Services

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(909) 469-5894

We specialize in the following areas:

  • Online Accounting
  • Tax Preparation
  • Payroll Services
  • Bookeping
  • Tax Audits
  • Financial Planning
  • SBA Loans
  • and more...

Services we provide

Accounting Services

Accounting System Set-up
We can set-up your accounting system on Peachtree or Quickbooks Pro and train you or any of your employees to use the system.

Bookkeeping and Payroll Training
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Statements
Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Online Accounting
We can set-up your accounting system via your existing internet connection and help you maintain your system through our remote internet access.

Payroll Services
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Tax Audits
Agressive audit representation before the Internal Revenue Service for personal and business taxes. Sales tax audit representation.

Tax Preparation Services

Individual
A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

Business tax returns
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Tax Research
We can do any tax research in any topic that your firm may need.

Other Services

Financial Planning
Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

SBA Loans
SBA Loans for building purchases, equipment, inventory and working capital.

Business Valuations
We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

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