As a tax auditor, I noticed that the tax and accounting industry has overlooked its essential role in serving its clients. Business owners need accountants and tax professionals not only to manage their financial records but also to comply with tax laws and regulations. Unfortunately, the industry has become reactive due to gaps in its services, leading to discrepancies between state and federal tax returns and triggering audits. Business owners only become aware of record inconsistencies during the audit process, leading to substantial tax liabilities.
As your tax and accounting professional, I will provide preventative measures, such as monitoring of critical audit metrics, and offering guidance to avoid further liability. My goal is to deliver accurate and timely tax and accounting services that prevent potential tax problems before they become costly lessons. Please contact me today to discuss your tax and accounting needs.
Accurate recording of your sales and expenses with timely reports you can use to make strategic business decisions
Consultation services that can help prevent surprise tax liabilities or limit your tax exposure during an audit
Tax preparation focused on maximizing deductions and prevention of audit triggers by understanding your tax goals
The California Department of Tax and Fee Administration (CDTFA) offers many free resources to simplify tax laws for their taxpayers. Unfortunately, those who can greatly
The total gross sales you reported to the California Department of Tax and Fee Administration (CDTFA) does not match the gross sales on your federal
If you receive a call from a tax auditor, informing you that you have been selected for a “routine” audit, this is what you should
Our mission is to simplify bookkeeping and taxes for our clients, so they can focus on growing their business and enhancing their clients’ experience. We provide comprehensive support that aligns with our clients’ unique goals and needs, freeing up their time and resources to take their business to the next level.
