Tax Return Preparation and Tax Planning

  • Individuals


  • Sole Proprietorships

  • LLCs / LLPs

  • S Corporations

  • C Corporations

  • Trusts

  • Estates

  • Nonprofits

We work with the information you provide us and we chase after the information that you did not provide us or did not know to provide us. That means going after everything possible to reduce your tax burden. All the backup you provide, whether it be for your personal tax returns or your business affairs, gets archived into our network. We do this so if you ever have to undergo an audit we have your information ready to represent you.

We encourage you to update us during the year should your circumstances change so that we can assess any potential tax effect to help you adapt accordingly before the year is over when it is too late to do anything about it.

We are available throughout the year to offer feedback on any financial decisions and undertakings that you may be considering.

Tax planning is key to mitigating tax obligations and this we offer you just because you are a tax client.

No tax question is too big. Our CEO has 24 years of tax experience and a Masters of Business in Taxation she earned at USC.


  • Compilation

  • Financials

  • Budgets

  • Cash Flows

  • Reconciliations

  • Financial Reviews

Your numbers are the core of your business.

If the top line is good and the bottom line is good all is well. But you will need to figure out if that is the case.

If your top line is not good enough, you need to drive your business forward to bring those numbers up.

If your bottom line is big, great but that is not smart business planning because you will be paying a lot of taxes.

We take the time-consuming burden of putting all those essential numbers together away from you so that you can focus on your core business and concentrate on managing it and growing it. Or if you have the time for number crunching, we can review, adjust, reconcile and turn it all into meaningful financials and reports.

Once all pertinent reports are in place, we can review with you and discuss strengths and weaknesses.

We access client accounting programs through remote connections to client computers or we simply log in to client’s online programs. We review, adjust, make journal entries, capitalize assets and monitor progress. This allows intra year planning for business decisions, tax planning, and retirement planning. For retirement plans please visit


Payroll input and management  |  Quarterly and Annual Payroll Reporting
Subsidiary and Consolidated Payrolls  |  Multi-classification pay scales
Multistate payrolls

  • Direct Deposit

  • Paper checks

  • Email or fax submissions and delivery

  • Employer online access-historical and current

  • Year-end online access to W2s and 1099s

Our payroll solution is online, cloud-based, and accessible to employers and/or employees if desired. We handle it all for you but you or your employees can also download check information and year-end tax documents. This is at the employer’s discretion.

Our strengths include timely execution, reliability, accuracy, mid-period adjustments, and personal attention to your account when needed.