For more than 30 years, Jim has led multi-million dollar businesses. So, whether you are looking for tax services, management consulting help, new business formation, or bookkeeping and payroll services, we can help you achieve your financial goals. As a member of the American Institute of Certified Public Accountants (AICPA) and a licensed member of the California State Board of Accountancy, Jim is committed to helping his clients achieve financial success.
Although our practice is centrally located in Anaheim, California, we understand that some clients prefer to meet in their own environment. We will be happy to make arrangements to travel to you if that is preferable. With clients from Chula Vista, California to Vancouver, Washington to Atlanta, Georgia, geography is not a barrier. Please feel free to call me at 714-306-9050 to make arrangements.
Due to the recent changes in the tax law and the corresponding changes to withholding tables, the IRS estimates that up to 30% of tax payers might not be withholding enough taxes from their paychecks.
Although our practice is centrally located in Anaheim, California, we understand that some clients prefer to meet in their own environment. We will be happy to make arrangements to travel to you if that is preferable. With clients from Chula Vista, California to Vancouver, Washington to Atlanta, Georgia, geography is not a barrier. Please feel free to call me at 714-306-9050 to make arrangements.
Due to the recent changes in the tax law and the corresponding changes to withholding tables, the IRS estimates that up to 30% of tax payers might not be withholding enough taxes from their paychecks.
Services
With more than 35 years of business and management experience, Jim knows how to help you grow your business and maximize your return on investment.
Having prepared more than 2200 personal, corporate and partnership returns, Jim understands the tax code and will ensure you maximize your legal deductions and ensure your are compliant with state and federal requirements.
Having prepared more than 2200 personal, corporate and partnership returns, Jim understands the tax code and will ensure you maximize your legal deductions and ensure your are compliant with state and federal requirements.
We will help you submit your FAFSA application and help you explore other avenues for additional financial aid.
Variable hourly rate - With the recent changes in tax law, are you properly positioned to maximize what you leave to your beneficiaries after you're gone?
We can help ensure that you are.
Variable hourly rate - We can help you plan for retirement.
After working for so many years, check with us to make sure your financial resources allow you to enjoy your well-earned retirement years.
Variable hourly rate - Is your investment portfolio appropriate for your level of risk tolerance?
Variable hourly rate - With the recent changes in tax law, are you properly positioned to maximize what you leave to your beneficiaries after you're gone?
We can help ensure that you are.
Variable hourly rate - We can help you plan for retirement.
After working for so many years, check with us to make sure your financial resources allow you to enjoy your well-earned retirement years.
Variable hourly rate - Is your investment portfolio appropriate for your level of risk tolerance?
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