Greetings,
As a California and Texas CPA, I graduated from California State University, Fullerton with a master's degree in accounting.
Over the past seven years, I have gained experience working in local CPA firms. In 2015, I established my own firm, where I currently work with five staff accountants.
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2 customer reviews
John
Their bookkeeping services ensure that my financial records, including income and expenses, are accurate. I highly recommend them.
James
Their services are very professional and they finished my three years' back taxes in a month, and I got a larger refund than I thought I would. I am very pleased with their work
What kind of accounting services do you provide?
We provide Quick Books Set-up, Monthly Bookkeeping, Software Training, and Year-end Bookkeeping Clean-up, Tax Services, and Tax Relief and Resolution. We also provide Tax services for individual, C and S corporation, and LLC.
Why is it so important for businesses to hire a great accountant?
An accountant can support your business by quickly and easily identifying potential deductions throughout the year. They can definitely advise you on how to make decisions that will be strategic for your year-end deductions.
What do you love most about your job?
As a bookkeeper, there is something truly satisfying about meticulously organizing financial records and ensuring that everything adds up perfectly. It's like solving a complex puzzle where every piece fits together seamlessly to paint a clear picture of the company's financial health.
And when it comes to taxes, there is a sense of accomplishment in navigating the ever-changing landscape of tax laws and regulations to help clients maximize their deductions and minimize their liabilities. It's like being a detective, uncovering hidden opportunities for savings and ensuring compliance with all applicable laws.
In both bookkeeping and taxes, there is an inherent satisfaction in knowing that your work directly contributes to the success and growth of businesses. Whether you're crunching numbers or strategizing tax planning strategies, each task brings its own unique challenges and rewards. Bookkeeping may not always be glamorous, but for those who love diving into details and making sense of complexity, it can be an incredibly fulfilling career path.
What inspired you to start your own business?
Tax bookkeeping accounting has always been a passion of mine. As I delved deeper into the world of numbers and financial management, I found myself drawn to the intricacies of tax laws and regulations. The idea of helping individuals and businesses navigate through complex tax issues sparked something within me - a desire to utilize my skills and knowledge to make a tangible impact in people's lives. It was this drive that ultimately inspired me to start my own business. I wanted to create a platform where clients could receive personalized, expert advice on all their tax-related concerns, knowing that they were in capable hands. The thought of being able to provide peace of mind and financial security for others fueled my entrepreneurial spirit, pushing me towards taking that leap of faith into entrepreneurship. And so, with determination and dedication, I embarked on this journey to establish my own tax bookkeeping accounting firm - turning my passion into purposeful action.
Why should our clients choose you?
Our clients should choose us for all their tax, bookkeeping, and accounting needs because we bring a unique blend of expertise, dedication, and personalized service to every client relationship. With years of experience in the industry, our team is well-versed in navigating complex tax regulations and ensuring compliance with ever-changing laws. We go beyond simply crunching numbers; we take the time to understand our clients' specific financial goals and tailor our services to meet their individual needs. Our commitment to accuracy and attention to detail set us apart from the competition, giving our clients peace of mind knowing that their finances are in capable hands. Trust us to handle your tax bookkeeping accounting needs with professionalism and care.
Can you provide your services online or remotely? If so, please add details.
Yes, I am pleased to offer tax bookkeeping accounting services online or remotely. With the convenience of technology, I can provide virtual assistance to clients all over the world. Whether you are a small business owner or an individual in need of financial guidance, I am here to help. My remote services include organizing and maintaining your financial records, preparing tax documents accurately and efficiently, and offering personalized advice on how to maximize deductions and minimize liabilities. Rest assured that even though we may not meet face-to-face, my commitment to excellence and professionalism remains unwavering. Contact me today for seamless and reliable tax bookkeeping accounting support from anywhere you are located.
What changes have you made to keep your customers safe from Covid-19?
Our business was growing during the pandemic and we were able to hire more staff and purchased more online technology for our work.
Tax and Bookkeeping Services
1. Who is the client?
-Painting Company
What are the services we provide?
-Monthly Bookkeeping Services, Prepare, and File 1099
How often and what did we provide to the customer as a result of the service?
- Keeping track of the customer's income and expenses was part of our monthly bookkeeping services. Our customers can avoid penalties or fines by filing Form 1099, which is highly comprehensive and tailored to their specific needs.
How long have we provided service to the client?
-We have provided service to the client for 5 years.
2. Who is the client?
-Law Firm
What are the services we provide?
-Monthly Bookkeeping Services, Prepare, and File 1099
How often and what did we provide to the customer as a result of the service?
- In order to keep track of the customer's financial records, we provided monthly bookkeeping services. They will avoid penalties or fines by filing Form 1099, which is extremely comprehensive and tailored to our customers' specific needs.
How long have we provided service to the client?
-We have provided service to the client for 4 years.
3. Who is the client?
- Property Management Company
What are the services we provide?
