Services
If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further. We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.
Our services encompass nearly every aspect of financial life. We provide tax preparation and planning, bookkeeping, notarial services and related business consulting services.
We come to you either in person or remotely!
We’re MOBILE and we travel within 15 miles radius from our office. We’ll meet you at your home, place of business or to a place that is convenient for you. We have clients out-of-state and all over California that we service year after year. We get most of our business through referrals so we highly value you as our client. We always strive for excellence!
Since our office is home based, we pass on the savings of renting an office building over to you. It’s a win-win situation and make no mistake … we’re technologically equipped and have years of professional experience in the area of services we provide.
Tax Brochure
- Tax Preparation & Planning
- Bookkeeping
- Notary
- Business Consulting
Tax Preparation & Planning
Confused About Taxes?
Tax laws can be overwhelming. Tax software can be time consuming to learn and frustrating. How do you know which tax laws are most beneficial to you? How do you know you are receiving every single legitimate deduction? Why burden yourself with worries and headaches?
And, if you’re like most people, simply hearing the word “taxes” might cause an increase in heart rate, profuse sweating, and dizziness … WE CAN HELP! Let’s face it, we all want tax relief! Working hard all the time and not having anything to show for it at the end of the month is something that we all want to avoid.
The truth is … most people overpay on their taxes. Due to the complexity of the modern tax system, it is virtually impossible for the average individual or business owner to know all the tax reliefs available to them. Besides, you’ve got a million other things to do that take precedence over worrying about your taxes, but for any financial decision that you make, tax ramifications should be a major consideration.
So, let a Tax Professional take the stress out of your tax preparation and leave the worrying to us. Often, the money saved by little known deductions can offset the cost of tax preparation plus the benefit of peace of mind.
Tax Problems
Are you having problems with the IRS?
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete. The IRS problems will not just go away by themselves. They just keep getting worse with penalties and interest being added each day.
If you owe the IRS, you have a very serious problem. It may take the IRS several years to catch up to you, but they’re relentless and have no mercy in collecting all the money that is owed. When the collection process starts, they’ll make your life miserable and literally ruin all aspects of your life.
Don’t panic, we’re here to assist and guide you to be in compliance and current with your taxes.
Books a Mess? No Problem!
If you haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C (Profit or Loss from Business), as well as your personal income tax return. Then we’ll help you set-up an easy system that allows you to keep your books in tip-top shape next year.
3 Easy Steps
We can prepare your taxes or provide you with our services remotely … without you leaving the comfort of your home or place of business.
- Contact us. We’ll provide you exact instruction on what information we need based upon your particular situation.
- You send us the information we requested by mail, fax, or electronically. We’ll call you if we have any questions.
- We’ll then do the work and contact you when the job is completed.
Or, we’ll be glad to set-up a meeting with you personally at your convenience. Evening and weekend appointments are available. We charge a flat fee no matter how long it takes us to prepare your taxes with.no hidden fees and we always have your best interest in mind.
Here’s What You’ll Get . . .
- Your tax return will be checked and rechecked by our experienced tax specialist and the computer software identifying potential problems the IRS may look at more closely and review the math to limit IRS contacts.
- Your tax return will be filed free electronically so you will get your tax refund quicker.
- We will show you potential deductions to limit your tax liability for next year.
- We’re available to answer your questions throughout the year. Unlike some other practitioners, we pick up and return phone calls and respond to text and/or email.
Why Choose Us?
It is our mission to provide every client with a personalized and professionally prepared tax return at a competitive price while utilizing the current tax law to legally minimize your tax liability. We will always have your best interest in mind and will strive to:
- Find you every tax deduction possible legally as the law allows.
- Present you with tax strategies you can utilize as it applies to your particular personal and/or business situation.
- Provide you with exceptional value for all services rendered.
- Provide you with timely response to questions and concerns.
- Present you with innovative approach to reach your personal and/or business financial goals.
- Total honesty and integrity.
We specialized in individual and small businesses (including home-based business, independent contractors, sole proprietorship and working professionals). We provide one-on-one tax and business consulting and we pay attention to details. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. And, perhaps most of all, we listen. You can also contact us at any time with your questions.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Bookkeeping
Many small business owners do not realize the importance of keeping good accounting records. A lot of times, recordkeeping is the task that is neglected the most. But, if you want your business to succeed, grow and prosper, you must know your company’s financial condition so you can make sound business decisions.
