Directory of Accounting, Bookkeeping & Tax Services
in the U.S. and Canada

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California Financial & Tax Planning Services - Tax & Financial Planners

Jack  Warrington, EA
Mary Lou  McFadden, EA, CFP®

Haven’t filed in a while…? Income Tax Preparation, incl. e-file, and Tax Planning for Individuals, Families and Small Business. Specializing in Representation before the IRS & State Taxing Authorities in matters of Audits, Appeals, Collections and Offers-in-Compromise for the Distressed Taxpayer. Forensic Bookkeeping Services available. Members: CSEA & NAEA. Jack is a Fellow of the National Tax Practice Institute. Serving the Bay Area & Northern California.

Serving area includes:  Albany  CA •  San Francisco  CA •  Oakland  CA •  Berkeley  CA

Kiran  Kumar, Certified Registered Tax Preparer, Notary Public
Usha  Kumar, Certified Registered Tax Preparer

Need to file your 2007 Taxes? We offer over 30 years experience in Tax Preparation & IRS tax problem resolution. In addition, our Bookkeeping (QuickBooks), Accounting & Payroll service is completely customized and provided at your office or ours. (2nd office in Tustin) Startup? Let us assist with tax planning and setting up your accounting system. Serving a wide range of clientele from Auto Repair shops to Manufacturers • Law Firms a specialty • FREE consultation – Quality service always!

Serving area includes:  Anaheim  CA •  Tustin  CA •  Orange  CA •  Garden Grove  CA

Paul  Carney, CPA
  Certified QuickBooks® ProAdvisor

Local CPA firm offering a wide array of services geared for Individuals and Small Business Owners - Accounting and Bookkeeping, Small Business Consulting, Outsourced CFO Services, Business and Individual Tax Preparation, Tax Planning and deferred tax strategies, IRS / State Tax Problem Resolution and Taxpayer Representation. Friendly, prompt, and professional services - Contact me today for a complimentary initial consultation

Serving area includes:  Arcadia  CA •  Monrovia  CA •  Sierra Madre  CA •  Pasadena  CA

Michele  Zimmerman, ATP, CTEC
  QuickBooks® Advisor / Simply Accounting Pro

Michele Zimmerman & Strategic Business Solutions is in your area and provides • Finance & Accounting • Human Resources • Risk Management & Insurance • Collections & Accounts Receivable • Contractual Analysis, Admin. & Auditing • IT & Computer Dept. Management • Tracking & Management of Tax Exposures • Retirement Planning & Pension Admin. Bonded & Insured. "keeping nice people in business" 1st hour free.

Serving area includes:  Berkeley  CA •  Concord  CA •  Oakland  CA •  Walnut Creek  CA

Chris  Song, CPA, EA, MPA
  Advanced Certified QuickBooks® ProAdvisor

Over 15 years experience. Accounting, Bookkeeping & Customized Solutions - Planning for Start-ups, Personal, Corp & Partnership Tax, Back-year Returns & Audits, IRS Representation - Payroll, QuickBooks, Peachtree set-up & training. We specialize in Professional, Contractor, Restaurants, Retail, Manufacturing, Financial, Non-Profits, Clergy, Hospitality & many more.

Serving area includes:  Buena Park  CA •  Los Angeles  CA •  Long Beach  CA •  Anaheim  CA

Michelle  D. Peterson
Robert  L. Peterson

Why do professionals need Peterson & Peterson Financial Services? With 30 years in Tax Law, we offer Tax Preparation and Bookkeeping for Individuals, Partnerships, Corporations, Non Profits and Trusts. We are a company that prides ourselves in "Excellence in Tax Law and Bookkeeping Standards."

Serving area includes:  Burbank  CA •  Glendale  CA •  Santa Clarita  CA •  Pasadena  CA

Terri  Eli, EA
 

Offering personalized full service bookkeeping, tax preparation and tax representation for individuals, sole proprietors, partnerships, corporations, estates and trusts, and non-profit organizations. We also prepare tax returns for other states and partial year returns. Taxpayer representation before IRS, Franchise Tax Board and other tax authorities in California. Extensive experience with Offers in Compromise, Installment Agreements, audits, and release of liens and levies.