-Monthly Bookkeeping Services, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- Our comprehensive and tailored services involve monthly bookkeeping to track financial records, including income and expenses. This entails recording transactions in their accounting software, reconciling bank statements, and generating financial reports. By timely filing their tax return, we ensure compliance with tax regulations and prevent potential fines or penalties.
How long have we provided service to the client?
-We have provided service to the client for 7 years.
4. Who is the client?
- Beauty Salon
What are the services we provide?
-Monthly Bookkeeping Services, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- Our monthly bookkeeping services ensure that our customers' financial records, including income and expenses, are accurately maintained. This encompasses tasks such as recording transactions in their accounting software, reconciling bank statements, and generating financial reports. Keeping up with tax regulations is crucial and filing their tax return on time is an important step towards compliance to avoid potential penalties or fines. Our comprehensive and tailored services are provided regularly on a weekly or monthly basis to meet the unique needs of each customer.
How long have we provided service to the client?
-We have provided service to the client for 5 years.
5. Who is the client?
- Secretarial Services
What are the services we provide?
-Monthly Bookkeeping Services, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- Our services aid in monitoring the customer's financial records on a monthly basis, encompassing all aspects of income and expenses. We utilize their accounting software to record transactions, reconcile bank statements, and generate financial reports. Our timely assistance with tax filing deadlines guarantees compliance with regulations and minimizes the risk of penalties or fines. Our focus is on tailoring solutions to meet the specific requirements of each client, with regular sessions scheduled either weekly or monthly.
How long have we provided service to the client?
-We have provided service to the client for 6 years.
6. Who is the client?
-Commerce Management Company
What are the services we provide?
-Bookkeeping Clean-up, Prepare, and File 1099, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- For accurate financial, including income and expenses, we provided bookkeeping clean-up. In order to avoid potential penalties or fines, they must file Form 1099 and tax return on time. The services we provide are highly comprehensive and are tailored to the specific needs of our customers. We specialize in providing personalized solutions to meet the individual needs of our clients, regularly scheduled at either a weekly or monthly frequency.
How long have we provided service to the client?
-We have provided service to the client for 8 years.
7. Who is the client?
-Restaurant
What are the services we provide?
- Monthly Bookkeeping Services
How often and what did we provide to the customer as a result of the service?
- Our monthly bookkeeping services included recording transactions in their accounting software, reconciling bank statements, and generating financial reports for the customer. We specialize in providing personalized solutions to meet the individual needs of our clients, regularly scheduled at either a weekly or monthly frequency.
How long have we provided service to the client?
-We have provided service to the client for 5 years.
8. Who is the client?
-Selling and Servicing ATM Machine
What are the services we provide?
- File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- By filing their tax returns on time, they can stay compliant with tax regulations and avoid potential fines. Our services are highly comprehensive and tailored to the specific needs of our customers
How long have we provided service to the client?
-We have provided service to the client for 5 years.
9. Who is the client?
- Property Management Company
What are the services we provide?
-Bookkeeping Clean-up, Prepare, and File 1099, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- In order to ensure accurate financials, including income and expenses, we provided bookkeeping cleanup. We offer highly comprehensive services tailored to the specific needs of our customers. By filing Form 1099 and tax return on time, they will be compliant with tax regulations and avoid potential penalties and fines. We specialize in providing personalized solutions to meet the individual needs of our clients, regularly scheduled at either a weekly or monthly frequency.
How long have we provided service to the client?
-We have provided service to the client for 10 years.
10. Who is the client?
- E-commerce
What are the services we provide?
-Bookkeeping Services, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
-As a result of our bookkeeping services, we ensured accurate financial records, including income and expenses. By filing their tax returns on time, they will remain compliant with tax regulations and avoid penalties or fines. Our services are comprehensive and tailored to meet the specific needs of our customers. We specialize in providing personalized solutions to meet the individual needs of our clients, regularly scheduled at either a weekly or monthly frequency.
How long have we provided service to the client?
-We have provided service to the client for 7 years.
11. Who is the client?
- Transportation Services
What are the services we provide?
-Bookkeeping Services, FTB POA Service, Accompanying Clients to IRS
How often and what did we provide to the customer as a result of the service?
-Our bookkeeping services are comprehensive and tailored to the specific needs of each client. We provide these services on a regular basis, typically on a weekly or monthly basis.
How long have we provided service to the client?
-We have provided service to the client for 6 years.
12. Who is the client?
- Commerce Management Company
What are the services we provide?
-Bookkeeping Clean-up, Prepare, and File 1099, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
-During our bookkeeping clean-up, we ensured accurate financials, including income and expenses. Our services are highly comprehensive and tailor-made to meet the specific needs of our customers. Our customers can avoid potential penalties or fines by filing Form 1099 and tax return on time.
How long have we provided service to the client?
-We have provided service to the client for 8 years.
13. Who is the client?
- Garage Services
What are the services we provide?
-Bookkeeping Services, File Tax Return, FTB POA Service
How often and what did we provide to the customer as a result of the service?
