Eight ways we help Contra Costa County thrive.

Reliable books are the foundation of every good business decision. Our accounting and bookkeeping team keeps your financial records accurate, current, and audit-ready. You always know where your business stands and never scramble at tax time.

• • Monthly, quarterly, or annual bookkeeping in QuickBooks
• • Bank, credit-card, loan, and merchant-account reconciliations
• • Accounts payable and accounts receivable tracking

Payroll mistakes are costly — penalties from the IRS, EDD, and FTB can pile up fast. We run accurate payroll on your schedule, file every required tax return, and handle year-end W-2s and 1099s so you can focus on your team, not tax deadlines.

• • Weekly, bi-weekly, semi-monthly, or monthly payroll processing
• • Federal, state (EDD), and local payroll-tax deposits and filings
• • Direct deposit

Your entity choice affects your tax bill more than almost any other decision you'll make. Whether LLC, S-corp, C-corp, or sole proprietorship — we help you pick the right structure, set it up correctly, and keep it in compliance.

• • Entity selection consultation (LLC vs S-corp vs C-corp vs sole proprietorship)
• • California Secretary of State filings
• • EIN application and IRS entity elections (Form 2553, Form 8832)

Implementing tax strategies derived from tax planning meetings achieves the best tax preparation. Our approach combines careful, accurate return preparation with year-round planning, so we're looking for savings before the year closes, not after it's too late.

• • Federal and California individual returns (Form 1040 / 540)
• • S-corp (1120-S), C-corp (1120), Partnership (1065), and LLC returns
• • Multi-state returns for remote workers and rental owners

That envelope from the IRS or California FTB doesn't have to ruin your week. We read every notice, translate what it actually means, and respond in writing on your behalf, often resolving the issue in a single response.

• • Full review of the notice and your original return
• • IRS transcript retrieval & analysis
• • Written response with supporting documentation

An audit is stressful, but it's also negotiable. As authorized representatives, we handle every conversation with the auditor so you can keep running your life and your business while we defend the return.

• • Power of Attorney - so we speak with the auditor, not you
• • Full return and transcript review before the first meeting
• • Preparation and organization of every document requested

Great financial planning starts with a clear tax picture. Because we already know your numbers, we can build a plan that protects what you've earned, continues compounding your investments, and coordinates with your tax strategy year after year.

• • Personal and business cash-flow planning
• • Investment strategy review (in coordination with your investment advisor)
• • Risk-management review: insurance gaps, umbrella coverage, entity liability

Retirement and estate planning aren't just for people nearing 65. The moves you make in your 30s, 40s, and 50s often matter more. We help you build a tax-efficient retirement strategy and coordinate the estate documents that keep it all working for the next generation.

• • Retirement-account strategy: 401(k), IRA, Roth, SEP, Solo 401(k)
• • Business-owner retirement plans (SEP, SIMPLE, Cash Balance)
• • Roth-conversion analysis and multi-year projections