Our company offers specific business services.  We specialize in:

  • Tax return filing and tax planning for Individuals and Sole Proprietors
  • Bookkeeping setup and assistance for Sole Proprietors and Small businesses using Quickbooks
  • Insurance products for Individuals and Small Business clients
  • Notary services are available as well

Annual participation in Continuing Professional Education courses such as IRS and Business seminars keeps our firm on the leading edge of ever-changing tax laws and Insurance products. We are registered with CTEC(California Tax Education Council), IRS Eservices for Tax Pros, and DOI(Department of Insurance).

Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price!

Visit the Services tab of our site to learn more about the individual business services we offer.

Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

Feel free to contact the office anytime. We're here to help!

May 2024