We are employed by
- Businesses and Non-Profits
- Trusts and Estates
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.
760 Piezzi Road, Santa Rosa, California 95401
Phone 707 575-8228 Fax 707 575-4809