Client Services

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 Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We provide domestic tax preparation for the following:

   • Individual / Personal

   • Estate / Fiduciary

   • Gift Tax

   • Business:

• Partnership

• Corporation

• Non Profit

• LLC

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Estate & Trust Tax Preparation

Effective estate and gift 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.

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International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. have provided us with an extensive base of knowledge in the area of international taxation. If you are filing for the first time or are planning to renounce your citizenship, we can help you through the whole process of filing your U.S. income tax returns, be it personal or business returns. Our goal is to minimize your tax liability and help you understand filing requirements.

As a U.S. citizen, resident alien, or U.S. individual on foreign assignment, you are required to file an income, estate, or gift tax return, and pay estimated taxes whether you are in the United States or abroad.

Some U.S. taxpayers living abroad failed to timely file U.S. federal income tax returns or Reports of Foreign Bank and Financial Accounts (FBARs) and have recently become aware of their filing obligations and are seeking to come into compliance with the law. We can assist you in assessing your eligibility for the Streamlined Foreign Offshore Procedure and help you file accordingly.

Everyone's filing situation is unique, and in addition to filing U.S. returns, you may have other reporting requirements as required by law. To assist your tax needs we offer services in the following areas:

• Foreign Assets Reporting including Foreign Stocks and Mutual Funds

• U.S. Persons with respect to certain Foreign Corporations

• International Tax Research including Tax Treaties

• U.S. and Foreign Real Estate Rental Reporting

• Tax Consequences of Foreign Pension Plans

• Streamline Foreign Offshore Procedure Filing

• State Income Tax Preparation

• Filing Expatriation Statement

• Foreign Gift Tax

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Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

Our firm provides a full range of cost effective accounting services including the following:

• General ledger & financial statement preparation

• Accounting system setup for new businesses

• Business tax return preparation (Sales & Use/Business Property)

• Personal financial statements

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Audits, Reviews and 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 all three levels of assurance:

Audit- an intensive examination with the highest level of assurance

Review - some analytical procedures conducted with limited assurance

Compilation - based upon client information provided and used primarily for internal use.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Consulting Services

Peer Review

We currently provide peer review services to CPA firms located in California. We perform both system and engagement reviews.

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Estate Planning

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.

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