Our company specializes in light bookkeeping  and tax preparation services for a wide variety of clients. We specialize in:

  • Tax return filing and tax planning for individuals
  • Bookkeeping and financial statements for small businesses using Quickbooks
  • Sole Proprietor tax return filing
  • Insurance products for Individuals and Small Business clients
  • Notary services are available as well


Annual participation in Continuing Professional Education courses such as IRS and Business seminars keeps our firm on the leading edge of ever-changing tax laws and Insurance products. We are registered with CTEC(California Tax Education Council), IRS Eservices for Tax Pros, and DOI(Department of Insurance).

Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price!

Visit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.

Visit the Contact Us page for information regarding how to reach us via telephone, fax, e-mail or mail.

Feel free to contact the office anytime. We're here to help.

September 2020
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