2533 Merrychase Drive, Suite 700  -  Cameron Park, California  95682 -  (530) 676-4455

 
 

Services

Tax Services

I offer a full range of tax planning and preparation services which includes all state and local tax returns for individuals and businesses. I advise both individuals and businesses on all aspects of compliance with the tax laws. I represent taxpayers before taxing authorities and provide tax consulting services on a broad range of financial and investment decisions. Having the most recent federal and state tax law changes allows me to provide real time tax planning that often results in tax savings.

Consulting Services

Making decisions with full information to improve business and boost efficiencies can increase the bottom line. Whether it is accounting software selection, payroll services decision, cash flow and budget analysis, or employee benefits offerings, I can deliver the information you need in a professional cost-efficient manner. 

Accounting and Compilation

I prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) and Other Comprehensive Basis of Accounting (OCBOA) for use by banks, investors, and other third parties. I can also prepare custom financial reports for internal and managerial use. In preparing a compilation I use financial information supplied by the client and put it into the form of financial statements, but do not express any assurance on the statements. 
 

Review

A review is a form of attestation that enables me to express limited assurance on conformity of the financial statement with Generally Accepted Accounting Principles in the United States of America. The procedures include analytical review work and an internal control and fraud review that cumulates with a review report. It is not as broad as the full scope of an audit but it can satisfy financial institutions and bonding company requirements in a cost-efficient way. 

Audit

Audits are the highest level of attestation on a financial statement and entails detailed internal control testing as well as analytical analysis and substantive testing of the accounts. I am a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs that require peer reviews for this level of services. I am enrolled in the program and have received the highest standard of an unqualified opinion on my peer review. I have completed and maintained continuing education required by government auditing standards generally accepted in the United States of America and can perform A-133 audits as well as grant specific audits.

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