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Learn More About Our Services

Tax Preparation Services

Tax Planning

  • Tax planning
  • 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.


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.

Small Business Owners, Schedule C

Rental Homes




Business Tax Returns

Business tax return preparation and timely filings are one of the many core services offered to 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.

Since we opened for business both Federal and State tax returns have been prepared for service and manufacturing company clients across the country.

Accounting Services


Full Charge Bookkeeping

Clean Ups and Projects

Monthly, Quarterly, Semi-Annually, and Annually Services Available 

Quickbooks Desktop and Online Certified

Remote Options Available

Other Services

Business Valuations

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

Notary Public

We offer services as a Notary Public. Contact us if you need assistance.

Send Us a Message

We would love to hear from you!

916-259-1402 Fax: 916-245-4430

Get clarity on your tax and accounting situation