-Providing accurate financial records, including income and expenses, was part of our bookkeeping services. By filing their tax return on time, they will remain compliant with tax regulations and avoid penalties or fines. Our services are comprehensive and tailored to meet the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 5 years.
14. Who is the client?
- Property Management Company
What are the services we provide?
Bookkeeping Services, Prepare, and File 1099, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- To ensure accurate financial reporting, including income and expenses, we provided bookkeeping services. By filing Form 1099s and tax returns on time, they will remain compliant with tax regulations and avoid fines and penalties. Our services are highly comprehensive and customized to meet the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 7 years.
15. Who is the client?
- Nursery Services
What are the services we provide?
-Bookkeeping Services, File Tax Return
How often and what did we provide to the customer as a result of the service?
- To ensure that financial records, including income and expenses, were accurate, we provided bookkeeping services. In order to stay compliant with tax regulations and avoid potential penalties or fines, our services are highly comprehensive and tailored to the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 5 years.
16. Who is the client?
- Fire Protection Services
What are the services we provide?
-Bookkeeping Services
How often and what did we provide to the customer as a result of the service?
- In order to ensure accurate financial information, such as income and expenses, we provide bookkeeping services on a regular basis, typically on a weekly or monthly basis.
How long have we provided service to the client?
-We have provided service to the client for 7 years.
17. Who is the client?
- Photography Services
What are the services we provide?
-Bookkeeping Services, Prepare, and File 1099, File Yearly Tax Return
How often and what did we provide to the customer as a result of the service?
- Our bookkeeping services ensure that income and expenses are accurate, they comply with tax regulations, and they avoid potential penalties and fines by filing Form 1099 and tax returns on time. On a regular basis, we provide these services, usually on a weekly or monthly basis. Our services are highly comprehensive and tailored to meet the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 7 years.
18. Who is the client?
- Domestic Profit Corporation
What are the services we provide?
- Bookkeeping Service, File Tax Return
How often and what did we provide to the customer as a result of the service?
- As a result of our bookkeeping services, we were able to ensure accurate financial statements, including income and expenses. Filing their tax return on time will ensure compliance with tax regulations and avoid potential penalties. Our services are highly comprehensive and tailored to the specific needs of our customers. We provide them on a regular basis, usually once a week or once a month.
How long have we provided service to the client?
-We have provided service to the client for 6 years.
20. Who is the client?
- Commerce Management Company
What are the services we provide?
-Bookkeeping Services, Prepare, and File 1099
How often and what did we provide to the customer as a result of the service?
- Providing bookkeeping services ensures accurate financial data, including income and expenses. By filing their Form 1099 on time, they will be able to stay compliant with tax regulations and avoid penalties or fines. The services we provide are comprehensive and tailored to meet the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 8 years.
21. Who is the client?
- Due Diligence Investigation Services
What are the services we provide?
- Bookkeeping Services, Prepare, and File 1099, File Tax Return
How often and what did we provide to the customer as a result of the service?
- To ensure accurate financials, including income and expenses, we provided bookkeeping services. Staying compliant with tax regulations and avoiding fines or penalties can be achieved by filing their tax return and Form 1099 on time. We provide these services on a regular basis, typically on a weekly or monthly basis. Our services are highly comprehensive and tailored to meet the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 6 years.
22. Who is the client?
- Consulting Services
What are the services we provide?
- Bookkeeping Services, FTB POA Service, File Tax Return, File Tax Extension
How often and what did we provide to the customer as a result of the service?
- Our bookkeeping services ensure accurate financial, including income and expenses Filing their tax return on time will help them stay compliant with tax regulations and avoid possible penalties and fines. We provide our customers with comprehensive and tailored services on a regular basis, usually on a weekly or monthly basis.
How long have we provided service to the client?
-We have provided service to the client for 7 years.
23. Who is the client?
- Domestic Profit Corporation
What are the services we provide?
- Bookkeeping Service, File Tax Return
How often and what did we provide to the customer as a result of the service?
- To ensure accurate financial statements, including income and expenses, we provided bookkeeping services. Filing their tax returns on time will help them stay in compliance with tax regulations and avoid penalties. Our services are highly comprehensive and tailored to the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 5 years.
24. Who is the client?
-Commercial Painting Services
What are the services we provide?
-Bookkeeping Services, Prepare, and File 1099, File Yearly Tax Return, File Tax Return Extension
How often and what did we provide to the customer as a result of the service?
- Our bookkeeping services ensured accurate financial information, including income and expenses. By filing their Form 1099 and tax return on time, they can avoid penalties and fines and stay compliant with tax regulations. These services are highly comprehensive and tailored to the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 9 years.
25. Who is the client?
- Transportation Services
What are the services we provide?
- File Yearly Tax Return, File Tax Extension.
How often and what did we provide to the customer as a result of the service?
- By filing their tax return on time, they will avoid penalties and fines and remain compliant with tax regulations. The services we provide are comprehensive and tailored to the specific needs of our customers.
How long have we provided service to the client?
-We have provided service to the client for 6 years.
