General Info

We offer review and compilation services to our business clients. In addition, we can prepare personal and business financial statements accurately and promptly. Through advance planning, we can help our clients create strategies that can minimize their income tax obligations. As well as, prepare income tax returns accurately and in a timely manner. BUSINESS PLAN PREPARATION: We can help ouru clients develop a meaningful business plan to support SBA and other loan packages, including proposals to obtain capital from outside investors. We can help our clients develop a personal financial plan to achieve their financial goals and effectively create, increase and transfer wealth, including business succession planning. We have represented many clients during audits of the Internal Revenue Service, including the United States Tax Court, Franchise Tax Board and the State Board of Equalizaiton. We can help our clients compute monetary losses from investments, business ventures, wages, etc. with findings supported by expert witness litigation testimony.