meetingOur firm offers a wide range of services to our individual and business clients. Below is a list of the accounting and tax services that we offer to our clients.

This is a general list and is not all-inclusive of the services we provide so please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

  • Preparation of Compiled Financial Statements
  • Preparation¬†of Financial Statements
  • Bank Reconciliations and monthly review of general ledgers
  • Monthly Bookkeeping in Quickbooks
  • Preparation of Corporate Income Tax Returns
  • Preparation of Partnership Income Tax Return
  • Preparation of Individual Income Tax Returns
  • Preparation of Trust Income Tax Returns
  • Preparation of Gift and Estate tax returns
  • Preparation of Payroll Tax Returns
  • Preparation of Sales Tax Returns
  • Preparation of Property Tax Returns
  • IRS and State Audit Representation
  • Tax planning
  • Advice on all recent Tax Reform Changes


  • Business entity selection
  • Business Start Up Services
  • Consultation with business owners regarding business decisions, including the tax and accounting impact of such decisions.
  • Financial business plans


Contact Us

2151 Michelson Drive, Suite 295
Irvine, CA 92612

Phone: 949.574.9562
Fax: 949.574.0173

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We look forward to assisting you. We deliver personalized service with creativity and experience. Call us Today!