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Learn More About Our Services

Tax Preparation Services


A core specialty of our services is the preparation of tax returns for individual taxpayers. Over the years, we have prepared and filed literally thousands of individual federal and state tax returns.

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C- Corporation, S- Corporation, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

IRS & STATE Audit Representation

With over 35 years of expertise in accounting and tax services, we can ensure you are being properly and professionally represented to the IRS and state tax agencies. If your tax return has been selected for audit, do not attempt to take on the IRS and state tax agencies by yourself. The IRS and state tax agencies are aggressive and have years of experience auditing tax returns. They will rely on your anxiety as well as your lack of understanding of the auditing process and tax laws to win their case. Without proper representation, you may risk facing substantial financial penalties or even potential time in jail. Do not allow them to have the upper hand on your case. We have the essential experience and skills necessary to dispute audits and negotiate with the tax agencies to reach an agreement that is favorable to you. Please do not hesitate to contact us immediately for representation.

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

Send Us a Message

We would love to hear from you!

626-572-4843 Fax: 626-226-5000

1309 E Las Tunas Dr, San Gabriel, CA 91776

Get clarity on your tax and accounting situation