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We are a local Orange county tax and
accounting firm that provides affordable monthly accounting services to
small to medium sized businesses for a fixed monthly fee. We provide the
following:
Monthly Financial Statements - Each month we provide you with an income
statement, balance sheet, comparison of current year to prior year results,
summary of the last twelve months results, bank reconciliation and general
ledger. We give you the tools to analyze your business and be more
successful.
Review of Your Internally Generated Financial Statement - We provide
monthly analysis and adjustment of your in house QuickBooks accounting
systems. We help make your accounting system work for you. Our staff can
assist you in customizing your invoices, reconciling your bank accounts,
recording credit card payments and much more. A financial statement is
provided along with adjusting entries, so your internal accounting system
reports updated, accurate business information.
Small Business Payroll – We provide a complete payroll solution that is
worry-free for the small business owner and it’s affordable. Please call me
about my turn key payroll services. You’ll be glad you did!
Timely Preparation of all Sales Tax Returns - We prepare all sales tax
returns. We help you avoid costly penalties and stay out of trouble with
the tax authorities.
Unlimited Short Duration Consultations - We will be happy to answer any tax
or accounting questions you may have. You may call us, e-mail us or come
into our office for a visit. We do not charge extra for these consultations
because we want to encourage communication between us. It is through
communication that we can save you money and help you succeed.
Tax Planning - Visit our office for tax saving ideas. Most important, we
review your business and personal tax situation with you at least annually
and give you tax advice.
Pick Up and Delivery of Your Accounting Records - We will visit your office
each month to pick up your accounting records and deliver the prior month's
financial statements. If you need your financial statement sooner, we offer
ten-day turn over service for a small addition charge.
In addition to this standard set of monthly accounting services, we are a
full service tax and accounting firm and provide a wide array of
accounting and tax services for the small business. They include:
- Preparation of business and
individual income tax returns.
- Business formation.
- Preparation of business plans for
your new or existing business to secure financing.
- Preparation of budgets and
breakeven analyses.
- Business valuations.
- Tax planning for both businesses
and individuals.
- IRS audit representation.
- Retirement planning.
- Small business set-up.
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...just received
an audit notice from the IRS?
Personal & Business Tax
Returns
