You're facing new challenges lately - unfamiliar territory. But you're creative, resourceful, a problem-solver: seeking out advice and strategic support. Cash flow to support your immediate needs & future goals, shifting resources to meet new market demands, minimizing your taxes, and navigating PPP loan usage & forgiveness are just a few of them.
Tackle the challenges of meeting compliance requirements, budget concerns, revenue stability & rising pension costs. Donations may be down, but having clear cash flow projections, reliable accounting records and clear budget recommendations can keep your organization's goals and mission moving forward. We're excited about helping you succeed in every aspect of your business or organization, not just the compliance parts.
Tackle the challenges of meeting compliance requirements, budget concerns, revenue stability & rising pension costs. Donations may be down, but having clear cash flow projections, reliable accounting records and clear budget recommendations can keep your organization's goals and mission moving forward. We're excited about helping you succeed in every aspect of your business or organization, not just the compliance parts.
Services
His clients include entrepreneurs and busy professionals who value an advisor to keep their taxes and financials in order.
He might meet with a manufacturer one day and a real estate investor the next, but their goals center on minimizing tax impact and building a healthy balance sheet.
For Michael's professional clients, this is especially important due to potentially complex compensation, risk management and succession issues.
Practicing since 1998, Michael decided to focus his practice on high net worth tax clients and closely held companies at LSL CPAs because of the complexity and multiple advisory needs.
He might meet with a manufacturer one day and a real estate investor the next, but their goals center on minimizing tax impact and building a healthy balance sheet.
For Michael's professional clients, this is especially important due to potentially complex compensation, risk management and succession issues.
Practicing since 1998, Michael decided to focus his practice on high net worth tax clients and closely held companies at LSL CPAs because of the complexity and multiple advisory needs.
Securely send files to a member of our team in a few quick clicks.
Security is our utmost priority and with this link we ensure it is efficient and easy for our clients as well.
Our web portal offers a convenient, safe, and effective account access and is also accessible on-the-go with anywhere, anytime access and a common core database.
The ShareFile Portal was a tool that had been used to facilitate the transmission of sensitive data files between our clients and our Brea and Sacramento offices.
Security is our utmost priority and with this link we ensure it is efficient and easy for our clients as well.
Our web portal offers a convenient, safe, and effective account access and is also accessible on-the-go with anywhere, anytime access and a common core database.
The ShareFile Portal was a tool that had been used to facilitate the transmission of sensitive data files between our clients and our Brea and Sacramento offices.
Tap into our team of industry & product experts for your Custom Report Automation solutions.
We're committed to providing the guidance, tools, and services that foster lifelong success for your finance team.
Reduce repetitive, redundant manual workflows by automating certain accounting processes and get your Financial Statements, Budget Book, Controller's Report out now.
Super-power your spreadsheets with customized templates giving you accurate data you can use to make quicker, stronger decisions.
We're committed to providing the guidance, tools, and services that foster lifelong success for your finance team.
Reduce repetitive, redundant manual workflows by automating certain accounting processes and get your Financial Statements, Budget Book, Controller's Report out now.
Super-power your spreadsheets with customized templates giving you accurate data you can use to make quicker, stronger decisions.
Whether you need audited, reviewed or compiled financial statements, we'll prepare them under GAAP standards to satisfy lender requirements.
Corporate income tax planning and preparation, and owner's personal tax planning and preparation.
We consult on special projects that require particular industry knowledge applied to state taxation and IRS case law.
Our tax team is experienced in reviewing commission and demo reporting as part of payroll as well as issues unique to dealerships such as LIFO accounting and SWIM elections, Escheat reporting and the tax treatment of extended service contracts.
Corporate income tax planning and preparation, and owner's personal tax planning and preparation.
We consult on special projects that require particular industry knowledge applied to state taxation and IRS case law.
Our tax team is experienced in reviewing commission and demo reporting as part of payroll as well as issues unique to dealerships such as LIFO accounting and SWIM elections, Escheat reporting and the tax treatment of extended service contracts.
Meeting your challenges head-on and creating new opportunities is what we love about entrepreneurs!.
We love being your 'behind the scenes' support to get things done.
Whether you need financial reporting and tax services to meet compliance requirements, or are looking for more help with the monthly tasks and guidance on long-term strategies, we have solutions to fit your needs.
We'll take care of your 'must-haves' - whether it's performing an audit or review of your financial statements if needed by your lender, preparation of your corporate and personal tax returns, or auditing your 401k plan.
We love being your 'behind the scenes' support to get things done.
Whether you need financial reporting and tax services to meet compliance requirements, or are looking for more help with the monthly tasks and guidance on long-term strategies, we have solutions to fit your needs.
We'll take care of your 'must-haves' - whether it's performing an audit or review of your financial statements if needed by your lender, preparation of your corporate and personal tax returns, or auditing your 401k plan.
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