Our Expertise

We have the tools and the staff to meet all your accounting and finance needs.

As a full-service certified public accounting firm, we have the ability to meet all of your accounting needs from periodic reporting requirements to payroll services, full-charge bookkeeping, financial statements, and income tax preparation. We have the tools and staff to support your business requirements on a yearly, quarterly, monthly, weekly or daily basis as needed.

We are also pleased to have staff fluent in Spanish and Portuguese for those individuals or business clients with language preferences.**

Industries We Serve

  • Agriculture: Dairies, Livestock, Orchards, Vineyards, Field Crops, Labor Contractors
  • Construction: Generals, Framing, Tile & Stone, Plumbing, Electrical, Paint, HVAC
  • Manufacturing: Milk Processing, Musical Instruments, Cabinets & Counters
  • Retail: Grocery, Clothing & Apparel, Restaurants, Gifts
  • Professional: Medical, Dental, Law, Real Estate, Homeowner Associations, Banking, Property Investors, Property Management, Beauty

Services We Offer

  • Tax Preparation for Individuals, Partnerships, LLC’s, Corporations, SCorporations, Trusts and Estates
  • Accounting Services including Bookkeeping, Analysis & Review, Payroll & Payroll Reports, Workers’ Compensation, Sales/Mill Tax, Loan Packages
  • Financial Statement Preparation
  • Reviews & Audits: Small Businesses, Homeowner’s Associations, Non Profit Organizations, Employee Benefit Plans, Local Governments, HUD
  • Business Succession Planning
  • Financial Planning *
  • Investment & Retirement Services *
  • Retirement Plan Design & Implementation *
  • Estate Planning – Wealth Preservation Planning
  • Executive Compensation Plans for the Highly Compensated
  • Use of Family Limited Partnerships for Continuity of Management
  • Business Entity Selection


* Securities offered through 1st Global Capital Corp., Member NASD/SIPC Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the state of California. This is not an offer to sell or solicit securities in any other state or jurisdiction.

Insurance services offered through 1st Global Insurance Services, Inc.
California Insurance License #0C88211

** Not available for financial services.