Why should I outsource the
accounting, bookkeeping, payroll, and tax prep for my small
Our services save you time and money:
- We take over the drudgery of
doing paperwork so you can focus on your business.
- We are QuickBooks experts so
you don’t have to take the time to learn a new software.
- For new businesses, we set up
your books correctly in the first place to avoid awkward
and time-consuming adjustments in the long run.
- If you want to be more
hands-on with your own bookkeeping, we can set up your
accounting system and train you on the software.
- We ensure compliance with
accounting industry standards.
- If you work with an Accountant
or CPA, we can prepare your records in the manner that
best meets your needs and improve your efficiency with
- We make sure you don’t miss
Are you a certified tax
Yes, we are an Enrolled Agent (EA), the only tax professionals tested by
IRS on their knowledge of tax law and regulations and,
because they are federally-licensed, the only tax
professionals that may represent clients in any part of the
country. They provide tax preparation, representation, tax
planning and other financial services to millions of
individual and business taxpayers. EAs adhere to a code of
ethics and professional conduct and are required by the IRS
to complete annual continuing professional education. Like
attorneys and certified public accountants (CPAs), EAs are
governed by Treasury Circular 230 in their practice before
What do I
need to bring for you to prepare my tax return?
Please bring all of your necessary
paperwork: W-2’s, 1099’s, receipts, past tax returns,
dependent information, financial reports (for business
owners), etc. Upon receipt of your complete documentation,
your tax return will be prepared promptly.
What if I
don’t understand something on my tax return?
After preparing your taxes, we will go
over your tax return with you and answer any questions that
you may have.
Where are you?
Our office is in Pleasanton, CA,
Alameda County, conveniently located off of 580 or 680.
Are you a
member of any organizations?
Yes, National Association of Enrolled
Agents (NAEA), and California Association of Enrolled Agents