My firm offers a range of services to my individual and business clients. My clients can expect personalized, quality service.  Below is a list of services I offer.  Please note that the list is not all inclusive.  Feel free to inquire about a service that is not listed.  If it is not a service I provide, I will gladly refer you to a qualified professional.

Accounting  Services:iStock_000008539653XSmall.jpg

A good accounting system is at the center of a successful company.  It takes information, processes it and returns essential feedback to management so that they can make the critical decisions necessary to an efficiently run business.  The accounting services offered include:

Financial statement preparation. Financial reporting is provided at two levels of assurance: Review - includes some analytical procedures conducted with limited assurance. Compilation - based upon client information provided and used primarily for internal use.

Bookkeeping services can be performed at my location or yours on a monthly, quarterly, or annual basis. This can be all-inclusive or limited to specific bookkeeping functions, such as monthly bank reconciliations.

Payroll processing and preparation of payroll tax returns

Business and information tax return preparation including Sales & Use Tax Returns, Form 1099 filing, and Business Property Statements

Accounting system set up for new businesses


Tax Services:

As the old saying goes, “There are two things in life that are certain…death and taxes!”  Neither of these is pleasant!  As your personal Certified Public Accountant, I strive to help make your life less taxing by taking a proactive, rather than reactive approach to tax services.  I am in a position to identify key tax planning opportunities that minimize both current and future tax liabilities by keeping current on new tax laws and legislations. We provide our individual clients with the taxation expertise and knowledge that they deserve throughout the year.

Tax services offered include but are not limited to:

  • Income Tax Return Preparation for:
  • Individuals
  • Corporations (including S Corporations)
  • Partnerships
  • LLCs/LLPs
  • Not-for-profit organizations
  • Estates, trusts & gift

rss-feed-the-var-guy.jpgView our calendar for important tax dates!


Tax planning. Assistance with identifying opportunities and developing strategies that take advantage of new tax laws and legislation for individuals and businesses.

IRS and other taxing authority representation. With several years of experience dealing with many taxing authorities, I have achieved a level of competence that can ensure my clients are being properly represented before the various federal and state tax agencies.

Tax projections for future years and calculation of proper employee withholding allowances (Form W-4) for your current or future circumstances.

Business entity selection. Choosing the form of entity of your business ("S" corporation, sole proprietor, Limited Liability Company, etc.) is a crucial decision that can have longstanding tax implications, positive or negative. I can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.




Internal Revenue Service
California Franchise Tax Board
California Secretary of State
Employment Development Department
California State Board of Equalization