Elk Grove Accounting And Tax Services

Assurance work sits alongside the tax return here: financial statements are prepared and analyzed, then compiled, reviewed or audited. Returns cover individuals, partnerships, S corporations, corporations, and trusts and estates, with tax planning offered as ongoing consultation rather than a filing-season add-on. Payroll runs the full cycle, from new-hire management and direct deposit through payroll tax payments and returns to year-end W-2, 1099 and 1095C reporting, and extends to questions about employment rules. Bookkeeping is pitched as a back-office package, including QuickBooks review.

People starting a business come for choice-of-entity analysis, weighing the structures against what the business actually does. On the personal side, the firm takes on college planning and estate and retirement planning. Clients are start-ups, established organizations and individuals across Elk Grove, Sacramento, Davis and other northern California cities; a second office operates in Davis.