Serving area includes:  Burlingame  CA •  San Mateo  CA •  San Jose  CA •  San Francisco  CA

Ernest  Dubnicoff
  Enrolled Agent

Bookkeeping, Payroll, Tax Planning & Income Tax Preparation – Business and Individual • Over 20 years with a Fortune 50 Corp - No problem too difficult to handle • Enrolled Agent, licensed to represent you before the IRS and State taxing agencies, I also assist with Tax Problem Resolution • Contractors, Doctors, Retailers, Restaurants, Real Estate professionals, Service Providers and many others • Reasonable rates • Seasoned professional…friendly service – Ask for Ernie! (please mention this ad)

Serving area includes:  Cardiff by the Sea  CA •  Encinitas  CA •  Solana Beach  CA •  San Diego  CA

Alan  Olsen, CPA
  Managing Partner

GROCO is one of the top accounting firms in the SF Bay Area and among the Largest Tax Preparation Firms in Silicon Valley. We provide Bookkeeping, Financial Statement Preparation, Audits, Tax Planning, Tax Return Prep, Strategic Business Plans, Startup Services, Trustee Services and Estate Administration and Consulting Services to High Net-Worth Individuals and Closely Held Businesses. Specialize in IRS Problem Resolution. Very competitive rates. Services provided both onsite or remotely

Serving area includes:  Danville  CA •  Oakland  CA •  Walnut Creek  CA •  Pleasanton  CA

Kent  Puckett, EA
Nancy  Korprapun, EA

Providing full service Accounting, Bookkeeping, Payroll, Corporate Set-up, QuickBooks & Peachtree Set-up and Support. Enrolled Agents providing Tax Preparation for Individuals and Businesses (Corporations, Partnerships, Limited Liability Companies, Non-profit Organizations and Startups), E-file, Tax Refund Loans (RALs), Audit Representation in IRS and State Matters, Financial Planning, Trusts & Estates. Providing Los Angeles and Orange County with on-site or virtual services.

Serving area includes:  Downey  CA •  Los Angeles  CA •  Whittier  CA •  Long Beach  CA

Edward  J. Sullivan CPA
QuickBooks  Advisor

Over 17 years experience. Accounting, Income Taxes, & Bookkeeping - Planning for Start-ups, Personal, Corporations, Partnerships, Estates, Trusts & LLC's, Back-year Returns & Audits - Payroll, QuickBooks & Peachtree set-up & support. We are also Quickbooks certified. Call us with your tax and accounting problems for a free initial consultation.

Serving area includes:  Dublin  CA •  Pleasanton  CA •  San Ramon  CA •  Livermore  CA

Tom  Fredericksen, CPA
 

A full service Tax and Accounting firm, including Estate Tax, Trust Tax & Accounting, and Non-profit Organization Accounting & Tax. Business Startup Service, Business Planning and Real Estate Investment Planning.

Serving area includes:  Dublin  CA •  Pleasanton  CA •  Livermore  CA •  San Ramon  CA

Cal  Ellisor, EA
 

Income Tax Services • Individual, Business Trust, Non-Profit, Estate/Gift, IRS Audit Representation, e-file and Other Business Taxes • Payroll Preparation, W2 & 1099s • Bookkeeping, Accounting (that does not require a state license), QuickBooks & Quicken support, Financial Statements, P&L, Balance Sheet, & Cash Flow • Business & Retirement Planning and Notary • Serving the North Coast San Diego County •

Serving area includes:  Encinitas  CA •  San Diego  CA •  Carlsbad  CA •    

Janathan  Allen JD, CPA
Richard  Barron

We are a single source for all Financial accounting, legal and consulting needs for business. We provide a full range of financial services: bookkeeping, payroll, tax planning and International Tax. Legal services for contracts, incorporation, estates and wills. Also provide management consulting in manufacturing, business plans, executive coaching, and mentoring & strategic planning.

