We are employed by

  • Businesses and Non-Profits
  • Trusts and Estates
  • Individuals

By Businesses and Non-Profits, for

  • Tax returns. We prepare income tax and information returns for corporations, partnerships, limited liability companies, and exempt organizations.
  • Bookkeeping. We prepare financial statements, maintain financial records, and set up accounting systems. We can keep your cash accounts in sync with the bank.
  • Payroll. We prepare payroll, maintain necessary payroll records, determine tax payment requirements, prepare quarterly and annual tax returns, or whatever portion of the job the you need us to do.
  • Other Tax Returns. We prepare 1099 forms, sales tax returns, business property statements, welfare exemption claims, and employee benefit plan reporting forms.
  • Other Reporting. We prepare a variety of other reports that are required of various types of entities, including Medicare and Medi-Cal cost reports, Medi-Cal Administrative Activities invoices, and BCRR reports.

By Trusts and Estates, for

  • Fiduciary income tax returns.
  • Estate and gift tax returns.
  • Fiduciary accountings.

By Individuals, for

  • Tax return preparation. We routinely prepare returns for residents of many other states.   
  • Income and estate tax planning.
  • Representation before the Internal Revenue Service and California Franchise Tax Board.


Individuals, estates, and trusts        Businesses        Non-Profits

760 Piezzi Road, Santa Rosa, California 95401
Phone 707 575-8228 Fax 707 575-4809