Serving the Temecula Valley with income taxes and financial reporting services for over two decades. We are committed to being our client's most trusted business advisor and consistently exceed their expectations. Our company's purpose is to have profitable growth through superior customer service, innovation through technology, quality and commitment to our core values.
We provide income tax, bookkeeping, payroll and cost accounting tailored to meet the specific and ever-changing tax exposure risk facing our clients. We build value and assurance to our clients by having a qualified seasoned CPA prepare your taxes in a timely, professional, knowledgeable and ethical manner.
We provide income tax, bookkeeping, payroll and cost accounting tailored to meet the specific and ever-changing tax exposure risk facing our clients. We build value and assurance to our clients by having a qualified seasoned CPA prepare your taxes in a timely, professional, knowledgeable and ethical manner.
Services
Native to the Temecula area, Cheryl has been committed to assisting, guiding and advising anyone who needs her expertise since 1988. Cheryl's goal has always been to provide personalized service that is specifically tailored to her clients' needs, goals and objectives while always providing the highest level of service, integrity, honesty and excellence.
What do I bring to my tax appointment? Always bring your last year's tax return and any letters you have received from the IRS or Franchise Tax Board during the last year. While you're storing your current year's income and expense records, be sure to keep your bank account and loan records too, even though you don't report them on your tax return.
Reviews (2)
Laura Cannici
May 07, 2019
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I had a very bad experience but I decided to let bygones be bygones and scheduled an appointment to have my 2018 taxes done. I asked the girl to have Cheryl call me as I had some questions before I went in. Needless to say I waited and waited and waited no call. I did not keep my appointment. Not sure what happened but she went from complete professional to someone who seems to not hear you, and has a very nasty attitude even when the mistake they made was clear as day that they made it l, she NEVER apologized. She got defensive instead. Maybe this was a sign, I found someone with experience, is
James Miller
Jun 16, 2018
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