Offers online services
About
We are a full service CPA firm providing accounting, payroll and tax preparation services. We work with many start-ups, small businesses to help them with their accounting and tax needs. We also provide CFO services. We have a team of CPAs and Wealth Management professionals to service our clients.
Highlights
5 employees
19 years in business
Serves San Jose , CA
Offers online services
Reviews
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LP
Lalitha P.
They were very prompt in their response and produced quality work
January 30, 2019
Frequently asked questions
What is your typical process for working with a new customer?
We will meet with the prospective client to understand their needs and we will generate a proposal for the client with the fees. Once the prospective client agrees to our proposal, we will have the Engagement letter signed and get the client on-boarded/.
What education and/or training do you have that relates to your work?
CPA, Securities Licensed, Insurance Licensed
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning