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From Northern California & USA

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Plus these FREE Services:
Free Organizer, Free Tax News,
Free Year end Tax planning,
and of course, our Free initial Interview Review!
Among the areas in which we can
save you TIME and MONEY are:


Lease or Buy Decision making support –
because decision requires a THOUGHTFUL and
BALANCED approach.

Functioning as your CFO/Controller or Bookkeeper,
as needed consistent with your requirements
because our experience will allow you to focus
on other areas further increasing your profits.

We’re also prepared to provide these service in addition to bill paying, payroll, HR and tax returns and compliance at
either your place or ours, helping your business remain or get solvent and nurturing it in order to steadily grow.

We will show you how to protect your assets, manage internal controls, design or establish systems for hands on or
absentee management. Being prepared and taking necessary precautions is always much less expensive in the short,
as well as the long run.

Fraud detection and fraud prevention strategies involving  vigilance and covering your rear while not always
necessary, are but an once of protection and precaution which will make every business less vulnerable to
unexpected  risks, while giving you more peace of mind. IT’S BETTER TO BE SAFE THAN SORRY.

Information used wisely always generates more profit. We will help you develop customized systems which will yield
user-specific management reports, providing you with clear, easily understood relevant and useful information. Careful
analysis of operations, projected and ongoing projects and how you and your company spend your time and money is
how we’ll get it done.

Developing and tapping into software solutions which are applicable to your needs. We will hold your hand in areas
that you may lack expertise in. We are always available to answer your questions.

Our commitment to old fashioned customer service will benefit you and your business through our awareness,
attention and analytical understanding of the whole picture. We also offer insightful evaluation and training necessary
to get you and your team up to speed so that you become more self reliant, because that is where the gold is.

Helping you with critical business development, marketing, advertising and cost benefit analysis. Remember that
nothing happens until someone is selling and someone is buying.

Because, in a competitive world, market share is also important, we are also prepared to lend our expertise in
mergers, acquisitions and brokerage.

Most growing businesses also need knowledge in Human Resources. As much as we like to do it all by ourselves, we
usually find a need to delegate certain tasks to others.

We can save you time, money and potential grief by assisted you in attracting, interviewing and selection of personnel.

Effective ways to reduce Self Employment Taxes

Because tax laws are confusing and subject to interpretation, we’re happy to offer you a free second opinion, in order
to help you decide what’s appropriate for you.

Because you should only pay Uncle Sam what you legally owe, we’ll be happy to help you with Strategic Planning. We’
ve done it before and we can do it for you. With a critical eye to understanding your unique needs and financial
situation, we’ll minimize your tax burden, and make sure that the many new, and sometimes ambiguous tax laws
work for your advantage.

Our diverse and successful track record serving individuals, estates, partnerships, corporations, trusts and LLC’s can
work for you.

Whether you’ve done really, really well, or you are just on your way, we know how to protect your assets and how to
help you plan for your future. You can rely on us for estate and gift tax planning, estate tax minimization and exit
strategies. After all, it’s your money, and we want to make sure you are aware of your options and make the choices
right for you.

In order to secure and maximize the growth of your estate, we can lend you our expertise in 1031 Exchanges, What-if
Analysis and entity selection. The choices you make now are important and will reflect on how you’ll prosper (or Not)
in the future. We’ll make sure you make the right ones.

Amended returns are another way we’ve learned to help save people money. Many folks inadvertently overpay their
taxes and are entitled to having this grievous situation put right. We’ll see to it that you don’t pay a dime more than
you should.
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