Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Steve Pybrum’s First Key To Building Wealth

Not only are we entering into the thick of tax season in California, we are getting some winter weather complete with rainfall.Meanwhile back at the ranch, the IRS is still recovering from the PREVIOUS shutdown, but the day after Presidents' Day happens to be their...

Non Profit Accounting

Let Us Help You Create The Non-Profit of Your Dreams! In order to setup and maintain your tax exempt status, your organization must meet very specific expense and income classifications. The IRS determines your eligibility with the following: Yearly Income Statements...

Marketing Tips for Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Reset Quickbooks

Does Your Bookkeeping Need a Little Housecleaning? If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when you...

Four Tips For Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in who are paying attention (because let's be honest -- many of...

QuickBooks Training

The Quick and Simple “Fix” to Any Potential QuickBooks Problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience. Avoid wasting time on the generalities introduced in a typical class by having our expert come directly to your...

What are Tax Filing Mistakes to Avoid – Infograph

Tax returns every year contain numerous errors, here is a list of the most common errors found in tax filing and how to avoid them

Tax Consulting

Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients! Most business owners waste valuable time attempting to manage finances and keep up the bookkeeping end of their business when the...

Part Time CFO Services

You Get All the Benefits of a Full-Time CFO… At a Part-Time Price! At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!