Client Services
I offer a wide range of services to individual and business clients. Because my firm is small, my clients benefit by getting personalized, quality service that is beyond comparison. Below I have listed the services that I offer to my clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Services

Tax Preparation

My significant investment in computerized tax preparation and research software enables me to accurately and efficiently prepare returns - with virtually any tax authority - for various types of entities including individuals, partnerships, trusts, estates, and not-for-profit organizations. My education, professional certifications, and 30+ years of tax preparation experience will assure you that your taxes are in capable, experienced hands.

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Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall tax strategy, you can use my experience and my access to the most current new developments in tax law to minimize both your current and future tax liabilities.

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Estate & Trust Income Tax Preparation

Although some parts of income tax law for estates and trusts are similar to those imposed on individuals, there are many differences. I can help you navigate these complexities in filing estate or trust tax returns for which you are responsible.

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Sales Tax Services

Some of my clients are responsible for collecting and remitting sales & use taxes in many different vicinities. I can assist your company in the compilation of information and preparation of sales & use tax returns in an efficient and timely manner.

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IRS Representation

During my years of experience dealing with many tax authorities, I have achieved a level of competence that can ensure my clients they are being properly represented before the various federal and state tax agencies.

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Consulting Services

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, I can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Accounting Services

Accounting Services

Providing financial information to my clients in a timely and accurate manner is a commitment that I feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. I provide a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

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Miscellaneous

Payroll Tax Preparation

Collecting and remitting the various payroll taxes can be a daunting task. I can assist you in getting this quarterly task done quickly, accurately and efficiently.

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Government Contract Consulting

My many years of experience in government contract award, administration and auditing can help your business deal effectively and profitably with various government buying organizations.

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Tabulation Services

For over 10 years, I have served as official tabulator for numerous pageants in Southern California. Final pageant scores are comprised of many individual competitions, are scored by many judges and involve many contestants. The procedures, skills and tools that I have developed in this area, are critical in accurately and quickly performing this important pageant administration function.

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