Accounting and Tax Services

Proudly serving San Marcos, Oceanside, Carlsbad, and all of North County San Diego

Taxes:
We take a proactive approach to taxes by focusing on tax planning and compliance. We have an in-depth knowledge of the tax laws that impact both individual and business returns, and we are constantly researching and analyzing changes to the tax code.

We offer the following tax services:
• Individual tax preparation and planning
• Corporation tax preparation and planning
• S-Corporation tax preparation and planning
• Partnership tax preparation and planning
• Family Partnership tax preparation and planning
• Limited Liability Companies tax preparation and planning
• Limited Partnerships tax preparation and planning
• Trusts tax preparation
• Estate tax preparation and planning
• Gift Tax preparation and planning

Consulting:
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

We will instruct you on the best entity (sole proprietorship, partnership, LLC or corporation) for your circumstances. Each has its own positives and negatives, making the decision complicated.
• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annual)
• Accounting system setup for new businesses
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements
• Litigation support

Compilation, Review, and Audit Services:

We provide professional compilation, review, and audit services to businesses of all sizes. We quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review services and deliver complete audit attestations.