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People from various industries

About us

Since 2011, we have been providing financial services to individuals and companies. As a business, we focus primarily on tax preparation and bookkeeping for individuals, small businesses, small nonprofits, and certain Trusts; we also offer ongoing consulting services. Bookkeeping and tax returns can be very scary for some people, and we believe in bridging the gap and empowering our clients to take over their books (if that is something they want to do). For clients who are new to business or accounting, we recommend and set up accounting software, train them how to use the software, and create templates and instructional pdfs. 

 

For long-term bookkeeping clients, we offer monthly, quarterly, or annual bookkeeping services. 

 

Tax and accounting laws can be confusing and are continually changing. You are busy running a business or having a life or have no desire to stay current on new regulations and legislation. That is where we come in; by keeping current on tax laws and legislation, we are in a position to identify key tax planning opportunities that reduce or eliminate both your current and future tax liabilities. We provide our clients with the expertise and knowledge that they deserve throughout the year.

 

If you enjoy preparing your tax returns but want that final person to review them, we offer that as well. Alternatively, maybe, you are working with a new preparer, and they are unable to answer your questions or provide the advice you need or want. We can be that second set of eyes that will help review your tax return line by line and offer suggestions.

 

Please see the "Services" tab to understand more about the services offered or reach out via e-mail for a consultation or book online.

Our 
Mission

To be our client's first stop for all tax and accounting strategies.

To ensure clients can take advantage of the rules that allow them to save on their taxes and plan for their best financial future while remaining compliant with the IRS, state agencies, and other officials internally and externally.

Financial health involves multiple professionals working together to achieve the client's goal. Our goal is to be the key piece in the financial health of small businesses, high-net-worth individuals, and small nonprofits by providing quality tax and accounting services.

Our 
Vision

Remain a boutique firm focused on bringing value to our US and worldwide US ex-pat clients through innovative and practical solutions that contribute to their success.

Our 
Values

Client Focus – we want to create lasting relationships with our clients

Quality of Work – we aim always to provide work you can trust, backed by years of experience combined with a love of continued education and growth.

Honesty & Integrity – we believe in doing the right thing for our clients by operating honestly and professionally and expect the same from our clients.

Understanding – taxes are not for everyone; some people enjoy the process, and others don't; we try to meet you where you are.

Sustainability – virtual environment to help reduce the amount of paper required to complete a return and helps us be accessible nationwide and internationally.

Financial empowerment - we give back to organizations and partner with professionals who promote education and development around financial literacy and help women pursue careers in finance and financial services.

Community Involvement/Professional Organizations

As a minority and female-owned business, we are involved in many professional organizations that help women and minorities. As a member of and former volunteer board member for Financial Women of San Francisco (FWSF), part of the organization's mission is to inspire young women in finance through scholarships, mentoring, and networking. As a member of AICPA and NATP, we have the resources and education of the top professional accounting and tax agencies.

Certifications and Achievements

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