March 22, 2017

Welcome

My online office brings financial services directly into your home or business, enabling you to more actively participate in your financial management. 

If you would like to securely transfer files, please call the office and we'll provide you with instructions.


Tax season doesn't have to be taxing!
Financial record keeping doesn't have to be fixating!
Accounting software doesn't have to be atrocious!


My staff and I specialize in helping:
Small to mid-sized business owners with their bookkeeping and tax needs
Individuals with personal taxes
Investors with rentals
Individuals with trust/estate needs
Business owners and individuals with tax planning

So they can concentrate on running their business and enjoying their family and lifestyle.

Call (916) 774-0351 to arrange your free needs consultation.

In the meantime, start by using my Online Office which brings financial services directly into your home or business enabling you to more actively participate in your financial management.  You can:

Use the financial calculators to assist you in budgeting, financial planning, or determining loan payments.

Check out our services.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Register your e-mail address to receive important announcements through Service PLUS!

Review Helpful Websites in Links.

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.  Visit often as current news impacting your financial situation will be outlined here.