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Catering to the Needs of Small Businesses and Helping
Them to Manage for Profit and Growth.
We Provide
- Tax Services
- Investment
- Financial Planning
- Business Consulting
- Incorporation
We are committed to providing quality financial services
to our small business customers, to minimize their
personal and business taxes to the extent legally possible,
and to help them manage their business for profit and
growth.
Accounting Services
- Monthly/Quarterly Financial Statements
- Payroll Services
- Budgeting and Forecasting
- Break-even analysis and Cost Analysis
- Internal Control Audits (both financial and operational)
- Systems and Procedures Review
Tax Services
- Personal and Business Tax Return Preparation
- Tax Planning
- Tax Audit Representation
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Investment
Our Investment Advisors are California licensed. As independent advisors, not
being affiliated with any insurance company, bank, or investment company, we
provide impartial investment advice to our customers on a fee-based arrangement.
Financial Planning
A complete, thorough and independent planning is done on a fee-based compensation
for individuals and families.
In a comprehensive financial review we look at all
aspects of a customer’s
life as they relate to finances, such as adequacy of insurance (life, disability,
business, health, home, auto, etc.), retirement planning, business succession
planning, living trust, children’s college funding, investment diversification,
debt management, and other issues.
Business Consulting
- Business Planning
- Review of Business Buy and Sell Agreements
- Income Property Evaluation
- Business Mergers and Acquisitions
- SBA/Bank Loan Application Preparation
Incorporation
- Incorporation of Businesses in California
- Dissolution of California Corporations
For More information or a courtesy consultation, please call 818.512.5228 or
send email |
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