Serving area includes:  Escondido  CA •  San Diego  CA •  Los Angeles  CA •    

David  M. Britton, CPA
 

Over 25 years - small firm providing personalized attention & professional care to your concerns - Individual & Small Business Tax Planning & Preparation, Back Taxes, Multi-state Returns, e-file or any tax related matter & traditional Accounting & Bookkeeping. In addition, I specialize in Forensic Accounting & Litigation Support. I pride myself in being attentive to my client needs and expectations.

Serving area includes:  Fremont  CA •  San Jose  CA •  Hayward  CA •  Oakland  CA

John  Moore, EA
Charlene  Burkhardt, EA

For over 20 years, we have been assisting our community with tax returns and other IRS issues. Individual, corporate, partnership, LLCs, estates & trusts tax preparation, and audit representation. Financial, College, Estate & Retirement Planning, Investments & Life Insurance. Bookkeeping & Payroll processing. Come and see what had made us one of the largest income tax firms in the Tri-City Area!

Serving area includes:  Fremont  CA •  Hayward  CA •  Oakland  CA •  San Jose  CA

Chuks  Iheke, MBA, CGFM, CPA
  Principal Manager

We offer General and Government Contract Accounting, Auditing and Management Consulting, including: Design & setup of Cost Accounting & Estimating Systems, Monthly Write-Ups, Financial & Compliance Audits, Reviews and Compilations; Tax Planning & Preparation, Internal Control Consulting, Pre-Award Surveys, Incurred Costs & Forward Pricing Rates Proposals, Claims & Terminations, Cost Allocation Plans, Contract Close-outs, DCAA / IRS Audits Liaison. We're a certified SDBE/8(a) and DBE firm.

Serving area includes:  Fremont  CA •  Oakland  CA •  San Jose  CA •  San Francisco  CA

Alan  Olsen, CPA
  Managing Partner

GROCO is one of the top Accounting Firms in the San Francisco Bay Area and among the Largest Tax Preparation Firms in Silicon Valley. A full service CPA firm providing Bookkeeping, Financial Statement Preparation, Audits, Tax Planning, Tax Return Preparation, Oil & Gas Accounting, Strategic Business Plans, Startup Services, Trustee Services & Estate Administration, and International Tax Services for Multinational Businesses. Specialize in IRS Problem Resolution. Rates are very competitive.

Serving area includes:  Fremont  CA •  Milpitas  CA •  Sunnyvale  CA •  San Jose  CA

Richard  Contreras, MBA
 

Provides complete accounting and management consulting to start-up, small, and mid sized businesses. Services include CFO / Controllership, Treasury and Cash Management, Financial Statements, Budgeting, Internal Controls, Bookkeeping / GL / Bank Recs, Payroll, Human Resources, Tax Planning and Filing for Corporations, LLCs and Individuals, AP / AR, System Design and Implementation, Clean up and Optimization. Reasonable and reliable. Call for a free consultation.

Serving area includes:  Fullerton  CA •  Costa Mesa  CA •  Irvine  CA •  Anaheim  CA

Dante  Cajucom, EA, CPA
  JD, Notary Public

Your one-stop IRS Help and business solution. We will assist you from formation of your business, to tax planning, preparation and audit representation. We can also help you in your bookkeeping needs, as well as in payroll preparation. We will take care of you business and help you comply with government regulations so you can concentrate in doing things that matter most - that is making money. Call or e-mail us for an appointment.

Serving area includes:  Fullerton  CA •  Temecula  CA •  La Mirada  CA •  Anaheim  CA

Stephen  Hall, EA, Real Estate Consultant & Tax Advisor
Jamie  Gibson, EA, Certified QuickBooks® ProAdvisor

Full service Tax and Accounting firm - Staff of over 10 tax consultants / tax preparers - specializing in Real Estate Tax, Real Estate Tax-deferred sales, 1031 exchange, Real Estate Asset Protection, Tenant In Common. Also provide Entertainment Accounting, Eldercare services, QuickBooks support, Small Businesses Bookkeeping, Estate Planning and Incorporation services. Experienced with Firefighters, Police, Nurses, and Doctors. Helping clients build their real estate portfolio nationwide.

