For over 30 years we have provided strategic personalized tax planning and preparation services to small businesses and individuals. We prepare all types of tax returns including individuals, businesses, estates and trusts.
Frequently asked questions
What is your typical process for working with a new customer?
We normally meet in person or by telephone to discuss the client’s needs.
What education and/or training do you have that relates to your work?
B. S. In Accounting from Cal State Fullerton -1978
CPA license 10/03/80
Do you have a standard pricing system for your services? If so, please share the details here.
$350 per hour
How did you get started in this business?
Have been working in public accounting my entire adult life.
What types of customers have you worked with?
All types of businesses, individuals, estates and trusts. Also have a background in forensic accounting as an expert witness.
What advice would you give a customer looking to hire a pro in your area of expertise?
Try to be prepared with complete ocumentation to support your income and deductions.
What questions should customers think through before talking to pros about their needs?
Clients should consider the level of experience, credentials and expertise in making a hiring decision. One almost always gets what one pays for. So, going cheap in this area is foolish.