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Welcome!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

CalCPA  AFCPE  

 


Clean Vehicle Credit Dealer Transfers

As of January 1, 2024, people who buy or lease cars or trucks that qualify for the Clean Vehicle Credit (CVC) may transfer the credit to an eligible seller (usually a dealership). The transferred credit …

Upcoming Tax Deadlines

June

Day

10
Employees Who Work for Tips – If you received $20 or more in tips during May, report them to your employer. You can use Form 4070.

17
Social security, Medicare, and withheld income tax – If the …

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