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Learn More About Our Services

Tax Preparation Services

Individual Tax Returns

A core specialty is the preparation of tax returns for individual taxpayers. Over the years, thousands of Federal and State returns have been prepared and filed. Our services are now virtual and, if needed, in person. You will have a virtual meeting with one of our friendly Preparers. At that meeting, One of our professionals will review your Tax return income and expenses for the lowest tax outcome allowed.

Business Tax Returns

Small business tax return preparation is our clients' core service. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership, or Sole Proprietor, we aim to correctly prepare and file a tax return, minimizing your tax debt, per tax laws. Over the years, our office has submitted thousands of small business Federal and State tax returns, Corporations, partnerships, LLCs, and Sole proprietorships.

Tax Planning

  • Tax planning and tax forecasting services for individual and small business clients are a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved, and presented quarterly, monthly, and annually for client review. Budgeting and forecasting support are also available. We support all major accounting programs, including Quickbooks and Peachtree.

Payroll Services

Total payroll services for small business clients and corporations for many years. Services include:

  • setting up and maintaining all records,
  • time card tabulations,
  • withholding of tax and benefit contributions,
  • Federal and State tax filings,
  • issuing checks, and
  • preparing all W-2s and 1099 forms.

Financial Statements

  • Financial Statement preparation for small business clients is a long-standing service of this company. Depending on the client's needs, monthly, quarterly, and year-end balance sheets and detailed operating statements can be prepared and analyzed promptly. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Other Services

Financial Planning

  • Whether planning for retirement or a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Notary Public

Acknowledgments, Jurats, Affidavits, Consent for Minors to Travel, Power of Attorney, Deeds, Quick Claims, Apostille Service, and all your legal documents that require notarization.


Our Notary Services are available after business hours, and we can travel to you if you are not able to come into our office.

Apostille Service

 An Apostille will authenticate California public officials' signatures on documents to be used outside the United States of America.

  • Birth Certificates
  • Mariage Certificate 
  • Death Certificates
  • Divorce Decreed
  • Power of Attorneys
  • School Records of Completion
  • Medical Records Certified
  • Any document Notarized by a California Notary 

Send Us a Message

We would love to hear from you!

818-606-1402 Fax: 818-672-3011

Get clarity on your tax and accounting situation