Certified Public Accountants
Our firm was founded in 1967 and is a member of the California Society of Certified Public Accountants (CSCPA) and the American Institute of Certified Public Accountants (AICPA). Our specialty is working with closely held businesses and their owners by providing services in the following areas:
Accounting & Auditing Services
Profitable operation requires timely and accurate financial information. We provide our clients with a full range of accounting reports and special studies. We can prepare or assist you in preparing:
- Compiled, reviewed and audited financial statements
- Personal financial statements
- Pension and trust reports
- Financial or cash flow forecasts and projections
- Break-even analysis
- Budgets
- Payroll and sales tax reports
- Formats for monthly or quarterly reporting
Benefits
As a business owner you must have timely and accurate information on which to base the decisions you must make on a continual basis in order for your business to thrive.
Capabilities
We have provided these services to our clients for nearly 30 years and we take pride in the quality of our services in these areas. As an indication of our dedication to quality service we recently received a "clean opinion" on our last peer review (a review which measures a C.P.A. firms internal control procedures in the areas of accounting and auditing services).
Request information about Accounting & Auditing Services below
Most business and personal decisions should be reviewed in advance for their tax implications. We support each of our clients with a comprehensive base of Federal, state and local tax expertise. We can assist you with:
- Developing a tax plan
- Developing an estate plan
- Preparing tax projections
- Evaluating tax aspects of investments
- Preparing and reviewing income tax or estate tax returns
- Reviewing record keeping systems for tax law compliance
- Planning for anticipated consequences of business decisions
- Negotiating with taxing authorities, including tax audit representation
Benefits
In today's world taxes must be viewed as an critical part of all business and personal decisions, just as one would research any other cost associated with the responsibility of making informed decisions.
Capabilities
As a local firm we devote a great amount of time and resources in an endeavor to keep ourselves and our staff current with the most recent changes in the area of taxes. We realize that we are the ones that our clients look to for this information, which they must have in order to make informed business decisions. To benefit our clients we regularly:
- Inform them of changes in the laws and their consequences through "Alert" mailings
- Attend educational seminars to keep current on recent changes
- Use staff meetings to keep all staff up to date on any changes
Request information about Tax & Estate Planning below
Most business and personal decisions should be reviewed in advance for their tax implications. We support each of our clients with a comprehensive base of Federal, state and local tax expertise. We can assist you with:
- Developing a tax plan
- Developing an estate plan
- Preparing tax projections
- Evaluating tax aspects of investments
- Preparing and reviewing income tax or estate tax returns
- Reviewing record keeping systems for tax law compliance
- Planning for anticipated consequences of business decisions
- Negotiating with taxing authorities, including tax audit representation
Benefits
In today's world taxes must be viewed as an critical part of all business and personal decisions, just as one would research any other cost associated with the responsibility of making informed decisions.
Capabilities
As a local firm we devote a great amount of time and resources in an endeavor to keep ourselves and our staff current with the most recent changes in the area of taxes. We realize that we are the ones that our clients look to for this information, which they must have in order to make informed business decisions. To benefit our clients we regularly:
- Inform them of changes in the laws and their consequences through "Alert" mailings
- Attend educational seminars to keep current on recent changes
- Use staff meetings to keep all staff up to date on any changes
Request information about Management Consulting below
By the simple fact that you are reading this, you must be somewhat comfortable with computers and you realize their valuable potential. The computer is the most innovative and powerful business tool of our time.
Benefits
The capability of the computer to gather and process information is enormous. A company must be able to access this power for management information or else be left behind as others succeed.
Capabilities
We can assist you in implementing or updating a computer system that will supply you with the financial data necessary in order to effectively manage your business. Our consulting services include:
- Research and selection of software appropriate for you business requirements
- Selection and acquisition of hardware
- Installation of software
- Training and support of personnel on new or upgraded computer systems
- Development of procedures and system controls tailored to your business
- Continued support of your system and personnel as required
We are authorized consultants for a number of accounting software packages, including State of the Art MAS90, BusinessWorks, Construction Manager, Quicken, Quickbooks, Great Plains, Peachtree, Timeslips and others. We have performed over fifty installations of various software packages.
Request information about Computer Consulting below
We have been involved in International Taxation since the early 1980's.
Benefits
International transactions allow foreign investors to invest in the United States (inbound transactions), and American investors to invest offshore (outbound transactions). Occasionally, international planning is used for asset protection purposes.
Capabilities
We have worked with inbound transactions from Canada, Mexico, Indonesia, Germany, Austria, England, Spain and Australia and from the Havens.
We have been involved in outbound transactions when clients have expanded operations to export their products and the context of asset protection planning.
Request information about International Tax below
Accounting for Construction companies, and the tax consequences associated with that accounting, requires very specific knowledge and experience. The demands and requirements of bonding companies need to be understood and met for your company to grow and prosper.
Benefits
By supplying bonding companies and banks with the information they require, we make it easier for you to acquire the necessary bonds and loans needed to bid and complete jobs. More importantly, we help you set-up information systems that you can use to increase your profits.
Capabilities
We are well known in the bonding establishment and receive many referrals from bonding companies to aid companies in supplying them with this information they need.