We understand that as a small business owner or as an independent contractor you have more important things to do than to keep your own books. We will take care of your books so you can get back to the job of running your business, taking care of your customers/clients, and generating more profits!
In addition, we can also prepare your sales tax, city business tax, unsecured business personal property tax, and payroll tax. We use Quickbooks as accounting software.
We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to contact us whenever you have a question or concern.
Notary Services
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer notarial services and are available when you need us.
WE ARE A MOBILE NOTARY SERVICE PROVIDER AND A CERTIFIED NOTARY SIGNING AGENT !
We can come to your home, place of business or to a location that is more convenient to you.
We can notarize just about any legal documents or forms except when prohibited by law.
Notary Public
Typically, a notary public is an individual in a position of power, that is tasked with verifying the authenticity of important legal documents, paperwork, and transactions. Their primary role is basically to oversee the signing of important paperwork and legal documents and to ensure that people that signed are who they say they are and that they have signed where they were supposed to, when they were supposed to. Usually a notary public is a public official that has been appointed by a state government as an anti-fraudulent method.
Certified Notary Signing Agent
A Notary Signing Agent is a Notary who is specially trained to handle and notarize loan documents. For lenders, Notary signing agents are the critical final link to complete the loan. A Notary signing agent is hired as an independent contractor to ensure that real estate loan documents are executed by the borrower, notarized, and returned for processing on time. Completing this critical part of the loan process enables the loan to be funded.
A certified notary signing agent must be a commissioned notary public, complete a loan signing agent course, pass the certification exam and pass the background check. Our notary public official has been vetted to conduct and perform loan signing notarization for the borrowers.
Difference Between a Notary and a Signing Agent
A notary public simply witnesses signatures — that’s it — and charges per signature witnessed. A loan signing agent witnesses signatures AND knows how to walk a borrower through the loan signing process. That is the difference between a regular notary public and a loan signing agent.
Notary Appointment
When scheduling for a notary public appointment, please ensure that you have all the required forms completely filled-out prior to the appointment date and a valid identification card readily available. This will result in expediting your notarization in a timely manner.
California Notary Acceptable Identification
A California notary public can establish a signer’s identity using the following forms of identification. Keep in mind these forms of identification must either be current or have been issued within the past 5 years.
- An identification card or driver’s license issued by the California Department of Motor Vehicles
- A United States passport
- An inmate identification card issued by the California Department of Corrections and Rehabilitation, if the inmate is in custody in California state prison
- Any form of inmate identification issued by a sheriff’s department, if the inmate is in custody in a local detention facility
A California notary public may also rely on any one of the following forms of identification. These forms of ID must include a photograph, description of the person, signature of the person, and an identifying number.
- A valid consular identification document issued by a consulate from the applicant’s country of citizenship or a valid passport from the applicant’s country of citizenship.
- A driver’s license issued by another state or by a Canadian or Mexican public agency authorized to issue driver’s licenses.
- An identification card issued by another state.
- A United States military identification card (Caution: Current military identification cards might not contain all the required information).
- An employee identification card issued by an agency or office of the State of California, or an agency or office of a city, county, or city and county in California.
- An identification card issued by a federally recognized tribal government.
A work identification card has no expiration and therefore, is not a legitimate form of ID. The ID must contain a signature, physical description, photo and expiration date to be acceptable.
Signer’s ID Not Available
What happens if a signer doesn’t possess one of the forms of identification mentioned on this list? In that case, two credible witnesses will need to vouch for the signer.
Credible Witnesses
Credible witnesses must personally know the signer. In accordance with California law, these individuals are required to present a valid form of identification, take an oath, and sign the notary journal. A credible witness must neither be named in nor benefit financially from the document being signed.
Prohibited Notarial Acts
A notary cannot notarize the document under these circumstances:
- If signer is not physically present.
- If the document contains missing pages or blanks that should be complete at the time of notarization.
- Post-date a notarial certificate or date it earlier than the actual date of notarization.
- If the notarial certificate is blank.
- If the signer cannot be positively identified through personal knowledge or satisfactory evidence of identification.
- If the document is not “original,” bearing the signer’s original signature.
