​Information/Misc. Tax Return Preparation 

 

Not only are we knowledgeable in preparing multiple income tax returns, we can also help you prepare a plethora of other tax returns.

 

  • 1099
  • W3/W2
  • Sales & Use Tax Returns
  • Payroll Tax Returns
  • Property Tax Returns 
  • FinCEN 114 aka FBAR

​​​​Phone:  (805) 644-1120

Please NO SALES CALLS, serisously, don't make it weird.

Bookkeeping

 

We understand that your time is extremely valuable, that is why we offer bookkeeping services for business clients that want to focus on their industry, and want to leave the tedious recordkeeping to us.

​​​Teresa D. Gruber, CPA


Accounting * Taxes * Planning

​for Individuals, Businesses, & Trusts​

Federal & State Representation

 

If you have received a letter from the IRS or a state agency, don't feel like you have to tackle it on your own. Please contact us and let us know how we can help you with the matter. We have many years or experience contacting them by phone, mail, and fax. Please note we only handle representation for existing tax and business clients.

Payroll

 

Let us simplify the payroll process for you and your business. Not only do we offer live check and direct deposit services, we can also help you with the following:

 

  • Quarterly Payroll Reports
  • Annual Payroll Reports
  • Year-End Payroll Reports
  • W-2's
  • 1099's 
  • Payroll Tax Deposits 

Income Tax Return Preparation

 

 Our goal is to make the income tax return preparation process as seamless and ideal for you as it can be, starting with the tax preparation interview which we offer at our office, via phone, email, or by mail, whichever works best for you. We take the time to learn about your year, and work side by side with you making sure we've touched all bases of your return. Whether you need a tax return prepared for the current year, need us to review a prior year return for errors, or need help filing a prior year, our knowledgeable staff can help you with all of these needs.

 

Below is a list of the income tax returns we can assist you with:

 

  • Income Tax Returns
  • Partnership Returns
  • S Corporate Returns
  • Trust Returns
  • Tax-Exempt Returns

 

QuickBooks

 

Have a QuickBooks question or need to set up QB Desktop or QB Online (QBO)?  We can help.

Financial Statement Preparation

 

Whether you do your bookkeeping in house or have us do your bookkeeping, we offer financial statement preparation in conjunction with business income tax return preparation. If you need a Compiliation, Review, or Audit of your prepared financial statements, we have relationships with CPA firms that handle that step.

Tax Planning

 

Nobody likes to be surprised once a tax year is over. Let us help you prepare for the upcoming tax season by sitting down with you and going over anything new that is currently going on, your current withholdings, a surplus or shortage of cash flow or anything else that you may have a question about.

​​​Services

​

  • Income Tax Return Preparation
  • Information/Misc. Tax Return Preparation
  • Federal and State Representation
  • Bookkeeping
  • Payroll
  • Financial Statement Preparation
  • Income Tax Planning
  • QuickBooks Training and Set-up