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 Services
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: *Tax planning & return preparation - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift *Taxing authority representation *Tax effects of buying/selling a business
Tax Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-member LLC, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Sample Fee Schedule for First Year Income Tax Clients
Starting Prices for Taxpayers Without Business Ownership:
- Homeowners with W-2s $350
- Itemized deductions & W-2s with child care or college tuition or misc credits $450
- Investor with holdings in real estate and/or stocks $550
- Taxpayer moving into/out of California $600
Starting Prices for Taxpayers With Business Ownership:
- Prepare 1099s $250
- Prepare government payroll reports Call to discuss
- Sole proprietorship (client provides year-end profit/loss statement) $650
Starting Prices for Miscellaneous/Non-Individual Tax Returns:
- Corporations, not "Sub S" $1,000
- Partnership and "Sub S" corporations $1,500
- Limited Liability Companies, Single-Member $300
- Limited Liability Companies, Multi-Member $1,500
- Estates and trusts (Form 1041) $500
Accounting Services
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following: *General ledger & accounting system assistance *Accounting system setup for new businesses *Business tax return preparation (Sales & Use/Business Property) *Personal financial statements
Reviews & Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on two levels of assurance: - Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.
Consulting Services
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Buying/selling a business
*Financial & retirement decisions
*Estate, trust & gift planning
Miscellaneous
QuickBooks <sup>R</sup> Assistance
Our firm provides assistance with QuickbooksRsoftware. Our hourly rate for this service ranges from $125 to $160 per hour. Ask about our first day discount (non-tax season only). You can generate your own financial statement in one day! And, if you order checks in advance of our appointment, we'll help you print them that day.
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