well-organized financial records ensure that your business operations
will run more efficiently and are the foundation of a successful
business. We can assist you with your bookkeeping tasks on a daily,
weekly, monthly or quarterly basis.
is financial data organized into financial statements. A compilation
differs from reviews and audits in that they are based upon client
information provided and used primarily for internal use only and no
assurance is expressed. We view the financial reporting process as an
opportunity to provide constructive solutions to our clients to
maximize your company's profitabilty and efficiency. We can prepare
financial statements from information you provide or we can assist you
in the preparation of your financial statements. Financial statements
can be a useful tool for management for making financial decisions and
are extremely useful in the preparation of accurate and complete tax
Computer Training and Setup of QuickBooks
services for the initial setup of your accounting records in QuickBooks
and then offer ongoing support for software and accounting questions.
assistance to our more experienced loved ones, often at the request of
a concerned relative, to provide bill payment, expense tracking and/or
to oversee money allocation. Having a professional involved in these
tasks can reduce the burden for those who can use the help and those
loved ones involved.
We are a California commissioned Notary Public, available for your Notary needs.
Payroll and Payroll Reports
We can process your payroll and prepare your federal and state payroll
reports for you. This often saves our clients time, aggravation,
penalties and interest that can be avoided. We will also prepare your
year end W-2s, W-3, 1099s and 1096 forms. If you are unsure as to
whether you could use some assistance, click on the following link to
get an idea of some of the things involved in keeping accurate payroll
records and reports.
Payroll Forms and Records to Keep Track of.
Tax Planning and Tax Preparation
in income tax preparation for individuals and small business. We are
very well versed in those who have significant (or even not so
significant) investments, itemized deductions, rentals, farms and many
other various tax situations. We also cater to those clients who have
more simple returns and tax situations as well. Our goal is to prepare
an accurate and complete return while at the same time minimize our
clients tax liability. Therefore, we also provide year long tax
planning so as to achieve these goals at tax time.
PO Box 270, El Dorado, CA 95623 | Phone/Fax: (530) 677-8148 Cell: (530) 306-3748