Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I am a dedicated to giving you the individual attention that want and deserve, while being affiliated with a firm is large enough to offer a full range of professional services.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
QuickBooks
If you need assistance with Quickbooks I can help you. I have worked with clients to help them set up Quickbooks for their Businesses and Nonprofits as well as personal finances (I prerfer Quickbooks over Quicken for personal finances it is a much more robust product). I have trained clients on how to use Quickbooks and assist my clients when they need the help. My clients find that with some training they can handle the routine day to day activities and have me help with the more unusual issues and month end and year end closings.
Audits, Reviews, and Compilations
My audit, review and compilation capabilities are a core part of my services. I tailor each process to the unique needs of your business or nonprofit organization. I deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. I will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business or nonprofit organization. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, I am available to help you deal with business problems or opportunities. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can partner with your legal counsel and other estate and trust specialists to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. I am ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. I will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
Nonprofits
I can be a valuable partner in helping your nonprofit organization fulfill its accounting, financial reporting, and tax reporting responsibilities. I have been serving nonprofits in this role since 1987 in all of these areas. I have also served as Chair of the Long Beach Orange County Society of CPA’s Nonprofit Committee and have served on the California Society Nonprofit Conference Planning Committee, As well as Orange County United Way Committees and served as a board member for Organization’s.