"The
privilege of doing your own business comes with the responsibility of
maintaining books and records in accordance with generally accepted
accounting principles or GAAP. If you fail to maintain your books and
records, the taxing authority could make an assessment of your income
and sales and their assessment is not always in your favor."
I have provided tax preparation and tax planning services for over 20
years to individuals and small businesses. Initially, I had started out
as a part-time Tax Preparer back in 1990 when I filed income tax and
sales tax returns. Having earned my Masters degree in Accounting, in
2002 I decided to sit for my CPA exam and started taking classes at
Becker CPA Review. I passed my CPA examination in 2004 when I was
already in the government employment for a number of years. I worked as
an auditor from 2004 to 2009 with the State of California. In 2009, I
felt there was a great demand for experienced auditors and tax
professionals with a niche in the audit representation and compliance
matters, I started my full time practice as a Certified Public
Accountant.
With
my experience on the other side of the isle, I have the business
insight to help you in your personal financial situation as well as your
small business issues that include matters related to Real Estate
Broker Compliance with the Department of Real Estate, State Income &
Sales Tax Audits, and the IRS audit representation, practice of
taxation, accounting & book-keeping.
With
over twenty (20) years of experience in the tax preparation area, a CPA
certificate, and several years of experience on my back as a former
government auditor, I am now in the profession of helping small
businesses and individuals in their tax related matters and compliance
issues.
With
my knowledge, experience and ability to help individuals and businesses
in their tax and accounting matters and especially real estate
professionals in their taxation and real estate compliance matters, I am
ready and willing to provide a service that is none less than
excellent. When you contact my office, I will personally return your
call and discuss your situation to find a solution for you. Whereas
some people might believe that a CPA?s services are more expensive than
many low cost professionals out there, I want to assure my clients that
they?ll receive a professional service at a very reasonable price, and
always a free review of their past tax returns at my office. A past
review of tax returns can sometimes achieve significant refunds by
filing amended tax returns. You will be amazed how many people have
called us to review their past returns when their referring friends told
them about it because friends have greatly benefitted.
I
am enthusiastic about the challenge of helping clients by managing
their personal and business financial matters with tax and accounting
services and in matters of compliance to the law. In addition to
proactive tax preparation and planning, I continue to identify resources
I can provide or recommend to my clients to achieve their goals.
