Client Services

We are committed to providing personal and quality attention to each client

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

We offer a 10% discount to new Glendora Chamber member clients.  We also give a discount on individual tax returns with a positive Yelp review!

  


Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements

*Litigation support

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Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

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Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Taxing authority representation

*Divorce and support issues

*Tax effects of buying/selling a business

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Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Sales Tax Services

Many of clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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PAYROLL

Easy and Affordable Payroll Processing

Services included:  

Quarterly Reports

Annual W-2’s

Work Comp Reporting

1099’s

Year End/ Bonus Calculations

 

√ Initial set-up and carry forward of previous figures

√ Payroll consultations and reports

√ Receiving payroll hours through telephone, fax or e-mail (your preference)

√ Calculation of payroll and all withholdings

√ Calculation of payroll deposits

√ Payroll tax deposit reminders

√ Electronic transfer of funds through EFTPS.   1st time EFTPS user set-up

√ Payroll information sent back to client via e-mail or fax with net check amounts and stubs

√ Direct Deposit

√ W-4, W-5, W-9, I-9, DE34 and DE 54 forms available

√ Flexible, easy and no hassle last minute changes/additions/corrections on paydays

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Consulting Services

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Estate Planning

Working closely with the best professional investment advisors,  institiutions and attorneys, we work hand-in-hand to strategize and personalize the right estate plan for you.

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Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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Miscellaneous

Complimentary Initial Consultation

Always remember that all initial consultations are free of charge. We view the first meeting with a client as a "getting to know each other" conversation. In the initial consulation, topics such as tax needs, prior issues, goals and fees are expressed. Engagement for services are only contracted after both parties are in agreement. Free pick up and delivery of client materials is always offered.

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Quickbooks

With our vast array of clients, we deal with almost every version of Quickbooks.  We are also versed in Quickbooks On-Line.  We would like to support you and your business in utilizing the most efficient and cost efficient version possible.  

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J Future Hope Charitable Trust Foundation

Jim has set up a Charitable Trust Foundation where individuals with an estate, and no other heirs, can entrust their assets to be distributed to the charity, or charities, of their choice.  This charitable giving can go on for as long as the individual chooses.  Even individuals with beneficiaries can contribute to such a trust.  Please call if you, or someone you may know, would be interested in this type of perpetual giving of assets hard earned.

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