Because every small business is different, we provide our clients with a customized package, tailored to their specific business and accounting needs. Our personalized service not only gives small businesses the freedom to grow and prosper, but the knowledge to achieve their goals. We have experienced accountants and bookkeepers on our staff with over 50 years of combined experience. You will have one bookkeeper assigned to your account which allows you to develop a relationship with someone who is knowledgeable about your business. We provide three main business services; bookkeeping services, payroll processing and sales & use tax preparation in our office in San Marcos.

Bookkeeping Services

Our bookkeeping services include the preparation of financial statements and bank reconciliations. We either use Quickbooks or Peachtree depending on what your needs require. You send us your bank statements, check stubs and credit card statements and we will take care of the rest.

Business Payroll Services

We provide payroll processing services for local businesses. Whether you have 1 employee or 50 employees we can help. We also work with out of state employees, electronic time clocks, direct deposit and automatic filing and paying of your company’s payroll tax liabilities.

Unlike the big payroll processing companies, we don’t use the float on your money to pay our bills. The tax payments are submitted to the collection agencies on the day the money is withdrawn from your account. We also prepare your monthly, quarterly and annual payroll tax reports for no extra charge.

Sales & Use Tax Returns

We can prepare and submit your sales & use tax returns for you based on your sales reports or your financial statements. We also handle the pesky sales & use tax audits. We can have the auditors review your records at our office so they don’t disturb your day to day operations. We take care of it so you can focus your attention to managing your business.

Business Services
  • Payroll Services
  • Payroll Tax Reports
  • Sales & Use Tax Returns
  • Tax Planning
  • Bank Reconciliations
  • Financial Statements
  • Business Counseling
IRS/FTB Problem Resolutions

Solve all of your IRS, FTB & EDD problems to include:

  • Audit Representation
  • Correspondence and Communications
  • Levies and Liens
  • Tax Collection and Deficiency
  • State Board of Equalization *
  • Federal Appeals

As Enrolled Agents, our staff is licensed and experienced at representing taxpayers before the Internal Revenue Service, Franchise Tax Board, Employment Development Department and State Board of Equalization. OUR CLIENTS NEVER HAVE TO MEET WITH THE IRS/FTB. Below, we have provided a set of links for the business owner. If you have any further questions, feel free to contact us.