Firm Profile

We are a cloud based firm founded in 2013 in the heart of Silicon Valley.  Our cloud based concept was designed to save our clients time and also allows us to serve clients nationwide and internationally.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income Tax Preparation for all types of businesses, and individuals
  • IRS and State Audit Representation
  • Payroll Processing and Reporting
  • QuickBooks® Setup, Support and Training
  • Business Startup Services
  • Monthly and Quarterly Bookkeeping
  • Financial Statements - making sure your financial records are timely and accurate

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.