Our Services

Your tax and accounting situation is as unique as you are. Let us support you in finding the perfect solution to fit your needs.

  • We provide support and solutions to keep your business running smoothly, including personalized accounting services to maintain your books and provide timely reporting. Below is a list of our services that is tailored to you based on your needs and wants.

    • QB setup and training 

    • Bookkeeping services  

    • Accounting oversight  

    • 1099 preparation

    • Sales tax preparation

    • Business property statement preparation

    • Workers compensation audit reports

    • Financial statement preparation

  • Consulting services are designed to address your ongoing business needs from selecting the right formation for your new business, assisting in complex transactions, or providing budgeting and forecasting services. We will work together with you for the best outcome possible by researching and analyzing different options so you can make the most informed decision. Below is a list of our services that is tailored to you based on your needs and wants.

    • Entity formation

    • Consulting and guidance on best practices for your industry

    • Assistance with cash flow, business planning, and analysis

    • Guidance on simple or complex tax transactions

  • We provide tax return preparation services for individuals, small businesses, and trusts. Our tax planning services include simple individual and business tax considerations to more complex tax considerations. Below is a list of tax return preparation and tax planning services that we provide.

    • Individual income tax return preparation

    • Partnership and LLC returns

    • C and S corporation returns

    • Trust tax returns

    • Gift tax returns

    • Tax planning and research

    • Foreign income reporting

  • A notice of audit, tax authority examination, or other inquiry can be daunting. We advise on simple or complex tax disputes. We can assist in accurate and timely review of your tax situation and provide representation to achieve the best possible outcome.

    • IRS audit representation

    • FTB audit representation

    • EDD audit representation

You can be confident knowing you have a knowledgeable accountant in your corner. You deserve to work with someone who truly cares about you and your business.

“Jacinta has a wealth of knowledge about accounting practice, which she thoughtfully applies through the lens of your industry and company. She takes time to understand the work you do and the rhythms of your business to keep your accounts in good order, produce timely and transparent financial reports, and provide sound guidance when questions arise. She is exceedingly patient, can easily articulate complex accounting concepts and cares deeply about her clients. A joy to work with!”

D.B.