Let Us Simplify your Complicated Tax and Accounting Needs.

Our firm has been located in beautiful Point Richmond on the San Francisco Bay for over 26 years. We are committed to satifying the needs of each client; we can work at your office, at our office or remotely. (please see Our Services) We are Quickbook Pro Advisors.

We provide every aspect of Business and Personal Bookkeeping, Tax Preparation and Tax Audit Representation. Our goal is to guide our clients through every step of their Business and Personal financial obligations. We accurately organize and report financial information into Financial Statements and Reports.

We analyze and prepare Federal and all State Tax Returns and a variety of Government Reports. We also provide Retirement Tax Planning and the services mentioned above to Non-Profit Organizations, Trusts and Estates, Corporations, Partnerships, LLC/LLP's and Charitable Remainder Trusts.

We do not use a cookie cutter approach to our business services; we provide knowledge and skills specific to each client's needs. We appropriately apply a financial business model, which is specifically created to save you money. We want to save you tax dollars, which is the grand finale and we also want to maintain your "books" in a cost effective manner so you're not paying US all of the money we are saving YOU!