We specialilze in small business taxes and bookkeeping

Contact Us: 805-496-6566

Tax Preparation & IRS Representation

We take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future liabilities.

Tax services offered include, but are not limited to:

Tax planning & return preparation

Individuals

Corporation

Partnerships

LLCs/LLPs

Estates, trusts & gift returns

Taxing authority representation

Divorce and support issues

Tax effects of buying/selling a business

Bookkeeping & Business Services

Our services eliminate the paperwork and headaches of bookkeeping by providing timely, useful financial reports and required government reporting which will allow you to concentrate your efforts on running a successful business.

All our bookkeeping services are tailor designed for your business. Pick and choose the services that fit your needs

QuickBooks Expertise

Business Management

Bookkeeping on a Monthly, Quarterly, Semi-Annual or Annual Basis

Preparation of Government Filing and Reporting Documents

**The bottom line is we provide a comprehensive outsourced bookkeeping solution.**

Check Writing & Invoice Billing

For Small Businesses We Will

Set up a chart of accounts tailored to your business.

Pay bills and coordinate client billing.

Provide you with a current bank balance.

Set up recurring bills to be a paid on a monthly basis.

Provide reports by vendor, date, payment type, etc.

Invoice your customers and post payments to their accounts.

Provide reports by customer, service type, job category, etc.

We can also pay your personal bills to help you avoid late payment fees and stress.

Enrolled Agent

WHAT IS AN ENROLLED AGENT?

An enrolled agent (EA) is a federally licensed tax practitioner who has proven technical expertise in the field of taxation. Enrolled agents are empowered by the U.S. Department of Treasury to represent taxpayers before administrative level of the IRS for audits, collections and appeals. Only EAs, attorneys and certified public accountants (CPAs) may represent taxpayers before the IRS.

WHAT ARE THE DIFFERENCES BETWEEN ENROLLED AGENTS AND OTHER TAX PROFESSIONALS?

Only EAs are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxation, EAs are the only taxpayer representatives who receive their right to practice fromt he U.S. government (CPAs and attorneys are licenses by the states).