Our Services
We help small and growing businesses with every part of their money. From daily bookkeeping to big picture CFO advice, we handle it all for you.
Pick a Service to Learn More
Click on any service below to see what is included, how it works, pricing, and common questions we get for each one.
Bookkeeping Services
Clean and accurate books ready by the 15th of every month. We match your bank accounts, make your profit and loss and balance sheet, and give you a tax ready package at the end of the year. Always correct, every time.
Payroll Services
Payroll that runs on time, every time. We handle direct deposit, tax filings, W-2s, and 1099s so you never miss a deadline or a detail. No stress, no surprises.
Tax Planning & Preparation
Smart tax planning that lowers your tax bill and keeps you compliant. We help with entity structuring, S Corp elections, cost segregation, and credits, all year long.
Fractional CFO Advisory
High level financial modeling, cash flow forecasting, and growth advice without the cost of a full time executive. We help you plan ahead and make smart money choices.
IRS Resolution & Audit Defense
Expert help with the IRS and the state for back taxes, audits, levies, liens, offers in compromise, penalty relief, and full audit prep. We deal with the IRS and the examiner so you do not have to.
Estate Planning
Tax smart succession planning, trust structures, and wealth protection to protect your family and lower estate taxes. We help you keep what you built safe for the people you love.
QBO Setup
Professional QuickBooks Online setup, migration, and training. We set up your chart of accounts, bank feeds, and tools right from day one so your books work the way they should.
Business Formation & Entity Structuring
Entity selection, LLC and S Corp filing, EIN, operating agreements, reasonable salary planning, and clean bookkeeping setup. Set up right from day one to legally lower your tax bill.
Sales Tax & Nexus Compliance
Multi state tracking, state registration with voluntary disclosure agreements, ongoing filing across every state where you are registered, and audit support. We keep you compliant everywhere you sell.
Outsourced Controller Services
Monthly close management, internal controls, financial statement review, and reconciliation oversight. Get the discipline of a full time controller without the big salary.
Trust & Estate Tax Preparation
Form 1041 tax return preparation for trustees, executors, and beneficiaries. Annual filings, Schedule K1 reporting, and ongoing trust compliance for trusts and estates that already exist.
Cost Segregation Studies
Speed up depreciation on your investment property with engineering based cost segregation studies done through vetted specialist partners. We handle the analysis, the coordination, and the tax return integration.
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Contact Information
11400 West Olympic Blvd
Los Angeles, CA 90064
Mon-Fri: 9am-6pm PT
Sat: By appointment
Sun: Closed