For Small Businesses

Small Business Services

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What our Clients are saying

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

Trump’s Tax Returns Are Not The Real Story by David Barnes

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues. And I might have a take today that could surprise you. I am not interested in getting into…

The Value of Specialized Knowledge For Southern California Taxpayers Dealing With The IRS

We hear from clients, Southern California business owners and families all the time who are facing a MOUNTAIN of stress over their finances. Because the fact of the matter is that when you are facing IRS debt, you’re likely also facing many other kinds of debt….

Truth and Fiction About the Trump Payroll Tax Cuts For Southern California Taxpayers

Right now we’re living through an age in which media trust has been thoroughly decimated. “Expert” authority itself is being questioned (in many cases, rightly), and misinformation is rampant. That’s perhaps one of the reasons I’ve…

David Barnes’s Seven Negative Results And Six Painful Consequences For Unfiled Tax Returns

The IRS just began receiving tax returns this week, and Tax Preparers all over the nation are cranking and grooving along, finding all kinds of savings on behalf of clients … as well as chomping at the bit to help them on THIS year’s taxes. The buzz around…

David Barnes on Patterns and Habit, via Parable

Last week I wrote about worry, and this week … well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You…

4 Things Southern California Crypto Traders Need to Know About Cryptocurrency Taxation

Memorial Day weekend can sometimes feel a little … jarring. Burgers, pools, picnics — set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have our freedoms. However, if you get the…

Southern California Taxpayers, How to Get 2021 Tax Filing Documents in Order

Before I jump into discussing tax filing documents, I hope it’s okay that I spare you all of the “new year, new you” stuff. If you’re anything like me, you’re being inundated with rehashed well-wishes and generic, happy-clappy “time to…

Three FAFSA Tips to Help Southern California Taxpayers Get Their High School Grads Ready for College

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things. I often write about “financial independence” this time of year (yes, I like the puns) … and when I do, invariably I get contacted by a few clients (or former…

New Ideas For Southern California Students To Pay For College

I recently wrote about the cost of raising children, but there was one glaring omission: college. But imagine if you had sent your son to Morehouse College. Here’s what happened there this month… On Sunday, May 19th, investor and philanthropist, Robert F….

Nine Crucial Questions To Prepare Southern California Taxpayers For Their 2020 Taxes

First some important reminders for all Southern California taxpayers, then I have a bunch of questions to which I’d like you to respond… Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is…

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!