A high-quality full-service accounting and tax firm with the expertise of a large accountancy organization, but with the personal attention and service you want.
SERVICES
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Our clients can take full advantage of us as a one-stop shop to handle all your personal and business tax and accounting needs. In addition to personal income tax preparation and planning services, we also provide a full range of services for businesses.
Recent News
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FinCEN Beneficial Ownership Information Report (BOIR)
In an effort to prevent fraud and financial crimes, a new CTA law requires most business entities to file a BOI "Initial Report" with the US government. This filing is currently voluntary due to a federal court order; however, you should visit the BOIR website for further updates or to file the report. (Updated as of 1.3.25)
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California Retirement Savings Requirement
Employers with 5 or more employees must provide a workplace retirement plan. Employers must register for a retirement program; however, your employees may choose to opt-out if they don't wish to participate. Employers may provide a plan through a private institution (e.g., bank, payroll company, etc.) or through CalSavers. CalSavers is a Roth IRA program with no employer fees or fiduciary responsibility. Employers register for CalSavers and providing basic employee information. Then, each employee will receive an invitation and be responsible to opt-out within 30 days or choose a plan.
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California Healthcare Mandate - AVOID PENALTIES!
California residents must either (1) have qualifying health insurance coverage, (2) qualify for/obtain an exemption, or (3) pay a penalty when they file their CA state tax return
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Sexual Harassment Training Requirement - All employees of CA employers with 5 or more employees must have the training complete by January 1, 2021. Training must be renewed every 2 years.​