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Specialties
Tax Planning and Preparation for small business and entrepreneurs. Real estate analysis and taxation. Accounting, bookkeeping and payroll preparation. QuickBooks. Compiled financial statements.
History
Established in 2000.
Business incorporated in 1999, acquiring the practice of a retiring CPA. The business has numerous clients that have been with the firm since day one. CPA owner has thirty years experience.
Meet the Business Owner
Michael L.
Business Owner
Michael enjoys helping business owners, investors, and entrepreneurs with their finance, accounting, and tax needs.
Mike is a child of a Navy officer, so he moved frequently. He graduated from the University of San Diego with a Bachelor of Business Administration with an accounting emphasis. After graduation, he worked in public accounting firms in the San Francisco bay area and then in Stockton.
In December 1999, Mike started his own firm to help his clients plan their financial future, minimize their taxes and keep accurate records.