We provide a wide range of services to individuals, non-profit organizations, homeowner associations and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Audited, Reviewed, and Compiled Financial Statements

Our financial statement services comprise all three levels of assurance depending upon your company’s needs.

• Audited Financial Statement

Only a Certified Public Accountant can perform an audit. This is the highest level of service and includes confirmation of selected assets and liabilities by outside third parties and an investigation of the internal controls of the entity. An audited financial statement is indicated when required by a regulatory body or other third party or when an irregularity is suspected.

• Reviewed Financial Statement

This is a good choice when a thorough examination of the financial statements is desired but not required by an outside party.

• Compiled Financial Statement

This is the lowest level of service provided and is a good choice when a business owner is looking for consistent financial statements reported on a regular basis for help in managing their business.

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Homeowner Association Tax Preparation and Accounting

We specialize in tax and accounting engagements for California homeowner associations.

We can work with your management company or directly with the board of directors in meeting the unique reporting and tax deadlines of this industry.

We prepare the Franchise Tax Board form 3500 which requests exempt status for homeowner associations.

We have prepared a power point presentation which can be presented to the board of directors or to the property management company which explains various documents, tax law, and the audited or reviewed financial statement. This presentation is offered at no cost.

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Financial and Retirement Planning

The ability to meet the future economic needs of yourself, your children, and your community does not just happen. You need a roadmap.

We can help you:

• Define goals.
• Establish a budget.
• Set up a savings program.
• Monitor your progress.

Small consistent actions will help you meet your goals.

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Business Valuation

The range of needs for valuing businesses continues to widen, and we can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert analysis can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

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IRS and FTB Representation

We can represent you in audits as initiated by the Internal Revenue Service or the California Franchise Tax Board as well as other types of inquiries and correspondence that may be received from these agencies.

We also can provide assistance in determining the best way to pay tax obligations that may arise.

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Non-Profit Organizations

We prepare tax returns and financial reports for small non-profit organizations.

Non-profits are often staffed by volunteers who have a passion for the charitable purpose of the organization. Our goal is to manage the reporting and accounting requirements so that they can focus on helping people.

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Small Business Write-Up and Management Consultation

All small business owners wear many hats. They not only need to know the product or service they offer but they must also manage customers, vendors, and employees as well as plan for the company's marketing, cash flow, and capital investment requirements.

We specialize in the needs of the small business owner. Our goal is to help manage the tax and accounting requirements of the business as well as assist to establish plans and goals for the future.

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Tax Planning and Preparation for Individuals

Tax laws change every year. We stay up to date on these changes and use our knowledge of federal and state tax laws to manage your taxes and prepare accurate and complete returns.

We believe that when you walk into our office to have your annual tax return prepared, you should be confident of your tax situation. We do this by making tax estimates and suggesting tax saving ideas and adjustments through out the year. No surprises!

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Business Performance Services

This is a unique firm developed managment consultation series which helps you to "work on your business, not in your business."

The series uses a firm written workbook and excel spreadsheet to really look at your business. You will be asked to think about where your business is now, where you are going, and how you will get there.

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