Yorba Linda
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What kind of accounting services do you provide?
We do all accounting services from adjusting entries to finalizing trial balances. We do unaudited and financial Statements without attestations. We do Reconciliations of bank and Credit card Statements and accounts. We will work on Budgets for small businesses. We also do financial reviews and Cost Accounting.
We do all tax returns except some of the excise ones for airplanes. We have limited knowledge of the Highway use taxes and we have stayed away from International taxes. We could work with chartered accountants in other countries, who know their tax codes better than we do. We are very good at LLC, LP, partnerships, Corporations, including pass through Sub S entities.
We are experts on real estate and have a very good knowledge of the difference in investors Vs traders and have several Market makers as clients.
We specialize in the difficult and challenging tax situations, we charge from $350.00 pr hour on up. You want Great, or you want ordinary. We are Great!
Why is it so important for businesses to hire a great accountant?
You get what you cant buy! A great accountant, has seen more crazy stuff, and has seen and created some of the positive positions that come from crazy.
Ordinary does not have the ability to see more than what is in front of them, great dream and think of all of the outcomes, and then coordinate with other smart colleagues, to find the BEST Solution. It may take time, BUT The Great Accountants Work to find that solution. They charge more, BUT YOU and Your Company get better results that are more than you paid.
What do you love most about your job?
I love all of the terrific generous people who want to change the world. Make the world better for their children and families. I had a client give me a picture of NY Battery park from the tippy top of the New World Trade center. You don't get that from any other job. I was in NY on Sept 11, 2001! Many ordinary clients of mine did extra ordinary work that day. A client who was a dentist, had the Federal Government take over her office to use dental xrays to identify people who lost their lives there. Policemen, who could not call home, who worked 48 hours directing traffic. Cooks who cooked for the firemen who were looking for survivors. My job has allowed me to see the world better and to appreciate all of you who work and who try to start your own companies.
Can you provide your services online or remotely? If so, please add details.
yes. see below. we also are able to use remote Quickbooks and and the GoTomypc aplication.
What changes have you made to keep your customers safe from Covid-19?
I do more Zoom meetings. I use the priority mail more. I use a lot of Lysol to try to keep the office as clean as possible.
I also use my secure client portal for information.
