Accounting and tax help, all year long

For businesses

Planning

Budgeting, forecasting & part-time CFO

Annual and long-range budgets, rolling forecasts and pro forma statements, plus CFO-level advice without the full-time salary.

Controls

Internal controls & SOX readiness

Simple written policies and workflows that protect your assets, plus SOX compliance that doesn't cost a fortune.

Books & tax

Bookkeeping, financial statements & business tax

QuickBooks setup and monthly bookkeeping, bank reconciliations, GAAP or tax-basis statements for banks and investors, business returns, quarterly estimates and 1099s.

For individuals

Personal tax planning & filing

Your tax pro should be around all year, helping you lower your bill through retirement contributions, real estate moves, starting a business and more.

Planning

Estates

Notices

Year-round tax planning

Estates & trusts

IRS & FTB letters

A tax strategy built around your life, then accurate federal and California returns filed on time.

Fiduciary returns and planning support for estates and trusts.

Got a scary letter? Our team includes a former FTB auditor who knows the process from the inside.

How it works

A simple, year-round process

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Get to know you

Set things up right

Stay current

Plan ahead together

We look at your books, past returns and goals to find gaps and quick wins.

We clean up your accounts and entity setup so your numbers are accurate and tax-smart.

Year-end tax planning and honest advice on growth, investments and big decisions.

Monthly closes, forecasts and quarterly check-ins keep everything on track.

Talk with Robert about your business or personal tax needs.