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Learn More About Our Services

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Accounting Services

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved, and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Financial Statements

We do not provide any accounting services which result in a compilation, review, or audit.  This effort would allow you to rely upon our work. With more than 90,000 CPAs in California, we are certain you can get adequate results elsewhere.  Our goal is to give you an insight into your self prepared reports.

We strive to be compliant with SSARS 21. We can make suggestions about financial statements. However, presently, we do not issue financial statements in compliance with the Financial Accounting Standards Board.

Tax Preparation Services

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.


A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

Send Us a Message

We would love to hear from you!

626 574-2130, 626 446-6973, 888 LVMYCPA

Get clarity on your tax and accounting situation

Call 626 574-2130, 626 446-6973, 888 LVMYCPA