Serving area includes:  Glendale  CA •  Burbank  CA •  Pasadena  CA •  Eagle Rock  CA

Edward  Yousefian, CEA, CSA, CSFP, EA, CPA
 

Actively engaged in public accounting for 32 years. Providing complete tax services including Individual, Corp / S-Corp., Partnerships and Trusts. Tax Problem Help available including IRS, FTB, EDD, and State Board of Equalization audit representations. Full computerized accounting and bookkeeping services using QuickBooks. In-house Payroll Processing. Tax Consulting and Financial Planning. Specialize in Real Estate & Entertainment Tax Issues – Clients include Actors & Production Professionals.

Serving area includes:  Glendale  CA •  Burbank  CA •  Los Angeles  CA •  Beverly Hills  CA

Brian  Johnson, EA
 

Attention Small Business Owners! I offer Accounting & Bookkeeping, Comprehensive Payroll Services, Financial Reports, Small Business Consulting and a wide variety of Personal and Small Business Tax Services including Tax Planning, Tax Preparation, Multi-state and Out-of-state Returns, Prior-year returns, Non-filers, IRS Problem Resolution and taxpayer Representation • Member National & California Association of Enrolled Agents • 17 Years Experience • Contact me today to see how I can help you!

Serving area includes:  Hayward  CA •  Castro Valley  CA •  San Lorenzo  CA •  Fremont  CA

Patti  Sherwin
  Investment Advisor Representative; Degreed Accountant; Tax Preparer

Over 20 years experience in tax preparation and planning for individuals, small businesses, home based businesses. Comprehensive services include bookkeeping, accounting, tax preparation, tax planning; employee incentive plans; health insurance; financial planning including retirement plan set-up; Business start-ups. Planning during the year can save you hundreds of dollars at tax time. Reasonable fees to fit every budget.

Serving area includes:  Hemet  CA •  San Jacinto  CA •  Murrieta  CA •  Perris  CA

Sandra  Copas, PI
  Licensed Private Investigator

All we do is Fraud. We are a private investigation firm with a Certified Public Accountant and Certified Fraud Examiner on staff. We provide companies, individuals and estates with the following services: Fraud Detection • Fraud Prevention • Fraud Deterrence • Fraud Investigation • Investigative and Forensic Accounting • Money Laundering Investigations • Litigation Support. Let our investigators use their background and specialized knowledge help you to resolve your issue.

Serving area includes:  Hollister  CA •  San Jose  CA •  Sunnyvale  CA •  Santa Cruz  CA

Sammy  Rantissi
 

SR Financial Services has the resources, experience and depth of knowledge to offer the following services: Tax Preparation, Personal & Business Tax Returns, Back-year Returns, Retirement Planning, Accounting Services, Debt & Restructure, Collections, Retirement Services, Incorporations and Entity Setup & Planning, Financial Planning, Mortgage Loans and IRS Representation. Licensed by the CTEC.

Serving area includes:  Hollywood  CA •  Los Angeles  CA •  Pasadena  CA •  Malibu  CA

Stephen  Dumalski, EA
 

20 years experience in income tax preparation and tax planning for small business and individuals. Specializing in representation of taxpayers before the IRS. Audits, past due tax returns, installment agreements, removal of liens and levies, innocent spouse, offer-in-compromise, and state issues. Honest answers and fair prices. Call for free consultation.

Serving area includes:  Huntington Beach  CA •  Westminster  CA •  Costa Mesa  CA •  Fountain Valley  CA

Ardavan  Keyhan, CPA
Danielle Hewitt, CPA  Certified QuickBooks® ProAdvisor

Your part-time bookkeeper to full-time accounting department! We offer Internet based Accounting & Bookkeeping - QuickBooks, Intacct, Peachtree & Oracle NetSuite, Start-up services, Venture Capital Acquisition, Tax Planning & Preparation for small-med companies, restaurants, real estate firms, non-profits, attorneys, church/clergy, entertainment, hospitality, manufacturing, retail distributors and more.

