Comprehensive Financial Solutions
From accounting and tax to business formation, IRS representation, and compliance — everything your business and personal finances need.
Accounting
Keeping your finances organized and up to date — from bookkeeping to payroll.
Bookkeeping
We record your income and expenses accurately and deliver clear monthly financials, so tax season holds no surprises.
- Monthly income and expense reconciliation and categorization
- Bank and credit card account matching
- Integration with software like QuickBooks and Xero
- Monthly profit & loss and balance sheet reports
Payroll Services
We manage employee wages, tax withholdings, and required filings accurately and on time.
- Payroll calculation and automated payments
- Federal and state payroll tax filings
- W-2 and 1099 form preparation
- Employee onboarding and offboarding
Tax Services
Optimizing your tax obligations at the federal, state, and international level — and keeping you protected from penalties.
Tax Planning & Compliance
Proactive, year-round planning to minimize your tax burden while keeping you fully compliant with federal and state requirements.
- Year-round tax strategy
- Federal and state compliance
- Quarterly estimate planning
Business Tax
We prepare your company's annual returns in full and make sure you benefit from every legal deduction.
- Federal and state corporate tax returns
- Quarterly estimated tax calculations
- Optimization of deductible expenses
- California franchise tax tracking
Personal Income Tax
We prepare your individual return in the most favorable way and maximize your refund.
- Federal and state individual returns (1040)
- Investment, rental, and self-employment income
- Evaluation of deductions and credits
- Review of prior-year returns
International Tax
Accurate reporting for cross-border income, foreign ownership, and compliance obligations.
- Form 5472 and foreign-owned entity filings
- 1040-NR (non-resident) tax returns
- Application of tax treaty benefits
- Foreign asset and income reporting (FBAR, etc.)
Sales Tax
We handle your interstate nexus tracking and recurring sales tax filings.
- Sales tax registration and permit applications
- Interstate nexus analysis
- Periodic sales tax returns
- E-commerce and marketplace (Amazon, Shopify) compliance
IRS & FTB Representation
We represent you before the IRS and the California Franchise Tax Board (FTB), and handle audit defense on your behalf.
- Audit representation
- IRS and FTB correspondence
- Notice and dispute resolution
Assurance & Audit
Independent assurance over your financial statements and benefit plans, giving stakeholders confidence in your numbers.
Attestation, Review & Compilation
We provide attestation, review, and compilation engagements tailored to the level of assurance your lenders, investors, or board require.
- Financial statement compilations
- Review engagements
- Attestation services
Employee Benefit Plan Audits
We audit 401(k) and other employee benefit plans to meet ERISA and Department of Labor requirements.
- 401(k) and pension plan audits
- ERISA compliance
- Form 5500 support
Advisory & Consulting
Strategic guidance and hands-on financial leadership to help your business make better decisions and grow.
Business Consulting
We advise on strategy, budgeting, cash flow, and operations to help your business run more profitably.
- Strategic and growth planning
- Budgeting and forecasting
- Cash flow management
Controllership Services
Outsourced controller and CFO-level oversight of your accounting function, without the cost of a full-time hire.
- Outsourced controller / CFO
- Financial reporting oversight
- Internal controls
Litigation Support
We provide financial analysis, expert reporting, and support for attorneys in disputes and legal proceedings.
- Forensic accounting
- Expert analysis and reports
- Dispute and damages support
Estate & Trust
Planning and fiduciary services that protect your assets and ensure they pass on according to your wishes.
Estate & Trust Planning
We help structure your estate and trusts to minimize taxes and provide for an orderly transfer of wealth.
- Estate and gift tax planning
- Trust structuring
- Wealth transfer strategies
Trustee Services
We act as or support your trustee, handling fiduciary accounting, distributions, and required tax filings.
- Fiduciary accounting
- Trust administration
- Trust tax filings
Business Formation
We help you choose the right structure and handle everything from formation to your tax ID.
LLC Formation
We set up your flexible, liability-protecting LLC quickly.
- State registration and formation documents
- Operating agreement preparation
- Package options including EIN application
S Corp Formation
We manage the formation and election process for the tax-advantaged S Corp structure.
- S Corp election filing (Form 2553)
- Salary vs. distribution guidance
- Tax-advantage eligibility analysis
C Corp
We complete your C Corp formation, ideal for investment and growth.
- Delaware or state incorporation
- Share structure (cap table) setup
- Investor-ready corporate structure
Sole Proprietorship
We formalize your one-person business the simplest, fastest way.
- DBA (trade name) registration
- Local license and registration support
- Simple tax structure setup
Partnership
We establish your partnership on solid legal and tax foundations.
- Partnership agreement preparation
- Defining profit/loss sharing structure
- Partnership tax registration (EIN)
Registered Agent Services
We securely receive and track your company's official correspondence with the state on your behalf.
- Receipt of official and legal documents
- Reminders for key dates and deadlines
- Maintaining state compliance
EIN & ITIN Application
We help you quickly obtain the tax identification numbers you need for business and personal IRS compliance.
- EIN application for businesses
- ITIN application and renewal for individuals
- Documentation support for non-residents
Business License
We complete the license applications your business needs to operate.
- City and county license applications
- Industry-specific permits and licenses
- License renewal tracking
Not Sure Which Service You Need?
Schedule a free consultation and we'll help you find the right solution for your business.
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