Client Services

Client Services

Client Services

Our firm has the resources, experience, and depth of knowledge to offer a wide range of services to both individuals and businesses. We deliver the services you need in a professional, fast, and cost-efficient manner.

What We Offer

  • Accounting Services

  • Business Back Office Services
  • Bookkeeping
  • Financial Statements
  • Income Tax Services
  • IRS, FTB, & EDD Representation
  • Consulting Services
  • Financial Planning
  • Accounting Software Selection & Implementation
  • Trust Accounting
  • Retirement Planning

  • QuickBooks Start-Up
  • Tax Planning & Preparation
  • Financial Forecasts & Projections
  • Business Entity Selection
  • Sales Tax Preparation
  • Litigation Support
  • Cash Flow & Budgeting Analysis
  • Payroll Tax Returns
  • Worker’s Comp & Insurance Audit Services
  • IRS-FBAR Prep

Contact us today for more details about our client services.

Financial Report
Accounting Report