Services

 

We provide for most financial and tax needs for our clients through the following services:

Individuals
    Tax planning and consulting
    Income tax return preparation
    Estate tax planning and consulting
    Estate and gift tax return preparation
    Financial planning and consulting
    Security and stock option planning
    Real estate tax planning including exchanges
    IRS and FTB audits and conflict resolution


Business
    Preparation of year end audit, review and compiled financial statements
    Income tax return preparation
    Bookkeeping and controller services
    Planning and consulting for business sales, acquisitions and mergers
    IRS and FTB audits and conflict resolution
    Payroll, property and sales tax return preparation