Services

Tax Preparation and Planning

Using Lacerte Software, I can prepare prior-years and current-year tax returns for individuals, partnerships, corporations, S-corporations, estate & trusts, and exempt organizations. Using Greatland Corporation’s Laser Librarian, I can prepare almost all forms required by any state or city for sales/use tax purposes as well as the related application forms for licensing.

I have worked with substantially all states for retail sales tax and use tax compliance over the past ten years, from the application process through the filing of returns on monthly, quarterly, semi-annually, and annual basis.

I have prepared individual, partnership, corporate, fiduciary and exempt organization returns since 1983. My familiarity with these returns and Lacerte Software allows me to provide returns at very reasonable rates.

Payroll Services

Got employees? We can help! Whether you need individual paycheck calculations or just after-the-fact preparation of tax deposit coupons or preparation of Federal and state employment tax returns, my office can provide quick and affordable assistance.

My staff and I can also act as your representative for workers compensation audits. We can host your audit in our office so that you won’t have to deal with auditors roaming your office or interrupting your workers with endless questions.

Management Advisory Services

Using your information and Microsoft Office, I can prepare cash-flow projections and other reports to help you manage the day-to-day operations.

I maintain an 800-number so that I am always just a phone call away when you have questions, or need help brainstorming.

I have a wide network of professionals with whom I work on a regular basis so that if you ever need more help, I know someone who can help you.

Direct Marketing Services

Need help getting statements or other documents folded, stuffed and mailed? I can simplify the process! If you provide the materials, my staff can get it out quickly and affordably. In addition, I can provide database management services, high-speed printing and folding, and postage processing.

Bookkeeping Services

Is your success keeping you too busy to maintain your books? Do you cringe at the thought of supervising accounting staff? Let my office be your accounting department! My staff and I can provide you with as much or as little accounting services as you require. If you send all invoices, cancelled checks, and other documentation, my staff and I will use QuickBooks to provide you with the accounting information you need to grow and manage your business. We do the data-entry, prepare bank reconciliations, assist with accounts receivable and accounts payable management, generate payroll checks and tax returns, as well as complete the forms needed for Federal, California, and multi-state tax compliance. You save the cost of payroll, workers compensation, and benefits while still getting the help you need. Think of it as outsourcing to Northern California instead of India!

Do you already have an accounting staff? Let my office review and adjust your data to conform to generally accepted accounting principles or to minimize the time (and fees!) your tax preparer needs to prepare your returns or to develop tax projections. Using the Accountant’s Review feature of QuickBooks, I can work with a variety of media (3.5” diskettes, Zip drives & CD-ROM) or I can work directly with your computer via Symantec’s PC Anywhere or Microsoft’s Remote Desktop.

Not a business but still too busy to write checks and balance your checkbook? If you have the money, we have the time! We can come to your home and prepare checks for your signature and mailing. Or you can send your bills, blank checks, and bank statements to us (we can provide the envelope!) and we can do the work for you in our office.