Our firm provides a full range of tax, investment, and business services to our clients. Our unique blend of services and expertise set us apart from the typical tax or accounting office as we also provide investment and retirement planning and solutions. We are also quite different from the typical investment broker since we also have a firm grasp on the tax consequences of various investment approaches. We have been in business in Amador County since 1990.
Tax Services
Our firm provides income tax preparation services and we are fully automated to provide the most technologically advanced and secure e-file services. Our e-file capabilities include the IRS as well as all states that have e-file capability.
In addition to tax preparation, our firm has an enrolled agent (EA) on staff who is authorized to represent taxpayers before the IRS in all administrative matters. This includes audit, appeals, collection problems, offer in compromise, negotiating installment agreements, etc. We also have the ability to file back tax returns and resolve many tax controversy issues with the IRS and Franchise Tax Board.
We have experience and expertise in tax preparation for individual, partnership, corporation, S-corporation, LLC, trusts, and tax-exempt organizations.
Business Services
Business services involve providing small business with record keeping and payroll support services, such as bookkeeping, billing, receivables, Quickbooks software, payroll software,etc. We can also perform analysis and consulting on computerized accounting systems, or provide financial analysis of small business performance.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Investment and Insurance Services
- Retirement Planning and Retirement Plan Products, including IRA’s, annuities, and qualified retirement plan programs
- Retirement income distribution strategies
- Traditional investment brokerage products and services
- Tax-oriented investment solutions, including tax deferred (1031) exchange programs; energy-related investments; tax-credit investment vehicles; tax-free and tax-deferred income and/or growth strategies; as well as various tax deferred programs and strategies including college funding, retirement plans, TSA's; and tax-efficient investment strategies.
- Managed portfolios and fee-based investment programs
- Life insurance and annuities
While we are independent, we have allied ourselves with industry leaders to bring appropriate expertise to bear in helping our clients. To better serve you, we have allied with
Rios and Associates who has assembled an outstanding team of financial professionals and provides a wide array of financial services expertise.
