FORENSIC ACCOUNTING 

Marital Dissolution, Business Valuation, Economic Damage, Legal Support

Applying accounting principles, theories, and disciplines to actual or hypothetical facts at issue in a legal dispute and using any branch of accounting to the purpose of the law. We use accounting and auditing skills to provide an analysis of financial records in conjunction with knowledge of marital dissolutions, support issues, spending patterns, tracing issues, business and family dispute resolutions, as well as fraud and theft investigation. Our expertise and the use of available methods can determine the amount of income or the value of a business as well as the extent of financial loss or damages. learn more

TAX PREPARATION

Tax Planning, Tax Preparation,

IRS Representation, Tax Research 

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. learn more

AUDIT

Audit, Review, Compilation

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial statement audits, reviews and compilations that meet GAAP compliance requirements while still reflecting our clients in the best possible light. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), the California Society of CPAs. learn more

WEALTH & BUSINESS MANAGEMENT 

Business Management, Record Keeping

Outsourcing solutions allow you to spend your time where you are most effective and profitable.

Many small business owners find themselves spending long hours keeping up-to-date with the administration of their business.  Tasks such as bill paying, invoicing customers, posting payments, making deposits, paying employees, etc. learn more

TRUSTS & ESTATES

We understand the unique challenges families face as they go through the estate planning process. With so many changes in estate tax law over the past decade, and more being predicted in coming years, that challenge becomes even more daunting. learn more

Estate Planning, Gift Tax