Our firm offers a wide range of services to our individual and business clients. As a small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Accounting Services:
- Compilations
- Maintenance of Journals and General Ledger
- Bookkeeping
- Specialized Accounting
- Trust Accounting
- Retirement Plan Accounting
Audit and Attest Services:
- Audits under U.S. Generally Accepted Auditing Standards
- Audits under Generally Accepted Government Auditing Standards
- Audits under Statements on Standards for Attestation Engagements
- Audits under Office of Management and Budget (OMB) Circular A-133
- Reviews
Tax Services:
- Compliance
- Planning and Advice
- Controversy including representations with IRS, US Tax Court, California and Other State Tax Agencies
Consulting Services:
- Accounting System Design
- Financial Analysis
- Investment Analysis
- Financing
- Retirement Planning
- Insurance
- Student Financial Aid
- Business Valuation
