I take pride in providing top quality, client oriented accounting and tax services. I have always looked out for my clients' best interests and continue to be responsive to their questions and needs. I have been conducting business as a Certified Public Accountant (CPA) since 1977 - the first 12 years with a multi-office firm and thereafter independently.
This has provided me with broad based experience with regards to accounting, financial reporting, and taxation. The result is that you get knowledgeable professional service along with focused individual attention - all without the price normally incurred with the larger firms.
This has provided me with broad based experience with regards to accounting, financial reporting, and taxation. The result is that you get knowledgeable professional service along with focused individual attention - all without the price normally incurred with the larger firms.
Services
Maintenance of your general ledger on our accounting systems, based upon transactions you initiate at your place of business. Reviewing your internally prepared accounting and advising your staff of any needed adjustments that come to our attention. Preparation of income tax returns for individuals, corporations, partnerships, trusts and non-profit organizations.
Tax planning is best accomplished through focused attention to your individual situation. A valuable approach is to analyze your current position, and then test several "what if" scenarios in order to create a plan for minimizing your tax liabilities over a multi-year time frame.
High income individuals, (those with adjusted gross income over $1 million), for California estimated taxes, cannot rely upon the safe harbor rule of paying in either the prior year tax liability, or 110% of the liability if AGI is over $150,000, in order to avoid underpayment of estimated tax penalties.
High income individuals, (those with adjusted gross income over $1 million), for California estimated taxes, cannot rely upon the safe harbor rule of paying in either the prior year tax liability, or 110% of the liability if AGI is over $150,000, in order to avoid underpayment of estimated tax penalties.
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