
Services Provided:
Audits & Reviews:
Government-Subsidized Entities
Government Districts
Non-profit Organizations
Homeowners’ Associations
Private Schools
Managerial Accounting:
Preparation of Compiled and Reviewed
Financial Statements
Write-up work for tax preparation
Federal & State Tax Filings:
Individual Tax
Partnership Tax
Corporate Tax
Trust Tax
Estate Tax
Property Tax
Payroll Tax
Sales Tax
Non-profit Informational Return
Special Districts’ Controller’s Report
Campaign Statements
Election Commission Reports
Consulting:
Small Business Financial Management
Non-profit Financial Management
Tax Planning for:
• Small Businesses
• Individuals
• Estates
• Retirement
• College Funding
Memberships:
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
We have received “clean” opinions of our accounting and auditing work since 1991 when our first peer review was performed. All firms who audit or compile financial statements are required to pass a peer review every three years. The review includes examining our audit work papers to determine if proper audit procedures were followed. Download 2010 Peer Review (PDF)