Our Other Services

Specific circumstances and occasions require other types of financial based reporting to complement existing accounting and tax preparation services.  We offer our clients financial and accounting reporting unique to particular situations, industries, and niches.

Quality of our Work… 
It is our Attention to Detail
that sets our work apart from others

“In the absence of the gold standard, there is no way to protect savings from confiscation through inflation. There is no safe store of value.”  – Alan Greenspan


Budget forecasting, tax planning, reforming and selling of businesses, are all events that lend themselves to further in-depth reporting.  Gathering and interpreting financial data is essential to the support and success of all profitable organizations.  Our other financial reporting services include:  

  • Research and Development Tax Credit Study Report – The R&D tax credit is for taxpayers of any size that design, develop or improve products, processes, techniques, formulas or software.  The report calculates the amount of credit available based on research activities and expenditures.
  • California Homeowners Reserve Study Report – A reserve study provides a current estimate of the costs of repairing and replacing major common area components over the long term.  The report is prepared through examination of the associations’s repair and replacement obligations, costs and timing of replacement, and the availability of necessary cash resources.

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