Wills & Trusts
We are a Southern California tax and accounting firm that provides affordable monthly accounting services to small to medium sized businesses for a fixed monthly fee. We provide the following:
Monthly Financial Statements - Each month we provide you with an income statement, balance sheet, comparison of current year to prior year results, summary of the last twelve months results, bank reconciliation and general ledger. We give you the tools to analyze your business and be more successful.
Review of Your Internally Generated Financial Statement - We provide monthly analysis and adjustment of your in house QuickBooks accounting systems. We help make your accounting system work for you. Our staff can assist you in customizing your invoices, reconciling your bank accounts, recording credit card payments and much more. A financial statement is provided along with adjusting entries, so your internal accounting system reports updated, accurate business information.
Small Business Payroll - We provide a complete payroll solution that is worry-free for the small business owner and it's affordable. Please call me about my turn key payroll services. You’ll be glad you did!
Timely Preparation of all Sales Tax Returns - We prepare all sales tax returns. We help you avoid costly penalties and stay out of trouble with the tax authorities.
Unlimited Short Duration Consultations - We will be happy to answer any tax or accounting questions you may have. You may call us, e-mail us or come into our office for a visit. We do not charge extra for these consultations because we want to encourage communication between us. It is through communication that we can save you money and help you succeed.
Tax Planning - Visit our office for tax saving ideas. Most important, we review your business and personal tax situation with you at least annually and give you tax advice.