About
By providing professional, courteous and personalized services for individuals and business entities at a reasonable and flexible cost .
Having over 25 years of expertise in accounting,taxation and legal assistance services. Specializing in personal and small business taxation. Minority ,multi-cultural and women proprietors/partners /corporate shareholders are highly encouraged to utilize our services because of the demographic diversity within the organization and the need for our primary customer base to become more informed and benefit from the organization's desire to help and assist those that are less informed and resourced on current accounting, tax, legal assistance self-help services,international, immigration and environmental concerns. California and Nevada are geographically our epicenter for our client and customer base. We are seeking to expand nationally in the future.
Our organization was formed and created by a former federal and state tax agency agent licensed in the state of California. IRS AFSR qualified tax preparers. Collegeiate degree/s in Business Administration , Administration of Justice*and Political Science*. College certification/s in Taxation , Real Estate, Green Energy , Solar PV , SolarvThermal technology and Legal Assistance.
We are additionally staffed with personell with expertise in accounting, property management , customer/ client services and also offer life insurance , estate planning, and annuity/ retirement assistance.
We look forward to having you as a client and building a long-term professional relationship.
Helping and meeting my customers and clients needs and at the same time creating a lasting professional relationship that will endure into a long lasting reputable quality service.
Highlights
Payment methods
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Photos and videos
Reviews
Victoria D.
David
Nicholle
GG
Zambia C.
Frequently asked questions
What is your typical process for working with a new customer?
Client/ customer intake/ interview discussion.
What education and/or training do you have that relates to your work?
Certified in TAXATION, LEGAL ASSISTANCE, REAL ESTATE* CUSTOMER SERVICE, GREEN ENERGY and SOLAR PV & THERMAL TECHNOLOGY.
Degree in BUSINESS ADMINISTRATION, ADMINISTRATION of JUSTICE* and POLITICAL SCIENCE*.
FORMER IRS and state(CALIFORNIA) TAX AGENT.
OVER 25 YEARS expereience in accounting, taxation, legal assistance, self-help services and governmental administration.
Do you have a standard pricing system for your services? If so, please share the details here.
NO STANDARD PRICING. PRICES ARE CUSTOMIZED TO THE SERVICES PERFORMED AND/OR CUSTOMERS/CLIENT BUDGET and AFFORDABILITY.
How did you get started in this business?
Started in 1992. Prior employment with the state of California and with the federal government in the 1990's.
What types of customers have you worked with?
Personal, small business entities, minority owned organizations, Non-Profits and Corporations.
Describe a recent event you are fond of.
2019-present: Assisted an organization in IRC 501 (c)(3) matter to maintain their tax exempt status.
2014-2017:Assisting a customer in federal litigation obtain merited employment advancement.
2003-2005: Administrative Representation before CDSS for licensure suspension. Resolved by mitigating the suspension to a temporary restriction.
What advice would you give a customer looking to hire a pro in your area of expertise?
Length of experience and customer service skills.
What questions should customers think through before talking to pros about their needs?
Reasonable expectations ,outcome and solutions given by the pro.