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+1 650-570-6331
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| 1650 Borel Pl Ste 222, San Mateo, CA, 94402 | |
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0.6 miHayward Park
1.4 miSan Mateo
1.4 miHillsdale Caltrain Station
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Specialties
Tax Planning & Preperation:
–Corporations, LLC’s, LP’s
–Personal Tax Preparation
–Trusts and Estates
–Gift and Estate Tax Planning
Accounting Services:
Preparation of financial statements and hands-on assistance with your accounting system to enable you to generate accurate reports
–Assistance with various accounting software programs, including Quickbooks and Peachtree
–Accounting system setup for new businesses
–Computerized payroll services
–Business tax return preparation (Sales & Use/Business Property)
–Personal financial statements
Reviews and Compilations:
–Review — some analytical procedures conducted with limited assurance
–Compilation — based upon client information provided and used primarily for internal use
Financial Forecasts & Projections
Cash Flow & Budgeting Analysis
Consulting Services
The list above is by no means all-inclusive, feel free to inquire about a service if you do not see it listed
Meet the Business Owner
Chris J.
Business Owner
Chris has over thirty years of public accounting experience, including extensive tax, review and consulting experience with closely held businesses and their owners in a wide variety of industries.
In addition, his experience includes significant estate and trust tax planning and compliance.
