Services

Trust Accounting also referred to as fiduciary or court accounting is a very specialized service and requires extensive experience. The format has to meet certain standards.  It is strictly mandated by Uniform Principal and Income Act (UPIA). It demands a great level of detail. The format varies greatly from standard financial statement preparation. We ensure that the guidelines of the UPIA are met. Our firm has extensive experience in this area, and has been helping our clients for many years.

Our clients typically include conservators, fiduciary, trustees and  lawyers. Our work product are typically for probate, trusts, conservators, and guardians. Give us a try, we have extensive experience which results in you getting a quality product. We are small enough so you get competitive rate. We maintain an open communication channel so you are fully informed at all time.

Our office is in Murrieta-CA  but with present technology we serve our clients all over California and we are in process of expanding our Trust Accounting services to other states. Call us today for a confidential FREE initial consultation

Book-Keeping or Accounting services is a must-have services for any business. Properly maintained Books generate the Financial Reports for the business. These Reports include, among others, General Ledger, Check Register, Profit and Loss Statement and Balance Sheet.

These reports provide the insight of the state of health of the business. They tell how the business is doing. Also if there is an audit from a government agency these Financial Reports are requested by the government agents. These reports are needed to prepare tax returns and to obtain financing. 

Let us help you with this extremely necessary yet time-consuming responsibility. Let’s face it you are in a business;  not to do Book-Keeping; our business is Book-Keeping.  Click here for more information

Processing the payroll for your employees demands a lot of time from you.  You started a business because you have a great idea, service or product. The business picked up and now you need employees to help you. This brings additional responsibilities of processing the payroll checks, paying the payroll taxes and filing the payroll forms.

You don’t want the payroll company take money from your bank account, earn interest on your money, and pay taxes only when it is due – or worst close their business and run away.

You are looking for a simple solution to this problem. Something that is reasonably priced and gives you a peace of mind that the payroll is processed on time and it is accurate. We are that solution. We provide Payroll service that includes everything. No hidden fees, fine prints, early termination fee, selected services or forms to choose, or any confusion.

Let us handle your Payroll issues so you can do what you are best at-Run your Business. Click here for more information

 Tax preparation is one of the most complex and time-consuming task for most anyone specially for business owners.  As a business owner you are obligated to file City Tax, County Tax, Sales Tax, Payroll Tax, Income Tax ……. well you got the drift.

Preparing and filing these forms is one of the most error prone process. Each error costs a lot of your valuable time not to mention additional money to fix them.

We prepare tax returns for our clients. We prepare Corporate, Partnership, Limited Liability Company (LLC),S Corporation,Trust, Tax Exempt, Non Profit, Gift Tax and of course we also prepare Individual Tax Returns.  This is what we do for living. Let us handle your Tax Preparation nightmare. Click here for more information

 There are plenty of good reasons to incorporate or LLC your business. As more and more new businesses started to come into existence so did the  incorporation service providers. Some online – without any human interaction. Some offers a ridiculously low price ! until you actually start the online order. It is then you find out that you need to pick additional services and pay additional fees. Some online vendors just do one thing for a low fee. 

We believe that online services are excellent when one knows what he/she needs. They are also good for products. When it comes to service – like incorporation service, we beg to differ.

We believe that incorporating involves lots of issues financials, emotional, tax etc. A face-to-face or at least a phone meeting with a professional can help address many of these issues.  Many business owners, even though they are in business for many years, are not aware of intricate issues related to incorporation.

We help business owners to incorporate their business existing or start-up. We provide complete incorporation services. Which means you don’t have to  select which form or service you need. For a business owners it is difficult to know what is involved in creating a corporation-then how can he/she decide which services, documents or forms they need to “pick.” Picking a service you don’t need or not-picking a service you do need can cost you a bundle.  Click here for more information

Tax Audit: these words send chill down anyone’s spine.

Have you received letter from a government agency that your return is selected for Audit? Have you received Notice of Proposed Adjustment from FTB?  Determination of Audit Finding from IRS? Do you have the 90 day letter  which ask you to agree with IRS or got to the Tax Court? Do have Intent to file lien letter in your hands? You have a notice to garnish your wages?

We know the dreaded and the “butterflies in the stomach” feeling you are having. Many clients who walked in our office with one of these letters have the same reaction. We are assertive in representing our clients in front of IRS, FTB, EDD or B of E audits.  

We have first hand experience of how to handle them;  how?  well our President used to work for government. Click here for  more information

Compilation, Review or Audit are required services specially when you are looking to expand your business. At times you need to have your financial statements Compiled, Reviewed or Audited for bank or other purposes.

At times you need funding to expand your business or acquire some property the lending institutions like bank or SBA will request financial statements Compiled, Reviewed or Audited by a CPA.

We provide these services so that you can submit your Financials Statements to the lending agency with confidence. Click here for more information