Our Services


Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.



  • Tax Planning & Preparation
  • IRS Representation
  • Estate & Trust Tax Preparation
  • International Taxation
  • Sales Tax Services
  • Payroll Services
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Business Succession Planning
  • Business Entity Selection
  • Buying & Selling a Business
  • Business Consulting
  • Accounting Software Selection & Implementation
  • Notary Public
  • Asset Protection
  • Certified Quickbooks Pro Advisor
  • Litigation Support
  • Expert Witness Services
  • Bankruptcies
  • Financial Statements
  • Accounting Services
  • Bookkeeping/Write-Up
  • Incorporation & Business Start-Up Services
  • Medi-Cal Planning & Long Term Care
  • ElderCare Consulting
  • Life Planning
  • Bill Paying, Check Writing & Income Verification
  • Checkbook Management & Reconciliation

Accounting Services

Financial Services

Tax Preparation Services

Other Services