IMG 1011


Core Services

We pro­vide a full spec­trum of account­ing-relat­ed ser­vices, includ­ing tax prepa­ra­tion and plan­ning, audit­ing, book­keep­ing, busi­ness con­sult­ing and finan­cial management.

  • Full tax com­pli­ance — includ­ing the prepa­ra­tion of fed­er­al, mul­ti-state, Cal­i­for­nia and local returns — for income, sales, pay­roll and prop­er­ty tax­es for busi­ness, indi­vid­ual and fidu­cia­ry clients
  • Tax plan­ning and con­sult­ing for busi­ness merg­ers and acqui­si­tions, real estate trans­ac­tions and enti­ty structuring
  • Annu­al tax plan­ning, and estate and gift plan­ning for individuals
  • IRS and Fran­chise Tax Board audit rep­re­sen­ta­tion includ­ing tax set­tle­ment nego­ti­a­tions and tax lien relief
  • Inter­na­tion­al tax plan­ning and compliance
  • Full audit and attest ser­vices, includ­ing reviewed finan­cial state­ments, for pri­vate busi­ness, non­prof­it orga­ni­za­tions, employ­ee ben­e­fit plans, munic­i­pal­i­ties, and school districts.
  • We pro­vide rec­om­men­da­tions for man­age­ment to strength­en con­trols, gain effi­cien­cies and improve oper­at­ing results
  • We offer com­pi­la­tions on an annu­al or more fre­quent basis 
  • Inter­nal con­trol review and audits
  • Suc­ces­sion planning
  • Busi­ness val­u­a­tion review and analysis
  • On-site account­ing services
  • Assis­tance with CFO/​Controller transitions
  • Merg­er and acqui­si­tion analy­sis and structuring
  • Busi­ness plan devel­op­ment and review
  • Assis­tance with con­ven­tion­al and non-con­ven­tion­al debt financ­ing and restructuring
  • Lit­i­ga­tion sup­port and expert wit­ness services
  • Quick­Books® and oth­er account­ing soft­ware con­sult­ing and training
  • Book­keep­ing ser­vices and back-office support
  • Estate plan­ning and trust services
  • Exec­u­tive com­pen­sa­tion plan­ning includ­ing deferred com­pen­sa­tion, stock options and oth­er equi­ty based plans
  • ESOP plan­ning and implementation