We help business owners maximize their business' potential by working with them on a regular basis to help formulate business strategies to accomplish financial objectives, then we help them implement the strategies and measurement systems to monitor and achieve results.

We will provide up-to-date tax return preparation and planning services for proprietorships, partnerships, limited liability partnerships, limited liability companies, C corporations, and S corporations. We also deal with special tax issues including consolidated returns, installment sales, methods of accounting, LIFO inventories, and tax-deferred exchanges, among others.

We can also help develop business plans for securing financing.

Using the power of the personal computer, we are automating many activities to improve our effectiveness in our own business. We also help our clients in installing and using these systems.

We help our clients prepare their own financial statements and financial records, or refer them to independent bookkeepers. We subcontract the work for CPA-prepared financial statements.

To find out if we are the right CPAs for you, call Dawn Gray today at (408) 918-3166.

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IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained on this website was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.