A Boutique Accounting and Tax Firm
Dependable Account Solutions
Finances are an inevitable part of life, whether you're an individual or a business owner. But when you work with a firm like ours, our dedicated team of tax and accounting professionals ensures you have one less thing to worry about.
We can help if you're looking for an affordable way to manage your money or if it's time to get a clear picture of your finances so you can make wise decisions about your financial future.
Bookkeeping Services
Do you need help keeping up with your company's financial transactions?
As your bookkeeper, we will regularly record and monitor your company's financial transactions, organizing them into clear accounts.
Individual and Business Tax Preparation Services
Do you need help dealing with income tax and other taxes on your business?
As your tax accountant, we will evaluate your individual and business tax situation, guide you through any challenges, and work to minimize your tax liability.
Tax Planning Services
Do you need help preparing your taxes?
We will analyze your financial situation to ensure everything works together and create an annual, quarterly, or monthly tax plan that meets your needs.
Payroll Processing Services
Do you need help ensuring accuracy in tax rates and regulatory information?
We will keep accurate financial records of employee income, deductions, and bonuses as part of our payroll services.
Budgeting & Forecasting Services
Do you need help planning your finances?
With our forecasting and budgeting services, we'll create a financial game plan and offer suggestions on how to manage your budget going forward.
Financial Reporting Services
Do you need help tracking, analyzing, and reporting your business income?
With our financial reporting services, we'll help you make informed business decisions with accurate financial statements, including income statements, balance sheets, and statements of cash flow.
Virtual CFO Services
Do you need help managing the controller and bookkeeping staff you currently have to guarantee that every process has a number of checks and balances to strengthen security and present accurate financials?
With the help of our virtual CFO services, we make sure your company is running as efficiently as possible by utilizing the right and more recent financial software.
Business Formation Services
To make sure you dont forget anything, do you need assistance confirming the availability of your business name, creating articles of organization, organizing, and submitting your documents to the secretary of state?
You can successfully launch your business with our assistance in business formation!
Why Our Clients Rave About Us
"I am grateful for the 2021 tax services I received from Valerie. What I Really loved was the open lines of communication during the bumps in the roads. Facing challenges of missing documents I was completely overwhelmed. Valerie ensured me that all would be handled in a timely manner. I was also explained in detail what I needed to do to help the process along. I felt secure by her services and I will definitely be back in the future."
Corinne Jacobo
"I've used Valerie for my tax services for a few years now. She is so professional & always goes out of her way to make sure things are done correctly. I would refer her to family & will be using her for years to come."
Gina Escobedo
"I have been using Valerie Rangel for year for my annual returns. She is very responsive and knowledgeable. She is patient with my questions and happy to jump on the phone when needed. Her advice is helpful and professional."
Lisa Falson
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