We have the resources, experience, and knowledge to help individuals and businesses with their tax and accounting needs.  Our goal is to take away your stress, so you can enjoy life.  Here are just a few of the ways we can partner with you...

Tax Preparation

We are available to help you with your tax questions and tax preparation needs all year long.  Contact us today to get professional assistance for all of your federal and state tax issues.

  • Business Tax Returns
  • Individual Tax Returns
  • Free Electronic Filing (E-filing)
  • Understand the utmost importance of your privacy
  • Year-round support for all your questions and concerns

Tax Representation

As a CPA, Mr. Lộc is authorized to represent you before the Internal Revenue Service.  He can help you resolve all issues with the IRS or the State of California. Mr. Lộc has the technical expertise and field experience to assist you in all matters of audits, collections, and appeals:

  • Income Tax (Federal / State) Audit representation
  • Negotiate in the release of garnishments or levy
  • Installment agreements
  • Penalty abatement requests
  • Non-filing of personal, business income tax returns

Contact our office for a free consultation by telephone or email.


Tax Planning

It is our mission to see that you pay the minimum amount of tax the law requires. We are constantly researching and monitoring new and existing laws that could affect you. You will get our recommendations for these saving strategies:

  • Retirement investments
  • Splitting or shifting of income / deductions
  • Business choice of entities
  • Structuring your affairs for tax deductions
  • Self-employed income and deductions planning

Accounting Services

Whether you are a business or individual, we offer you custom accounting services that are taylored specifically for your business needs.  Our specialties include:

  • Payroll Services
  • Calculate employee payroll
  • Calculate the payroll taxes (employee's & employer's share)
  • Prepare Quarterly 941s, Department of Labor Forms and State withholding tax returns
  • Prepare annual W-2s and 1099s and report to appropriate agencies
  • Employer quarterly reporting
  • Direct Tax Deposit
  • Start Up Consultation
  • Quickbooks Implementation
  • Bank Reconciliation
  • Maintaining General Ledger
  • Financial Statements

Small Business Consultant

It is our belief that your small business will successfully grow if it has a great start from the beginning in the right direction. Starting a small business has never been easier as we offer to assist you with:

  • Understand and choose the entity that benefits you most
  • Obtaining your business license, fictitious name
  • Applying for required business licenses
  • Incorporating your business
  • Legal / Financial assistance from our partners' firms