Aug-18-2025
SoCal Tax Shield
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Bookkeeping and accounting isn’t just the recording of sales and expenses or reconciliations of bank and card accounts anymore. As technology has taken on more of the labor intensive tasks of bookkeeping, it is even more important to ensure you work with a professional who earns their fees through additional services.

California sales and use taxes can be complicated to understand, even for seasoned business owners. My extensive experience as a sales tax collector and auditor can be incredibly useful in navigating through a complicated audit to successfully defend your business.

As a former tax auditor, I noticed tax professionals just prepared taxes without providing guidance on potential audit triggers. For most businesses, this means the only time they know there is a problem is when the tax agency calls or sends them a letter. Often, this is too late because the tax agency already found a potential problem that is worthwhile for them to pursue.