Bookkeeping
We offer bookkeeping for fixed monthly rates.
*Monthly integration
*Monthly reconciliation
*Payroll and Payroll taxes
Tax Preparation
Individual and Business Returns integrated with other services.
Please inquire regarding our custom designed programs. We are different, we want lasting relationships and design our programs to your specific needs. Clients want more than just tax preparation and we are here to provide that relationship and support your journey towards your goals.
Testimonials
Thank you so much for our appointment yesterday. It really helped my husband and me to sort out a proper course of action financially. It felt safe for us to discuss our financial complexities with you I know we pay you to help us with our taxes, and help us follow financial laws, but you might get a tip for counseling too! (good listening). Thank you again very much! BB, Rohnert Park, CA
Ann Marie Carinalli is extremely competent, professional, accurate, informed, and conscientious in her work. She is also very easy to talk to. She makes it easy to understand the ins and outs of my tax preparation and business accounting. AEA, Santa Rosa, CA
How to become a client
Send us an inquiry and we can explore your needs and if our firm is a good fit.