Four outcomes, rather than a catalogue of tasks.

Stay Accurate and Compliant

Tax preparation, accounting, reporting, and related compliance work, prepared carefully and filed on time.

• —Federal and California tax return preparation for businesses and individuals
• —Periodic accounting and financial statement preparation
• —Compliance filings the firm confirms it supports

Requires Michael's confirmation before publication. Items the firm does not offer should be removed, and any service it does offer that is missing should be added.

Plan Before the Deadline

Planning and decision support provided before a transaction closes or a year ends, while the outcome can still be influenced.

• —Year-end review of the current tax position
• —Estimated tax and cash-flow timing considerations
• —Discussion of the tax consequences of a pending decision

Requires Michael's confirmation before publication. Items the firm does not offer should be removed, and any service it does offer that is missing should be added.

Understand Business Performance

Accounting information organized so an owner can interpret what is actually happening inside the business.

• —Financial reporting an owner can read without translation
• —Reconciled records that support decisions, not only filings
• —Review of how results compare with expectations

Requires Michael's confirmation before publication. Items the firm does not offer should be removed, and any service it does offer that is missing should be added.

Navigate Important Transitions

Support through the events that change the shape of a financial picture.

• —Entity formation, restructuring, and ownership changes
• —Investment, property, and major purchase considerations
• —Retirement, succession, and sale-related tax questions

Requires Michael's confirmation before publication. Items the firm does not offer should be removed, and any service it does offer that is missing should be added.