We provide for most financial and tax needs for our clients through the following services:
Individuals
Tax planning and consulting
Income tax return preparation
Estate tax planning and consulting
Estate and gift tax return preparation
Financial planning and consulting
Security and stock option planning
Real estate tax planning including exchanges
IRS and FTB audits and conflict resolution
Business
Preparation of year end audit, review and compiled financial statements
Income tax return preparation
Bookkeeping and controller services
Planning and consulting for business sales, acquisitions and mergers
IRS and FTB audits and conflict resolution
Payroll, property and sales tax return preparation