Serving area includes:  Irvine  CA •  Los Angeles  CA •  Orange County  CA •  San Diego  CA

Burt  Argade, CPA
Andy  Anderson

Providing Orange County Small Businesses with complete Accounting, Income Tax & QuickBooks services. • Pick Up and Delivery of your Accounting Records • QuickBooks Support - Review all of your bookkeeping entries • Preparation of Sales Tax Returns • Income Tax Planning & Preparation - review of your business and personal tax situation and meet with you to plan your taxes • We keep you advised of new tax laws, tax tips and reporting deadlines • Contact us for a Free Consultation.

Serving area includes:  Lake Forest  CA •  Irvine  CA •  Tustin  CA •  Santa Ana  CA

John  Leslie, Certified QuickBooks® ProAdvisor
Karina  Reese, Certified QuickBooks® ProAdvisor

Payroll processing at 1/2 off of ADP and Paychex fees. QuickBooks training, Setup, and assistance. Over 21 years experience in Tax Preparation. Areas of expertise in Corporations, Partnerships, Estates, Fiduciary and individual tax situations. Also provide IRS problem resolution. Remote management of your books at your office or ours. It's like having an in-house accounting department. Person and confidential service. Currently serving over 500 clients. Call for a free consultation.

Serving area includes:  Lakeside  CA •  El Cajon  CA •  San Diego  CA •  La Jolla  CA

Catherine Korp, CPA &  Robert Huff, CPA
Peachtree Premier Advisor,  Certified QuickBooks® ProAdvisor

Work directly with an Independent CPA ! Tax Preparation & Planning - Individual, Corps, Partnerships, Non-Profit, Trusts, & Estates • IRS Representation and help with Fed or State Tax Problems • Full service Accounting, Bookkeeping & Payroll – bill pay, A/R, A/P, monthly write-up • QuickBooks & Peachtree set-up, support & training • Start-up Consulting • Entertainment Industry & Nonprofits a specialty !

Serving area includes:  Long Beach  CA •  Huntington Beach  CA •  Los Angeles  CA •  Laguna Hills  CA

Regina  Imoisili, MBA, EA, CB
  NTPI Fellow, Certified QuickBooks® ProAdvisor

Complete Bookkeeping, Payroll and Tax Services Individuals and Businesses: Sole Proprietorships, Partnerships, Corporations (Profit & Non-Profit), Estates & Trusts. Business Start-Up & Management Consulting. On-Site & Off-Site bookkeeping services. Training on QuickBooks. Enrolled Agent providing IRS representation. Notary and Document Signing Services available. Client satisfaction is our goal.

Serving area includes:  Los Angeles  CA •  Sherman Oaks  CA •  Burbank  CA •  Inglewood  CA

Eli  Rafael, EA
 

Over 23 years Experience. We offer a full array of Accounting, Taxation & Consulting Services. Corporation / Individual / Partnership / Trust / Non-Profit Org Tax Preparation & Planning. All States, Prior years, Audit Support & e-file. Business Start up consulting. Clients include Entertainment Industry, Real Estate, Wholesale, Retail Accounts and Service-oriented Firms. We will customize our service to meet your specific needs. Enrolled Agent - licensed by the IRS to represent you.

Serving area includes:  Los Angeles  CA •  Hollywood  CA •  Santa Monica  CA •  Orange County  CA

Yosef  Manela, Esq., CPA, MBA, LLM
Limor  Amrani

Our firm can provide you with complete tax, accounting, and financial planning for your corporation, business, and your personal financial goals. Our office can easily and quickly get your financial records organized, handle all payroll processing, and provide superb tax planning, preparation, and assurance services. There is no cost to you for an initial consultation with any CPA in our office as we are eager to show you how we can help you grow your business and successfully plan your future.

