Businesses

The following services are offered Monthly, Quarterly or Annually.

Profit and Loss Statements.

Balance Sheet.

General Ledger.

Bank Reconciliation.

Payroll Checkwriting Services.

After the Fact Payroll.

Federal & State Payroll Tax Preparation.

Sales Tax Preparation.

Cash Flow Analysis.

Financial Counseling.

Property Tax Statements.

Taxes

Complete Tax Planning.

Individual: Federal and California Tax Preparation (1040 & 540).

Corporation: Federal and California Tax Preparation (1120, 1120S, 100 & 100s).

Partnership: Federal and California Tax Preparation (1065 & 565).

Trust: Federal and California Tax Preparation (1041 & 541).

Non Profit: Federal and California Tax Preparation (990 & 199).

Other States' Tax Preparation.

 

 

Financial Services

 Retirement Planning.

Investments in Mutual Funds (Bond and Equity).

IRA’s (Traditional and Roth).

Annuities (Fixed and Variable).

Retirement Plans for Small Businesses (SEP, Simple, Profit Sharing, Keogh).

Securities offered through Empire Securities Corporation of Southern California.

 

Insurance

Coming Soon