Our business exists largely because of government demands upon individuals and businesses. We offer services to ease those burdens.

We help you keep score. We provide you with regular financial statements for your organization. We help you understand what the statements mean. We can help you keep an accurate cash account balance and keep track of your assets and liabilities. This knowledge gives you the power to operate more effectively.

  • Bookkeeping. We prepare financial statements, maintain financial records, and set up accounting systems. We can keep your cash accounts in sync with the bank.

We lift the regulatory burden. We help with many of the reporting requirements that governments place upon businesses. We can help with payroll and taxes, sales tax, business property tax, etc. We can prepare a variety of other reports that may be required of you. There is so much required of businesses and the pitfalls of erring are so costly that at times our fees have been covered purely through penalty elimination.

If you are starting a business, don’t do it without help.

  • 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.

We help you plan your taxes. We can inform you regarding the tax effects of alternatives that you may consider and provide your with additional alternatives to maximize your after-tax income.

And, if you deal with us you always have someone to call with your questions.

We prepare tax returns.

  • We prepare income tax and information returns for corporations, partnerships, limited liability companies, benefit plans, and exempt organizations.
  • We prepare income tax and information returns for individuals, trusts, estates, and gifts.

The tax law is amazing. The complexity of the tax law seemed mind-boggling thirty years ago, and yet since then it has only become worse. The problem is further increased by the phase-in, phase-out, and expiration dates tied to recent years’ legislation. In this environment, can you prepare your own tax return? Perhaps. Will it be complete and accurate and consider all potential advantages available to you? Probably not. Further, the preparation will take you a big chunk of time.

We do this work every day. With decades of experience, a lot of education, and the tools necessary to facilitate the process, we can take this load off of you and do a better job in far less time.

An Incomplete List of Industries Which We Have Served


  • Community Health Centers
  • Engineering Firm
  • Management Consultants
  • Marketing Consultants
  • Psychologists
  • Restoration Hydrologists
  • Training Seminar Company

Retail and Wholesale

  • Restaurants
  • Art Supplies Store
  • Computer Store
  • Grocery Stores and Meat Markets
  • Luggage Store
  • Lumber Company
  • Nurseries
  • Second-Hand Store
  • Wholesale Dairy Products Distributors

Other Services

  • Appliance Repair
  • Beauticians
  • Building Contractors (various trades)
  • Daycare Providers
  • Dry Cleaners
  • Election Campaign
  • Government Contractor
  • Home Health Agencies
  • Insurance Agencies
  • Kennel
  • Machine Shops
  • Mini-Storage
  • Photographer
  • Pool Maintenance Firm
  • Private School
  • Property Management Firms
  • Real Estate Development
  • Residential Care Homes
  • Screen Printing Company


  • Dairy
  • Vineyard


  • Food Products Manufacturers
  • Cabinet makers

We have seen a lot since 1979.


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Individuals, estates, and trusts        Businesses        Non-Profits

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