Services

WE COME TO YOU!

We do your taxes

  • In the comfort of your own home
  • At any requested destination or
  • Through our mobile app.

We will help gather all necessary tax documents and complete a thorough interview to understand your tax situation so we don’t miss any deductions or credits.

We provide our customers with fast e-file, an option for direct deposit, a copy of their tax return and valuable tax planning advice for next year at no additional cost.

We prepare individual and self employed tax returns with all forms and schedules. We offer quality service and conduct a thorough interview to examine if any credits or deductions apply to your return.

We analyze your current financial situation/plan from a tax perspective and create a plan to ensure tax efficiency. Our goal is to reduce your tax liability by implementing key strategies to maximize your deductions while considering financial sustainability.

We handle bookkeeping services through QuickBooks Online. Duties include:

  • Making journal entries for all receipts, payments, and other financial transactions.
  • Filing source documents for all journal entries recorded.
  • Posting journal entries to ledger accounts.
  • Performing bank reconciliations.
  • Issuing invoices for money that is owed to the organization.
  • Paying accounts on behalf of the organization.
  • Performing other duties as required.

Accounting Services include Bookkeeping Services with the addition of:

  • Preparing financial statements 
  • Analyzing and Summarizing Financial Statements
  • Creating Reports suitable for management decisions.
  • Any other related tasks requested.

We also do Accounting Consulting for small businesses and self employed individuals. Our goal is to help maximize all the benefits for your business while maintaining consistent growth for future years.

Serving Pomona, Ca and nearby Cities

La Verne, San Dimas, Glendora, Walnut, Covina, Diamond Bar, Claremont, Montclair, Ontario, Chino, Eastvale, Rancho Cucamonga, Upland.

Not in the Area?

Not a problem! Use our mobile app to upload your tax documents. It's fast, secure and easy. Just click the button below to start the process. Please feel free to call anytime if you are having trouble.