• (559) 323-4500
  • (559) 323-4554
  • 7085 N Chestnut Ave, Ste 105 Fresno, CA 93720
Secure Online Payments

Our Services

We provide comprehensive business and individual financial services designed to support your growth, protect your assets, and strengthen your long-term financial security. From business entity selection, tax planning, and accounting services to retirement, estate, and financial planning, our experienced team delivers strategic guidance tailored to your unique goals. We also offer IRS and Franchise Tax Board representation and agreed-upon procedures to ensure you are confidently supported at every stage.

What Our Team Provides

Business

Business Entity Selection

Business Entity Selection – Choosing the form of entity of your business (e.g.
“S” corporation, sole proprietor, limited liability company…) is a crucial decision
that can have longstanding tax implications, positive or negative. We can assist
you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying and Selling a Business – Structuring the purchase or sale of a business
properly is a critical step in the process of buying or selling a business. Our
competent staff have experience to guide you through the acquisition/disposition
process by addressing such issues as cash flow analysis and tax considerations.

Tax Planning & Preparation – Our experienced staff will work with you year-
round and can develop tax strategies that take advantage of new tax laws and
legislation that align with your business goals and needs.

Accounting Services – Meaningful, well-organized financial records ensure that
your business operations will run more efficiently daily and are the foundation of
a successful business. Our qualified staff can assist with monthly bookkeeping to
financial reporting based on information provided by the entity’s management.

Individual

Financial Planning
Financial Planning – A properly structured financial plan enables you to face any
financial challenge that may be presented at each stage of your life. Through the
financial planning process, we can help you assess your financial needs and
develop strategies that will enable you to achieve your goals and strengthen your
financial security.
Retirement Planning – Setting specific financial goals, estimating future
expenses and investing in tax-advantaged accounts like 401(k)s or IRAs are all
key steps to retiring. Our office can provide expert advice to help you get started
or continue to reach your short-term and long-term goals.
Estate Planning – Effective estate planning facilitates the orderly transfer of
assets to your beneficiaries, provides security for your surviving spouse, and can
reduce or eliminate the tax due on the transfer of your business and other assets.
For business owners, providing for business continuity and succession of
ownership is essential. We can guide you through the complex process of getting
your financial affairs in order.

Other Services

IRS and Franchise Tax Board Representation

IRS and Franchise Tax Board Representation – During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are being properly represented before the various federal and state tax agencies.

Agreed Upon Procedures – Agreed-upon procedures are engagements in which we perform specified procedures and report findings to management. Agreed-upon procedures can also enhance the credibility of the information you provide to third parties, such as banks, regulatory agencies, prospective investors, or prospective purchasers.

Work With Us

Call Our Office (559) 323-4500