Services

The work, named.

Not a dump of stock CPA blurbs. These are the services on the current site, grouped the way a Fremont client actually asks for them.

Hands and documents around a light wood table during a working meeting, with charts and a tablet in view. No faces. — Planning and review — the meeting, not the handshake-over-a-calculator photograph.

For individuals

Household money. The return, and the questions that sit around it.

Tax preparation Individual returns — including stocks, bonds, rental property, and foreign transactions when that is the year you had.
Personal financial planning A plan written against the year you are in, not a generic packet.
Estate planning The tax and document questions families put off until someone asks.
Elder care Help as bills, benefits, and paperwork get harder to hold alone.

For business

Small- to mid-size companies, and the professional practices in this plaza.

Small business accounting Books kept so you can run the company instead of reconstructing December in March.
Bookkeeping The monthly close. Clean enough to plan from, not just file from.
Payroll Pay, deposits, and the filings that come with having people.
Part-time CFO A financial manager without a full-time hire — useful when you are still the operator.
Forensic accounting When the numbers need a closer look than the monthly file.
Cash flow management What is coming in, what is going out, and when the gap appears.
Business valuation A number you can stand on — sale, buy-in, or a hard conversation.
Succession planning Handing a family or professional practice to the next person without losing the firm.
New business formation Entity, elections, and the first set of books — the unglamorous half of opening.
Nonprofit tax compliance The classifications the IRS uses to decide if an exemption still holds.

Tax

Prep, planning through the year, and IRS problems. Enrolled Agents on the team for representation.

Individual and business tax preparation Returns filed by people who already know the books — households and the practices next door.
Year-round tax planning Decisions made before the year closes. How taxes sit against the rest of the firm.
Tax resolution / IRS problems Notices, collections, representation. Enrolled Agents can appear before the IRS when that is what the file needs.

QuickBooks

Setup and training. The file has to be usable at tax time, not just installed.

QuickBooks setup Starting date, chart of accounts, opening balances, bank, AR, AP — a first clean file.
QuickBooks training You or your staff, on the way this business actually bills and pays. Follow-up when the file drifts.

A calm modern office corridor with wood shelving, glass-walled rooms, and a quiet kitchenette. No people.

How it starts

A consultation, then the books.

Call the Hastings Street office or send a note. Say whether you are a household, a practice, or a company, and what is due. The portal is for documents once you are a client — this mock does not collect a login.

Request a consultation Call (510) 915-1945