Accurate and up-to-date bookkeeping services, including invoicing, accounts receivable and payable, cash receipts, bank reconciliations, sales tax filing, and clear financial reports to keep your business organized and compliant.
Complete payroll support covering payroll processing, commissions, workers’ compensation, payroll tax deposits, and required quarterly and annual payroll filings.
Comprehensive management of your accounting operations, including bookkeeping supervision, controller services, audits, and financial oversight tailored to small businesses.
Hands-on accounting and bookkeeping consulting to resolve issues, organize financial systems, and provide guidance on QuickBooks setup and ongoing supervision.
Professional tax preparation by an Enrolled Agent, including individual and business returns, estimated taxes, and tax planning for sole proprietors, partnerships, and corporations.
Setup, support, and optimization of accounting software including QuickBooks, Navision, American Contractor, and Microsoft Excel to streamline financial workflows.
For more than 25 years, I have brought comprehensive financial expertise to businesses and organizations of all sizes. As an Enrolled My background spans both for-profit and nonprofit sectors worked I’ve worked extensively supporting everything from day-to-day accounting and tax preparation to high-level consulting and business planning.
Having served in leadership and advisory roles across all operational levels, I understand how financial decisions impact every part of an organization. My approach combines strategic insight with hands-on experience to deliver solutions that support growth, stability, and long-term success.
I am committed to helping small businesses not just survive — but prosper and grow with confidence.
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.
The California Society of Enrolled Agents (CSEA) is a progressive, professional nonprofit 501(c)(6) organization dedicated to serving Enrolled Agents (EAs), with more than 4,200 active Members, Professional Associates, Professional Affiliates, Students, International EAs, and International Affiliates. EAs are licensed by the federal government to represent taxpayers before the Internal Revenue Service and assist with tax planning and the preparation of tax returns.
The National Association of Enrolled Agents (NAEA) is a national association of over 11,000 independent, licensed tax professionals called Enrolled Agents (EA). The association is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation, so that their members may most effectively represent the needs of their clients.
