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Services

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Our goal is to help you achieve your financial goals.  We succeed by providing the best accounting services possible.
We deliver incomparable, professional, personal, and quality service in a timely manner. That is the foundation of our practice.
 
A brief overview and description of many of the services we offer follows this list. If you need a service not listed, please contact our office, if it's not a service we provide, we can refer you to a qualified professional.

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Tax Planning & Services
Preparation of Tax Returns

  • Tax Planning & Preparation 
  • Estate & Trust Tax Preparation
  • Tax Services
  • IRS Representation

Bookkeeping Services

  • Write-up Services
  • Payroll Services
  • Financial Statements
  • Sales Tax Reports
  • 1099's/Workers Comp Reports 

Onsite Computer Assistance

  • Accounting Software Selection & Implementation  
  • QuickBooks ProAdvisor & Training 
  • Computer Consulting
  • Staff Training
  • Assistance in Selection of Accounting Personal
  • Temporary Onsite Bookkeeping Assistance
  • Internal Control Review

Financial Planning

  • Financial Forecasts & Projections
  • Estate Planning
  • Retirement Planning

Business Planning

  • Buying & Selling a Business
  • Business Entity Selection
  • Business Succession Planning
  • Business Consulting

If you need a Service not Listed, Please Contact us. We're here to help.

Tax Planning
When you include tax planning as part of your overall business strategy, you use our experience, expertise, and ongoing education to minimize your current and future tax liabilities. We are here to help.
 
Tax Preparation
Our cutting edge computers & software ensure we can assist you in a timely manner with accuracy and efficiency. We prepare tax returns for individuals, corporations, partnerships, trusts, estates, and non-profit organizations.
 
Estate & Trust Tax Preparation
To provide for the security of your spouse and beneficiaries, it is essential to be prepared for the transfer of your assets should anything happen to you. Business owners must provide for business continuity and succession of ownership. We can help you get your financial affairs in order. It's time.
 
 
Tax Services
 
Tax Services
Our expert proactive approach to tax service for individual and business clients helps minimize current and future tax liabilities. We provide tax services throughout the year for:
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates
  • Trusts
  • Gifts
  • Non-Profit Organizations  
  • IRS Representation
  • Divorce & Support Issues
  • Tax effects of buying/selling a business or residence
IRS Representation
As accounting and tax professionals, we are proficient and experienced when it comes to dealing with the various tax authorities. You can be assured of proper representation before any federal or state tax agency. 
 
 
Bookkeeping Services
 
Write-Up Services
Every business will run more efficiently with well-organized financial records. Our capable and friendly staff can assist with many of your daily bookkeeping chores.
 
Payroll Services
As your business grows, so does your payroll administration. Our bookkeepers can ensure your payroll system is effective and reliable. We can help you develop a new payroll system or upgrade an existing system. We can also prepare your payroll tax returns in a timely manner.
 
Financial Statements
We can help you prepare your professional financial statements without expressing an opinion as to the information included. Financial statements are a useful tool for management or individuals when making financial decisions. 
 
Sales Tax Reports
We can help you prepare and submit your quarterly sales tax reports.
 
1099s & Workers Compensation Reports
Our bookkeeping staff prepares monthly financial statements for clients, along with the quarterly and annual payroll reports, sales tax reports, 1099s, and workers' compensation reports.
 

Onsite Assistance
 
Accounting Software Selection & Implementation
As accounting professionals, we are able to use our experience to help you choose and implement a computerized accounting software package that fits your needs.
 
QuickBooks ProAdvisor & Training
Nannette McKay, CPA, is also a Certified QuickBooks Professional Advisor and can help your office staff understand and use QuickBooks and other accounting software. Nannette and her team are highly skilled in the understanding and use of accounting software and are available onsite. 
 
Computer Consulting & Staff Training
Let our professionals assist you with the selection and implementation of your accounting software and provide training and ongoing consulting to ensure you and your staff are able to effectively utilize the programs.
 
Assistance in Selection of Accounting Personnel
As your business and accounting needs grow, we will help you find and hire new or additional accounting personnel.
 
Temporary Onsite Bookkeeping Assistance
We also provide trained staff bookkeeping assistance to clients with a temporary need until replacement personnel can be hired and trained.
 
Internal Control Review
Our professional staff can give clients greater peace of mind with a review of your office systems to help prevent fraud and embezzlement. We can suggest the institution of certain procedures to safeguard your assets and  provide a system of checks and balances to help thwart unfaithful employees.

Financial Planning
 
Financial Forecasts & Projections
To effectively lead your company to financial profitability, it is necessary to forecast growth. Our experienced staff can guide you through this step-by-step process toward achieveing your company's financial goals. 
 
Estate Planning
Effective estate planning eases the transfer of assets to your beneficiaries and provides security for your surviving spouse. It can reduce or eliminate the tax due on the transfer of assets. For business owners, it is essential to plan for the succession of ownership. Our professionals can guide you through this process of getting your financial affairs in order.
 
Retirement Planning
Financial independence for life should be the goal of everyone. We can help you devise and implement a retirement plan to ensure your financial independence during your working years and through retirement.
 
 

Business Planning
 
Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our experienced staff can guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
 
Business Entity Selection
Shoud your business be a sole proprietorship, an LLC, an 'S' Corp, or should it be some other entity? This is a crucial decision with far reaching tax implications that can either be positive or negative. We can help you determine the type of business that is best for your company.
 
Business Succession Planning
When you include tax planning as part of your overall business strategy, you use our experience, expertise, and ongoing education to minimize your current and future tax liabilities. We are here to help.
 
Business Consulting
We listen. We analyze. We evaluate. 
The success of our clients is our goal. We can help your business identify areas for concern, and then help you develop sound solutions to increase profitability.  

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101 College Ave., Ste.1,   Modesto,   CA   95350
Phone: (209) 521-1376      Fax: (209) 521-0658