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.

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently. Accounting services that we provide include:

*General ledger & financial statement preparation

*Bookkeeping/Write-Up Services (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

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

*Personal financial statements

*Litigation support

Go To Top

Reviews and Compilations

We provide financial statement assurance on two levels:

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal purposes

Go To Top

Court/Forensic Accounting

We use accounting skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation.

Go To Top

Quickbooks Advisory Services

Our staff has extensive experience using Quickbooks, a widely-used computerized accounting program which can greatly improve the efficiency and effectiveness of recording keeping and general accounting for many businesses. We provide in depth assistance with implementation and ongoing use of Quickbooks.

Go To Top

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.

Go To Top

Tax Services

Tax Planning

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.

Go To Top

Tax Preparation

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.

Go To Top

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.

Go To Top

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Go To Top

Consulting Services

Consulting Services

The following is just a few of the areas in which we provide consulting services:

* Accounting software selection and implementation

* Business structure selection

* Business valuations

* Business Acquisition/Disposition

* Financial & retirement decisions

* Estate, trust & gift planning

Go To Top
39420 Liberty St., #170, Fremont, CA 94538