Serving area includes:  Los Angeles  CA •  Santa Monica  CA •  Beverly Hills  CA •  New York  NY

Harlan  Levinson, CPA
 

I am a reliable, responsible, high quality Certified Public Accountant offering personalized services in taxation, financial and business services. My practice includes a wide range of small businesses and individuals, with a concentration in the Entertainment Industry and Professionals, such as Physicians and Attorneys. Estates and Trusts Taxation and Planning is also an area we focus on.

Serving area includes:  Los Angeles  CA •  West Hollywood  CA •  Beverly Hills  CA •  Santa Monica  CA

John  Weldon, CPA, MBA, Certified QuickBooks® ProAdvisor
Ginny  Yueh, Certified Tax Preparer

Specializing in Tax Preparation, Financial Planning, Payroll and Accounting & Bookkeeping services for small business and individuals. For over 20 years, I’ve personally consulted with my clients on their Tax, Investment and Real Estate issues. My goal is to minimize your taxes while increasing your financial wealth. Please visit my website regarding additional services that my firm provides.

Serving area includes:  Los Angeles  CA •  Manhattan Beach  CA •  Venice  CA •  Santa Monica  CA

William  Braun, CPA
  Certified QuickBooks® ProAdvisor, Microsoft Professional Accountants Network Consultant

We offer a comprehensive range of accounting and bookkeeping services including support of various accounting software packages, including QuickBooks. We provide tax planning and income tax preparation for all levels of tax needs, including Individual, Federal and State income tax returns, Estate tax returns and Business returns. Our primary focus is on small firms from startup through the mid-sized business, with services offered on either a time and materials or monthly fee basis.

Serving area includes:  Los Angeles  CA •  Santa Monica  CA •  Beverly Hills  CA •  Marina Del Rey  CA

Hadas  Stein, CPA
 

Accounting, Bookkeeping and Tax solutions to small to medium sized businesses. Tax Preparation for Individuals, All Business Entities, Non-Profits and Trusts. Business Management, Payroll set-up, Business Startup, Accounting & Bookkeeping. Training, set-up and support of QuickBooks.

Serving area includes:  Los Angeles  CA •  Sherman Oaks  CA •  Beverly Hills  CA •  Burbank  CA

Suzanne  Whitney, EA
 

Since 1981 we have been doing Income Tax and Tax Planning for individuals and small to medium-sized businesses. Bookkeeping, Financial Reporting, Analysis, Payroll, Sales Taxes and QuickBooks set-up, training and support available. Enrolled Agents licensed to provide IRS Representation. Prior Year Returns: "any form - any year - any state" Please call for a free consultation. We have a second location in Manteca.

Serving area includes:  Milpitas  CA •  San Jose  CA •  Santa Clara  CA •  Fremont  CA

Raymond  Khan, EA, MBA
 

Are you behind in filing your Taxes? Have you received notices from the IRS? We specialize in Taxpayer Representation before the IRS & other State Taxing Authorities in matters of Audits, Appeals, Collections and Offers-in-Compromise for the Troubled Taxpayer. We also provide Debtor - Creditor Mediation and Negotiation for resolving business dispute issues, Tax Planning and Income Tax Preparation. Member: California and National Society of Enrolled Agents.

Serving area includes:  Modesto  CA •  Stockton  CA •  Pleasanton  CA •  Merced  CA

Donald  Liu, MBA, Certified Tax Preparer
 

YARDI, MRI, QUICKBOOKS Consulting: System set-up and conversion; existing problems resolving, and program use training; Expertise in property management, real estate construction & development, real estate tax planning; Best practice developed over years in real estate industry by serving diversified private and institutional real estate business investors, owners, and managers.

Serving area includes:  Monterey Park  CA •  Los Angeles  CA •  Pasadena  CA •  Alhambra  CA

Robert  Richter, CPA
  Certified QuickBooks® ProAdvisor

Helping all types of Small Business in the areas of: Tax Preparation & Tax Planning, Financial Planning & Bookkeeping services. I have worked with all forms of business for over 22 years. My experience and credentials do make the difference in the service you will receive. Reasonable fees. Please visit my website for more info.

