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CPA & Accounting Services
Precision & Experience in Accounting
Business Accounting & Bookkeeping
We will take care of your daily accounting responsibilities so you can focus on running your business and generating profits.
On a monthly and/or quarterly basis our business accounting services will include
- Reconciliation of bank accounts – We will reconcile your all business bank accounts on a monthly basis to keep all your records, cash and taxes up to date.
- Generating financial statements (Income Statement and Balance Sheet) – We will generate your financial statements on a monthly and quarterly basis to give a better understanding of your business financial situation and business activity for the period. This will assist you in making better business decisions.
- Assist you in any business decision
Tax Preparation & Planning
Let us the tax specialists prepare your federal and state income tax return. We will assist you in simplifying and organizing the details and records to maximize your refund or minimize your tax liability.
We can assist with:
- Federal and State income tax preparation (including all 50 US states)
- Determining the proper deductions
- Cost-basis for investment sales and capital gains
- Key forms, including W-2, 1099s, 1098, and Schedule K-1
- Federal or state tax notifications you may have received
- Quarterly estimated tax filings for small businesses and individuals
- Acting as a personal representative
- Qualified retirement plan impact
- Real estate transactions
California BRE Statements Report
Reports required by the California Bureau of Real Estate (BRE):
We will perform inspection and review the quarterly report (852) required by brokers who conduct transactions pursuant to Business & Professional (BPC) §10238 and the Annual Trust Account Review report.
Each type of financial statement report suits a specific circumstance, depending on the requirements of the user. The user can be a bank, investor, government agency or self-use. Please contact for more information of our financial statement services.
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