I try to establish a personal relationship with my clients. The more I know about may clients, his or her business, and family situation, the more I become not just a Tax Preparer, but a Financial Advisor. I owned a successful business, employing up to 40 people, for over 20 years. So I can help my clients who are just starting out or ones who need mid career corrections. When it comes to Business Preparation I am knowledgeable on the various accounting programs that you might use-Quicbooks, Xero, or Wave. I can also prepare business tax returns from clients who perform their accounting on Excel spreadsheets or Google documents. I attend many...

Formally established in 1987, BANCOR FINANCIAL SERVICES is the culmination of over 35 years of real life practice in providing outsourced CFO work and accounting service to small and medium size businesses. With its corporate offices in Pasadena, BANCOR FINANCIAL SERVICES alleviates the burden most small businesses owners feel by freeing them of the need to handle their accounting in house.

We are a family accounting firm specializing in all areas of accounting, tax, business management, financial organzation and tax planning. We love our customers! Many have been clients of our office for over 30 years! We know their families and are with them every step of the way from college planning and graduation, to helping them buy a new home, to planning for kids college!! Personal relationships is what we are known for!!

Personalized service. Initial consultation free with review of last year's returns. Specializing in performing and visual artists, educators, small businesses, non-profits, and gig economy workers (Uber, AirBnb, Lyft, food delivery).

Consistent, honest, done right Helping people

I know how stressful taxes and accounting can be. My job is to relief that stress and help my clients concentrate on what they do best. Working with people.

Excellent Service