TAX PREPARATION + PLANNING
The world of tax law has become increasingly complex. The simple act of preparing your own personal tax return has become a complex chore. That is where we come in - ever focused on preparing your taxes correctly and efficiently. With over 30 years experience preparing complex and simple returns for thousands of Southern Californians, we have what it takes to guide you through a new world of taxes. We take pride in our tax knowledge, our will to do things correctly, and our ability to create a relaxed atmosphere and keep our rates affordable.
FULL SERVICE ACCOUNTING PROGRAMS
Our top program for Southern California's small businesses that seek expertly prepared statements. Complete prepared and reviewed financial statement package. Includes: Monthly P&L, Balance Sheet, Cash Flow Statement, General Ledger, cloud-based accounting login, all applicable tax filings, mobile app access, financial analysis and review (by request), online document storage with up to 1GB of storage, and a payroll services discount. Other services and insights performed at request of client.
FULL SERVICE PAYROLL
Payroll is one of the most important aspects of business in California. Preparation and execution are vital to avoid penalty and legal issues. That is why we focus on transparency, correctness and availability. We are not just a program that processes fixed rates, we are accountants and consultants that assist your business. That is why our payroll services are so popular, they are tailored to your needs and done correctly. Absolutely no penalties.
THE FLEX PROGRAM
Designed for small businesses, the FLEX program offers a 'flexible' opportunity to utilize our services at an affordable rate. With full access to our cloud portal and online accounting software, the client determines when we are needed and requests our services upon demand at an hourly rate. This is an excellent program utilized by start-ups and small businesses that like to maintain a degree of in-house accounting control. Monthly subscription comes with QuickBooks Online and Schwartz Smart Vault logins.
REVIEWS AND COMPILATIONS
With our extensive knowledge of financial reporting, our reviews are a staple of the firm. We take pride in seeking clarity in the midst of complex statements. A review engagement is conducted to provide limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with the financial reporting framework.
BUSINESS STRATEGY + CONSULTING
The startup and small business marketplace is still a new and fierce frontier that requires advice from accountants who are deeply entrenched in the particularities of success in Southern California. Our firm gives you the opportunity to take care of everything in one place - we offer incorporation services, document management, various entity enrollments, etc. Get off on the right foot.
