Services
Tax
By utilizing our combined experience of over 40 years. we offer comprehensive tax services, including preparation, planning, and representation services. We have significant experience in the areas of individual, corporate, and gift and estate taxation.
PREPARATION
Our clients range in size from high net worth individuals to small-mid size business owners, and large corporations. We also work with foreign investors who invest in the United States to prepare non-resident individual tax returns.
PLANNING
We believe one of the most critical parts of the tax filing process in during the planning phase. We meet with our clients to understand their individual facts and circumstances, and to implement strategies which would minimize their overall tax burden. During the planning process we also discuss any planned or passed legislation which would impact their situation, and how best to approach them.
For new and existing business owners, the planning process also entails entity selection during which we consider things such as industry standards, liability considerations, double taxation, and financing options.
As business mature, we provide planning services for business acquisitions, dispositions, and expansion. We provide assistance to investors in real estate transactions such installment sales, 1031 exchanges, and preparing financial statements to secure financing.
REPRESENTATION
Should our clients request representation before Federal or State tax authorities, we provide assistance to a wide array of inquiries such as income, franchise, and estate tax.
For business owners we have represented them for matters such as property, payroll, sales and other tax issues which fall under State or Local taxation authorities.
Accounting and Financial Reporting
In conjunction with our tax services for business owners and investors, we offer accounting and financial reporting services. Particularly for business owners, this allows the multitude of functions typically performed by the accounting function of an organization (e.g. bookkeeping, payroll/payroll tax filings, sales tax/sales tax filings, etc) to be under one roof.
BOOKKEEPING
In addition to traditional bookkeeping services, our team works closely with business owners to leverage technology in a forward thinking manner which can increase efficiency and accuracy.
PAYROLL, SALES TAX, AND LOCAL COMPLIANCE
Our team works with businesses of all sizes in the following areas:
1) Payroll - Processing for employees, making the payroll tax payments, filing the payroll tax forms, and any subsequent audits for worker's compensation
2) Sales Tax - Calculating and paying sales tax liabilities, filing of sales tax returns, and any communications with State or local governments
3) Compliance - We work with businesses on compliance with local rules and regulations such as filing of 571-L Business Property Statement, San Francisco Payroll Tax, and any other compliance work which arise as the nature and complexity of our client's business continue to grow.
FINANCIAL REPORTING
We understand the as our client's businesses continue to grow and scale, financial reporting requirements are critical in assisting them to address questions such as expansion, financing options, investor relations, etc.
By leveraging our extensive experience we work with business owners and investors to efficiently create reliable financial information which can aide in identifying product, seasonal, and customer trends.
Everyone's situation is different, and through a meticulous interview and general conversations, we are able to hone in on what is important and tailor an approach suitable for your needs.
Consulting and Advisory
Our business is a firm believer in providing consulting and advisory services to clients as a way to grow and gain a competitive advantage in the market place.
Our team works with the distinct needs of entrepreneurs from the beginning when an idea is conceived, to writing and formulating a business plan, and forecasting when sales begin to grow.
GROWING AND MAINTAINING A COMPETITIVE ADVANTAGE
As our business owners grow, we work with them to scale the accounting aspect of their business. We listen to the needs of our business owners and have performed a variety of services including setting up and eliminating redundancies in their accounting systems and training their accounting staff to fully utilize any new systems. Additionally we have consulted on complex transactions, year-end adjustments and closing, and cost segregation studies.
By putting systems and policies and procedures in place, we add value to the business owners lives by allowing them to focus on growing their businesses. Should our clients later require funding this also assists them in securing funding as policies and procedures are in place to generate financial information about the business in a timely, reliable, and effective manner.