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Yorba Linda
My wife and I run a small boutique tax firm, specializing in small business and real estate taxation. Our services are offered virtually, so you can access our client portal or email us from anywhere. We offer tax return preparation services, monthly, quarterly, or clean up bookkeeping, tax consulting, and 2nd Opinion services if you just need someone to take a look at returns that you prepared yourself.
Yorba Linda
We have over 30 years of experience in accounting and tax, including 10 years working with a Big 4 accounting firm. We specialize in high wealth individuals, partnership, corporate - multi state tax returns. We provide services in bookkeeping, payroll, workers compensation reporting, setting up legal entities, DBA's, Public Notary, tax audits, response to notices from tax agencies, business consulting and much more.
I love all of the terrific generous people who want to change the world. Make the world better for their children and families. I had a client give me a picture of NY Battery park from the tippy top of the New World Trade center. You don't get that from any other job. I was in NY on Sept 11, 2001! Many ordinary clients of mine did extra ordinary work that day. A client who was a dentist, had the Federal Government take over her office to use dental xrays to identify people who lost their lives there. Policemen, who could not call home, who worked 48 hours directing traffic. Cooks who cooked for the firemen who were looking for survivors. My job has allowed me to see the world better and to appreciate all of you who work and who try to start your own companies.
yes. see below. we also are able to use remote Quickbooks and and the GoTomypc aplication.
I do more Zoom meetings. I use the priority mail more. I use a lot of Lysol to try to keep the office as clean as possible.
I also use my secure client portal for information.
