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.

Tax and Financial Planning for Multi-Generational Caretaking for Southern California Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Southern California.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that...

David Barnes’s Primer on Sports Betting and Taxes

Just less than five years ago, certain sports figures were being threatened with suspension for even APPEARING at collectibles events in which a sports betting company was a sponsor.Now there is an NFL-endorsed provider of sports betting (for those states in which it...

The Why and How Behind Procrastination – Something for Southern California Friends to Consider

Stress.Anxiety. Unease. Worry.And a pinch of aggravation just to round it all out.No, I'm not talking about the upcoming May 17th federal tax deadline.Or am I?For millions of Americans every year, the tax filing deadline points to a much bigger issue. An issue so...

David Barnes’s Tax Scams 2021 Edition: The Big 12

Alright, Southern California readers, before we jump into the tax scams 2021 edition, let’s circle back on some info we posted about recently ... the IRS sent out a lot of moolah last week -- and, if you have children, you might have received some.Note: If you...

IRS Scammers Are Targeting Vulnerable Southern California Taxpayers

You probably already know this.If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...

IRS Audits Planned To Increase 50% In 2021 by David Barnes

So, this is flying under the radar in the ending of 2020 ... an IRS official just publicly stated that they are massively ramping up audits next year.It was at an event for the AICPA (American Institute of Certified Professional Accounts), and it happened Tuesday:“The...

Key Tips For Southern California Newlyweds On Marriage and Taxes

Do you know what the number one month is for weddings? Check today's date and there it is: June.With that fact in mind, I'm not sure where you currently fall on the wedding spectrum...Are many of your friends getting married? Are your friends' kids getting married?...

The Tax Trap Southern California Side Hustlers Need to Know About

These days, it seems like everybody and their uncle has a “side hustle.”From delivering for Uber Eats and Instacart to selling crafts on Etsy to teaching English online to renting out your front yard for dog parties on Sniffspot (yes, this is a real thing), there...

David Barnes’ Insights on How to Choose the Right Health Insurance Plan

November has officially begun.Decisions are upon us. All of the normal holiday decisions, like which Lego set to buy the little one or which relatives to invite (or not invite) for Thanksgiving dinner, are dancing through our heads as the seasons change.But not only...

Time To Dream With Your Friendly Southern California Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

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!