Services

Accounting & Bookkeeping services for small businesses

Accounts Receivable Accounts Receivable
Want to ensure you get paid on time? I can monitor your accounts receivable to track your income and proactively follow up on amounts you are owed.

Accounts Payable Accounts Payable
Want to be on top of your spending and ensure bills are accurate are paid timely? I can monitor your accounts payable to ensure your expenses are accurate and paid on time.

Payroll Management Payroll Management
Need to keep track of your payroll data? I can calculate hours, vacation, sick and holiday for your employees and submit it to your payroll provider.

Inventory Management Inventory Management
Need more accurate tracking of your inventory? I can help overseeing inventory ordering, purchases and amount on hands to ensure cost of sales is reflected accurately in your books.

Bank and Credit Card Reconciliation Bank and Credit Card Reconciliation
Want to stay up to date with your income and expenses? I can ensure your book records match bank statement for accurate income and expenses tracking and cash flow management.

Financial Statements Analytics and Review Financial Statements Analytics and Review
Want to stay on top of your financial position? I can help you to see a big picture of your financial situation in order for you to make timely and informed decision regarding you financial strategy.

Bookkeeping Catch-up Projects Bookkeeping Catch-up Projects
Buried with work and can’t keep up with your growing business? Let me fix and clean up your books.

Taxes for Individuals and Businesses

For many taxpayers dealing with income tax return can be very frustrating, time-consuming and challenging task as it generally hard to keep up with continually changing tax forms, laws and regulations. Fortunately, you don’t have to handle it on your own. I can prepare and file your income tax return, manage your taxes throughout the year and ensure you are doing a right taxation decision for you and your business.
I specialize in a broad range of tax services including individual and business taxes, tax panning, stock options, ESPP and RSUs, startup consulting, back taxes and more.
Some of the areas I cover are described below.

Individual Taxes

  • Form 1040 U.S. Individual Income Tax Return and all associated forms
  • Form 1040A U.S. Individual Income Tax Return and all associated forms
  • Form 1040EZ Income Tax Return for Single and Joint Filers With No Dependents and all associated forms
  • Form 1040NR U.S. Nonresident Alien Income Tax Return and all associated forms
  • Form 1040NR-EZ U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents and all associated forms
  • Form 4868, Application for Automatic Extension of Time to File U.S. Individual Tax Return and all associated forms

Business Taxes

  • Form 1040 Schedule C, Profit or Loss From Business (Sole Proprietorship) and all associated forms
  • Form 1065, U.S. Return of Partnership Income and all associated forms
  • Form 1120, U.S. Corporation Income Tax Return and all associated forms
  • Form 1120-S, U.S. Income Tax Return for an S Corporation and all associated forms

State & Local Taxes

  • Income tax returns for California
  • City & Local income tax returns
  • Sales & Use tax return
  • Form 571-l, Business Property Tax return

Accounting Solution Setup and Maintenance

Are you new business owner who needs help with accounting system set up? I’m certified pro-advisor for major small business accounting systems such as Quickbooks, Xero, Wevo and Freshbooks. Let me help you to find the right accounting solution that best suits your business and accounting needs. Need ongoing support with your accounting software? I can train you and your staff and provide all the ongoing support you need to make the most of your accounting system.

Bookkeeping for Startups

If you just started your business it is important to properly set up and maintain your accounting system to avoid any problems down the road. In addition, having startup will require you to periodically update your stakeholders i.e. management, investors and creditors about your financial position. Let me handle it for you! I can establish bookkeeping system for you including set up chart of accounts, connect you bank accounts, import your customers and suppliers and more. If you already have bookkeeping system but not sure how to use it, I can provide software recommendation that best fits your business structure and needs.