Our firm is departmentalized, which gives us the ability to provide our clients with specialists in our areas of service. We provide services to individuals and businesses, including, but not limited to, governmental and not-for-profit organizations, associations, and private businesses.
As one of the largest local accounting firms in Sacramento, we are committed to providing a full range of services to our clients. 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 you request a service that we do not provide, we will be more than happy to refer you to a qualified professional.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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 & financial statement preparation
- Bookkeeping (Monthly/Quarterly/Annual)
- Accounting system setup for new businesses
- Computerized payroll services
- Payroll tax return preparation and year end reporting
- Business tax return preparation (Sales & Use/Business Property)
- Personal financial statements
- Financial analysis
We know that in this world of rapidly changing regulations, it is essential for us to take a proactive role with our clients. We take pride in informing clients of the following:
- Changes in federal and state payroll tax deductions
- Changes in payroll tax deposit rules
- Changes in sales tax rates and reporting requirements
We offer audit and review services to various entities, including, but not limited to:
- Not-for-profit and governmental organizations
- Small and medium-sized businesses
We have performed hundreds of governmental, not-for-profit, and business audits.
We also perform operational reviews, which provide recommendations for improving your accounting system.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Tax Planning & Preparation
We offer a full range of tax services, including:
- Tax return preparation
- Estate tax planning
- Tax planning for individuals and businesses
- Retirement planning
- Representation during tax audits
We prepare individual returns, as well as returns for partnerships, corporations, LLC's, LLP's, estates, trusts, not-for-profits and pension plans.
We strive to minimize your income tax liability and we keep you attuned to the latest income tax law changes.
We handle any necessary correspondence with the Internal Revenue Service, Franchise Tax Board, or any other tax authority.
We are proud of the variety of industries in which we have expertise. The following is a partial list of the many industries we serve:
- Governmental Entities
- Home Builders
- Legal Firms
- Mortgage Companies
- Not-for-profit Organizations
- Special Districts
- Title Companies
A notary public is a public official who performs valuable services to the legal, business, financial and real estate communities by certifying or witnessing signatures on official documents.