Tax and accounting for individuals, businesses, and nonprofits
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I specialize in tax planning and preparation for business owners and real estate investors throughout Santa Cruz County. I am also a certified business valuation professional holding the Certified Valuation Analyst certification. I take pride in having quality relationships with my clients and taking a consultative approach to tax structure and ongoing planning.
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We specialize in business and personal income tax as well as business valuations. We are exceptionally suited to handle complex structures, such as multi-tiered partnerships.
Our services include: • Tax Preparation & Planning • Small Business Accounting • Payroll Services • Financial Consulting • IRS Representation • Estate & Trust Planning • QuickBooks Consulting • Expatriate & Foreign Income Tax Compliance • Nonprofit Accounting • Business Advisory Services • …and more!
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If you're looking for an experienced, friendly, reliable bookkeeper who will take the time to understand your business and its unique needs, then look no further! With over 25 years of experience, I've had the opportunity to wear many hats, from providing excellent customer service to HR to CFO/Controller duties. I know how to juggle the details while keeping an eye on the big picture. In all my experience I’ve found that I really enjoy bookkeeping! I thrive in working with a variety of businesses. And I love the challenge of organizing records, finding solutions, and creating insights that help businesses measure their performance. Whether you're a new or seasoned business owner, I'm here to help you balance the books so that you can focus on running your business. My services include: General bookkeeping Quickbooks training Cleaning up your books Reconciling accounts Preparing financial reports Payroll, quarterly filings, W2’s, 1099’s And that's not all! I'm always available to meet with you in person or online to review your financial performance and help you develop strategies to improve your overall business operations. Call for a free consultation, I look forward to meeting you!
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