• Tax Preparation:
  • 1040 Individual returns
  • 1065 Partnerships, and LLC's
  • 1120       C Corporations
  • 1120 S    S Corporations
  • 1041 Trust Returns
  • Estimated tax returns
  • Tax Management Services
  • Tax planning
  • IRS Representation
  • International Taxation
  • Entity Selection and Risk Management


Accounting & Financial Services provides a wide range of services to Individuals and Businesses in a variety of Industries. At Accounting & Financial Services, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever changing financial and regulatory environment.. We partner with experts in a number of fields, or will work with your own Advisors, in areas that require specialized knowledge. The following includes the topis covered:



Your Tax and Financial Partner


  • Interim CFO services
  • Accounting Services - Provided under the authority of Section 5052 of the California Accountancy Act for which a State license is not required.

  • Litigation support and Forensic Accounting
  • Cash Flow and Budgeting Analysis
  • Bookkeeping & write up assistance
  • Payroll recommendation
  • Debt & Finance recommendation
  • Employee benefits, Pension, and profit sharing plan recommendation.
  • Estate and Trust Planning