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Tax Services

The Services We Offer. The Accuracy We Provide.

We know how stressful tax time can be, and we want nothing more than to give you the confidence that your taxes are one less thing you have to worry about. Whether you own your own business or simply just don't have enough hours in the day, we are your tax preparation headquarters. Our tax preparation services are designed to make your job and life easier, and provide you with more time to focus on building your business or doing the things you enjoy the most. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives.

Tax Services

  • Individual and Self-Employed Tax Preparation
  • All Business Tax Preparation - LLC, Corporations, Partnerships, etc.
  • Estate and Trust Tax Preparation
  • Foreign Financial Reporting
  • Strategic Tax Consulting
  • Payroll Tax Calculations and Reporting

Tax Saving Ideas

We all want to know what we can do in order to save money on taxes. Please see below some of the strategies we employ in order to help you keep your hard-earned money!

  • Cost-benefit analysis of incorporating
  • How S-Corporations can save you $10,000 or more per year in taxes
  • How to use LLCs as estate planning tools
  • How to use Family LTD Partnerships to shift income to lower tax brackets
  • How to take advantage of the multitude of tax credits available
  • How to avoid the 3.8% Medicare surtax
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Bookkeeping

It All Adds Up - Bookkeeping

We offer the following services to help do-it-yourself business owners manage their day-to-day operations using accounting software packages like QuickBooks and Sage 50. Over the years, many Modesto businesses have contacted us to help them get started with QuickBooks or Sage 50, empowering them to manage their bookkeeping and control their cash flow, while enabling them to work with a Modesto CPA firm in an advisory capacity.

Accounting software programs like QuickBooks and Sage 50 are ideally suited for small business owners. These programs simplify the bookkeeping process for you. However, no accounting package can be operated properly without a sufficient understanding of its features and functionality. It is a must to complete the setup and installation properly. That’s why we work with many of our clients to train and assist them, and provide immediate answers for troubleshooting. We offer a FREE initial consultation for business owners. Call our office today regarding our accounting and tax services.

Payroll

We know the payroll tax laws and know what needs to be done to make sure you are compliant. We offer the following services:

  • Payroll Check Processing
  • Payroll Tax Calculations
  • Payroll Tax Deposit Processing/Submittal
  • Quarterly and Annual Payroll Reporting
  • Certified Payroll Reports
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Reviewed Financials

Our Strength, Your Numbers

Whether you need a reviewed financial statement for a bonding company or bank, or a compiled financial statement just so you know exactly where you stand financially, we have the knowledge, expertise, and experience to deliver exactly what you need. We are your financial statement headquarters!

Accounting and Financial Services

  • Audited, Reviewed, and Compiled Financial Statements
  • Accounting and Bookkeeping
  • Incorporation and Business Entity Formation
  • Accounting Software Assistance — QuickBooks Certified Pro Advisor — Sage 50 Set Up and Support
  • Financial Statement Preparation
  • Payroll Budgets and Financial Projections
  • Business Plan Development​
  • Succession Planning

To better meet the needs of our accounting clients throughout Northern California, we also have customized services for small businesses in industries like construction, financial services, individuals, professional services, and other service businesses. These individualized services have enabled us to address your industry-specific challenges, compliance needs, and industry-standard tax practices.

QuickBooks

Coming Soon

Specialties

No matter how big or small your business is, there is always something new to learn and problems to overcome. That's why we are here. With our assistance, knowledge, and experience in the industry, we can help build your business on your road to success.

We Specialize In:

  • Construction
  • Healthcare
  • Estates and Trusts
  • Real Estate
  • Restaurants
  • Retail
  • ​Agriculture
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