- If the required notarial act is not indicated by the document, the signer or someone connected to the document.
Notaries Cannot:
- Authenticate or validate objects.
- Give advice or opinions that should be given by an attorney.
- Proceed with a notarization if the signer appears confused or mentally incapable of understanding the transaction.
- May not proceed with notarization if they think the transaction is illegal.
Examples of Documents that Cannot be Notarized are:
- Birth and Death Certificates. These are recordable documents and a certified copy can only be issued by the governmental agency. However, a notary public has the authority to certify copies of original documents that are not recordable in the public records.
- Photographs. Notarizing photographs is not an authorized notarial act. However, we can notarize a statement about a photograph with the photograph as an attachment.
- Names that don’t match. The name on the document does not match the name on the ID.
- Documents with blanks. Documents must be complete and have no blank spaces. However, if there are blanks that are to be left blank, the signer will be asked to insert “to be added later” or “N/A”.
- Faxed or copied signatures. A photocopied signature may never be notarized.
- Backdate or forward date a notarization. We cannot backdate or forward notarization date. The document can bear the date it is created or becomes effective but document is notarized with the date the day of notarization.
- Preparing or choosing the document. Notaries are prohibited from preparing or choosing the documents for signing. The only forms we have are notarization forms when one isn’t provided with the document to be notarized.
Loan Signing Notary Services
Coverage Areas: Most cities in the Inland Valley region. Contact us if we cover your location.
Loan Signing Fees: Fee varies by signing destination. For pricing, contact us.
Office Hours: By appointment only – evenings and weekends available. Contact us to set-up an appointment.
Maximum Notary Fees Schedule (Set by the Secretary State of California)
Acknowledgments = $15 per signature
Jurats = $15 per individual taking oath or affirmation and includes certificate
Depositions = $30 plus $7 for each oath to a witness and $7 for the certificate
Certified Copy of Power of Attorney = $15 each
Immigration Forms = $15 per individual for each set of forms
Copy of Journal Entry = $0.30 cents per entry
Voting Materials & Military Veterans = $0 (Free)
* Travel Fees = $30 and up, depending upon the signing location (not state regulated)
DISCLAMER
“WE ARE NOT ATTORNEYS LICENSED TO PRACTICE LAW IN ANY STATE AND MAY NOT GIVE LEGAL ADVICE NOR ACCEPT FEES FOR LEGAL ADVICE. WE CANNOT GIVE ANY ADVICE ON PREPARATION, DRAFT OR SELECTION OF LEGAL DOCUMENTS.”
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
New Business Formation
Helping You Build the Foundation for Successful Business
The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. As an entrepreneur, you’re probably a “big picture” person with a vision. You’d rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that we’re here to help you figure it out.
Planning for Success – And Profit
The keys to a successful – and profitable – business are meticulous planning and a methodical approach to running your business. Failing to do this in the initial stages of business formation is often a recipe for disaster and it’s the reason most businesses fail. Don’t let it happen to you.
What We’ll Do For You?
- Determine which business entity best meets your goals and minimizes tax liability
- Set up an accounting system using software that works for you
- Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, unsecured personal property tax and Federal EIN (Employer Identification No.)
- Prepare annual tax returns and quarterly estimated taxes as needed
- Assist you in filing paperwork for state and local licenses and permits as required
- Assess your business insurance needs
- And many more . . . contact us !
The above items are just some of the work we can do for you. You can customize the type of services you would like to receive based upon your need. Again, the key to a successful business is preparation and planning so be informed and know what you need to avoid costly mistakes.
DISCLAIMER: WE ARE NOT ATTORNEYS AND CANNOT GIVE NOR PROVIDE ANY LEGAL ADVICE.
Document Preparation
Completing forms and applications can be confusing and overwhelming especially if there are a lot of questions you are not familiar with. We can assist in document preparation, compilation and packaging of your form, application or report. Some of the areas we can assist you with are:
- SBA Loan Packaging
- Business Loans
- Tax Audit
- PPP Forgiveness
- Lease Agreement
- Student Loans
- Immigration Forms
- Bankruptcy Forms
- And Many More … Contact Us!
DISCLAIMER: WE ARE NOT ATTORNEYS AND CANNOT GIVE NOR PROVIDE ANY LEGAL ADVICE.