Serving area includes:  Newport Beach  CA •  Irvine  CA •  Costa Mesa  CA •  Tustin  CA

Sara  Sharma, EA
Rob  Sharma, Certified QuickBooks® ProAdvisor

Located in the San Fernando Valley, we have been providing personalized accounting and tax services for over 20 years. As Enrolled Agents, we are the only tax professionals licensed by the IRS. Services include Consulting, Auditing, IRS Representation, Business startup, Financial Planning, Foreign, International and Estate Tax. Support QuickBooks, Peachtree and Microsoft Small Business Accounting. Experience with Advertising, Construction, Health Care, Retail, Restaurants & Nonprofits.

Serving area includes:  Northridge  CA •  Los Angeles  CA •  Torrance  CA •  Chatsworth  CA

Rubian  Moss, CPA
  Certified QuickBooks® ProAdvisor

Full service CPA serving the Bay Area - We offer effective solutions for your business needs! Accounting, Tax Preparation & Planning, Consulting & Advisory Services, Payroll, Financial Statement Preparation, Certified Audits and Business Valuations • QuickBooks services include Setup, Support, Training ($50.00/hr) and discounts on QuickBooks purchases - Our outsourced services can be a significant cost benefit to your business • Substantial experience with non-profit organizations.

Serving area includes:  Oakland  CA •  Walnut Creek  CA •  San Francisco  CA •  Berkeley  CA

Chris  Akhidenor, CPA
 

As a CPA Firm based in the Bay area, we provide outsourced CFO, Controller and Accountant Services at very affordable rates. We help businesses meet needs in the following areas: • Tax Returns • Independent Audits for both Business & Nonprofit Organizations • Reviews • Compilations • General Ledger Management • Bookkeeping • Budget Preparation • Monthly Forecast • Strategic Planning and Implementations. Please contact us for free consultation to further discuss how we can help you.

Serving area includes:  Oakland  CA •  Walnut Creek  CA •  Livermore  CA •  Discovery Bay  CA

David  Stern
 

Full Service Income Tax Preparation and QuickBooks training & consulting. Tax service for Individuals (1040) & Entities (Corporations, LLCs, Partnerships). We don't just prepare taxes; we provide sound tax planning and strategies to maximize your deductions. City business, county property, and state sales and use tax assistance also available. Daily, weekly or monthly bookkeeping; data entry catch up; QuickBooks set ups and major clean ups. Contact us today for your free initial consultation.

Serving area includes:  Oakland  CA •  San Francisco  CA •  Berkeley  CA •  Sunnyvale  CA

Clay  Ball, EA
 

Enrolled Agent over 20 yrs exp • Personal, Corporate & Non-Profit Tax Returns – all states, e-file provider, Prior-Year Returns, Audits, IRS Representation, Payroll & Sales Tax Reporting, Tax Planning • Business Start-up Services • Industry Focus - Restaurants, Church/Clergy, Day Care Providers, Construction, Real Estate / Property Management & Professional Services Businesses • Expert Tax Service!

Serving area includes:  Oceanside  CA •  Laguna Hills  CA •  South Orange County  CA •  North San Diego County  CA

Stan  C. Lam, MBA, CPA, Certified QuickBooks® ProAdvisor
Mark  Guillod, CPA

50 years of year-round full service including: accounting & bookkeeping • tax preparation for individuals, partnerships, corps, LLCs, estates & trusts • sales tax • gift tax • IRS representation • payroll • estate, business & personal tax planning • retirement planning • business succession planning • buying & selling a business • management advisory services • eldercare services • cash flow & budget analysis • accounting software selection, installation & training • FREE INITIAL CONSULTATION

Serving area includes:  Orange  CA •  Anaheim  CA •  Santa Ana  CA •  Tustin  CA

Christy  Snow, EA, CMA
Kelly  Jennings, CTEC

We are a full service Accounting & Tax Firm. Specializing in Business Services - Income Taxes - All Business entity structures & individuals. Software: QuickBooks, Peachtree, Lacerte. Industry: Advertising, Construction, Health Care, Retail, Restaurants, Automotive Repair/Body, Wholesale, Property Management, and Brokerage Firms. Specialty: IR