• Financial Statements
• Reviews & Compilations
• Assistance in establishing accounting controls and procedures
• QuickBooks and Peachtree software set-up and training
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
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.
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.
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.
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.
-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.
Financial statements provide the information you need to make informed decisions and to manage change. They can be a useful tool for forecasting your funding needs and for monitoring and measuring your success. We can assist you in the preparation of your financial statements both for your internal use and, in accordance with professional standards, for presentation to banks, lenders, owners and investors.
-Reviews & 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 two levels of assurance:
*Review - some analytical procedures conducted with limited assurance
*Compilation - based upon client information provided and used primarily for internal use.
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.
-Assistance in establishing accounting controls and procedures
An often under utilized business tool is having effective accounting controls and procedures. This is often a major area of 'profit leaks'. By establishing and using accounting controls and procedures, you can 'grow' your business. We can assist you in developing those tools.
-QuickBooks and Peachtree software set-up and training
Using an accounting software package can save time and money, if set-up correctly and understanding how the software works. We can help you set-up your accounting software and provide training so you can use the many tools available in the software.
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Gay & Lesbian (LGBTQ) Friendly Certified Public Accountants
1401 Willow Pass Road
Concord, California 94520