What we do
End-to-end financial services under one roof.
Business Accounting
S-Corps, C-Corps, partnerships (1065), non-profits, and trust accounts.
Tax Preparation
All federal and state returns — 1120S, 1065, personal and trust returns.
Tax Planning and Strategy
Proactive strategies to minimize tax liability year-round.
IRS Representation
Licensed Enrolled Agents represent you before the IRS, FTB, EDD, and CDTFA.
Payroll and Workers' Comp
Full payroll processing and workers' compensation reporting.
Audits and Sales Tax
Sales tax filings and full audit representation for restaurants, small businesses, and corporations across California.
Legal Document Assistant
Registered Legal Document Assistant corporation in Monterey County.
Entity Formation
Set up your corporation, LLC, or non-profit the right way.
Notary Services
On-site notary services for personal and business documents — by appointment or walk-in.