Our Goal

Provide the Best Accounting and Tax Services for Businesses and Individuals

Accounting and Bookkeeping

Whether your business is a start-up or an established business, I can satisfy your accounting and bookkeeping needs in a timely and cost effective manner, so that you can focus on managing and growing your business. I can establish bookkeeping systems for your business (including accounts receivable and accounts payable) so that you or your employees can perform the bookkeeping functions, or my firm can do both the bookkeeping and accounting for your business. If you do the bookkeeping functions for your business, I can perform the accounting functions necessary to make sure that your financial records are complete and accurate.

Tax Preparation

My philosophy in regards to tax planning is that it should be a year-round strategy. I am continually looking for ways that my individual tax clients can minimize their taxes and to avoid any penalties. I can help you prepare various “what-if” scenarios throughout the year as a way for you to minimize your tax liability for the year. Using this information, I can advise you about how to adjust, if necessary, your estimated tax payments or your salary withholdings. I can also advise you about the tax ramifications of certain transactions that you may be considering, such as the purchase or sale of a home and the timing of the sale of various investments. I can advise you in regards to the shifting of income or expenses from one year to another in order to have them fall in the year that is most advantageous to you, and I can help you with any tax planning associated with a business you may own.

Audit Support

An IRS (California Franchise Tax Board – “FTB”) audit or examination may be a desk review where the IRS/FTB agent requests additional information or documentation or a field review, where the agent examines significantly more information. Such audits or examinations start with a written request from the IRS/FTB. I can support you in such IRS/FTB audits or examinations by helping you assemble any needed information, acting as your representative before the IRS/FTB agent, researching technical issues, responding to IRS/FTB inquiries, and advising you about pertinent matters that may arise during the audit or examination.

Our Philosophy

Thank you for visiting. I am a CPA in Thousand Oaks, California and I believe that the selection of a certified public accountant is one of the most important decisions an individual or business can make. I hope to make that decision easier for you to make. My commitment to excellence allows me to offer a complete array of accounting, tax and consulting services – delivered with a personal touch. I value my role as a trusted partner who knows my business and respects yours. I believe in the value of relationships. I view every client relationship like a partnership, and truly believe that my success is a result of my clients’ success.

Accessibility to my clients is of paramount importance to me because it allows me to deliver my services both timely and accurately. I understand the day-to-day “emergencies” of my clients and do everything possible to solve them as quickly as possible. In fact, most clients receive an answer on their first attempt. This allows clients to have a true sense of comfort when dealing with me.

My job is to enthusiastically embrace the challenges of my clients, providing solutions which increase their profitability and help them keep more of what they make. In addition to providing quality work, the ultimate reward for me is client satisfaction. This may be in the form of providing a monthly financial statement, resolving an IRS matter, tax savings through proper planning, or just helping with a bank reconciliation. Whichever it may be, client satisfaction is what drives me.

If you are looking for a productive relationship with a trusted financial expert, you have come to the right accounting professional.