Business Consulting

We gauge our value by the personal and business successes you experience.

With the goal to help you succeed, our consulting team takes a proactive approach and will work with you to identify areas that are negatively affecting your profitability. The result will be a plan that is practical and achievable.

You can use us as an advisory board or just a sounding board. Either way, we will address the issues that you know you should tackle and identify areas you may not have considered. Our business consulting services include:

  • Business Tax Return Preparation (Sales & Use/Business Property)
  • Nonprofit Tax Returns
  • Individual Tax Returns
  • Tax Representation (IRS, Franchise Board, and State Board of Equalization)
  • Estate Gift Planning
  • Bookkeeping/Write-ups (Monthly/Quarterly/Annually)
  • Accounting Software Selection & Implementation
  • QuickBooks (setup & training)