YOUR PARTNER FOR
Accounting Services for Small Businesses and Individuals
Your partner in success.
As a CPA firm, we know both tax and finance - and can help any type of business with complex accounting issues.
We prepare taxes for over 200 businesses and 400 individuals each year. We have the depth of expertise to ensure your tax strategy is sound.
We pride ourselves on keeping clients happy - even when dealing with the toughest issues like what you owe in taxes.
BACK OFFICE SUPPORT
Many small companies don't need full time accounting in-house. That's where we fit in with world-class services to provide tax, finance, accounting, and payroll support.
As a CPA firm, we represent our clients in audits with the IRS, FTB, and EDD. This keeps us up to date on tax law and the enforcement of tax law - so you are always prepared.
We work hard and long hours when our clients need us. Especially during tax season! You can relax knowing we're all over your tax needs.
WE'VE GOT YOU COVERED
We will take care of your accounting and administrative services so you can focus on growing your business.
We offer a full suite of services to meet small business and individual needs.
We provide monthly bookkeeping services to over 100 clients. Our bookkeeping services include consolidated financials, account reconciliation, and financial and tax strategy.
We prepare over 1000 tax returns each year and have experts on individual and corporate tax . Our clients file in nearly every state in the US, and many of our clients have income outside the US.
We provide payroll services for over 30 clients on a weekly, biweekly, and monthly basis. Our experts can advise on California State laws and ensure your business is prepared to run smoothly.
For many companies, we are the accounting and finance department. We provide all the services you need – a virtual team that can eliminate the need to keep experts in-house.
Our staff provides financial strategy for small businesses and individuals. We provide tax and investment strategy, corporate structuring strategy, and cash flow planning and debt planning for small businesses.
Our goal is to be a partner in your success by providing world-class advice and planning.
Dave runs our overall practice. He has an MBA from Stanford and has provided financial consulting, business development, and accounting expertise for nearly 10 years.
Susan runs our tax practice and Sausalito office and has 30+ years of public accounting experience. She has overseen the filing of over 10,000 tax returns in her time in practice.
Our Experience, Skills & Expertise.
We’ve helped businesses scale by improving the processes they use to make decisions.
Our goal is to inform you with timely and accurate information.
For More Contact Us
SOUTH SAN FRANCISCO
61 Airport Blvd #H, South San Francisco, CA 94080
5857 Owens Ave St 300, Carlsbad, CA 92008
1221 Bridgeway Suite 2 Sausalito, CA 94965
Phone : 650-588-5221
Email : firstname.lastname@example.org