We are committed to providing a wide range of services.
MANAGEMENT CONSULTING
Business & Non-Profit Formation
Entity selection and incorporation, permits and licenses, operating agreements and bylaws, and tax-exempt status applications and compliance for non-profit organizations.
Bookkeeping & Financial Statements
Monthly bookkeeping, QuickBooks setup and clean-up, and timely income statements and balance sheets you can rely on for tax planning, lending and management decisions.
Payroll & HR Services
Full-service multi-state payroll, payroll tax deposits and filings, new-hire reporting, and HR compliance support, so your payroll taxes are always in order.
Fractional CFO & Business Consulting
Part-time CFO services, budgeting, cash-flow forecasting and strategic advice for owner-managed businesses that need senior financial leadership without a full-time hire.
TAX
From annual compliance to multi-state planning, our tax team keeps businesses and individuals compliant while minimizing what they owe. We work with you throughout the year, not just at filing time.
Business & Individual Tax Returns
Preparation and filing of corporation, partnership, LLC, non-profit and individual returns, with proactive planning before year-end.
Multi-State Tax & Nexus
Nexus analysis, registrations and ongoing filings for income, sales and payroll taxes as your business grows beyond California.
IRS & State Audit Representation
Representation before the IRS, FTB, CDTFA and EDD for notices, audits, appeals and payment arrangements.
Estate, Gift & Retirement Planning
Wealth transfer strategies and retirement plan design to protect what you have built and pass it on efficiently.
Cost Segregation
Accelerated depreciation studies on commercial and rental property to improve cash flow.
FINANCIAL ADVISORY
Specialized advisory for transactions, cross-border operations and complex valuation needs of privately held businesses.
Business Valuation
Valuations for the purchase or sale of a business, shareholder transactions, gift and estate reporting, and litigation support.
Due Diligence
Financial and tax due diligence for buyers and sellers, identifying risks and quality-of-earnings issues before you commit.
Transfer Pricing
Planning and documentation for intercompany transactions between US entities and overseas affiliates to meet IRS requirements.
Advance Pricing Agreements (APA)
Support in preparing, filing and negotiating APAs with tax authorities to secure certainty on cross-border pricing.