Why should I outsource the accounting, bookkeeping, payroll, and tax prep for my small business?
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 these professionals.
  • We make sure you don’t miss tax deductions.

Are you a certified tax preparer?
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 the IRS.

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 (CSEA).


We tackle your taxes and organize your bookkeeping so you can do what you do best:

Run Your Small Business!


ph (925) 737-0710
fax (925) 737-0713

**Enrolled Agent**
**non CPA firm**

Bookkeeping, accounting, tax preparation, and payroll services for Livermore, Pleasanton, Dublin, Tracy, San Ramon,
Danville, Alamo, Sunol, Castro Valley, Walnut Creek, Concord, California and the surrounding Bay Area cities.

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