History
After remodeling my home in 2003, I decided to go out on my own and work from home. After starting with a couple of bookkeeping and tax clients, my business expanded mostly through word of mouth. My clients have needed everything from 1040s to their yearly workers compensation insurance audits, to individual audits, to amended returns, to retirement help (Executor/Trustee). I have taught number of small business owners how to use QuickBooks as well as use the software for my monthly bookkeeping clients.
Specialties
Offering over 38 years of working with CPAs and other professionals; registered tax preparer, bonded and can help you with: QuickBooks, (all variations) payroll (including direct deposit), A/P, A/R, bank and credit cards,1099s, and chart of accounts set ups. Teaching. Taxes - specializing in payroll taxes, itemized deductions, stocks, small businesses, rental properties & estate planning. Newly retired? Will help fill out all paperwork to get your retirement monies. New small businesses - Assist with applications for fictitious business name, apply for Employer Identification Number at IRS and EDD (for payroll), Sales Tax application, etc. Not sure? Call or e-mail me to discuss. References available.