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Services

Accounting services

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Bookkeeping services

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Monthly bookkeeping

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QuickBooks/Xero setup

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Payroll services

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Business tax preparation

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Tax planning

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Tax services

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Languages

English

Service areas

Rolling Hills Estates, CA

Credentials

Bachelor’s in AccountingMBADoctorate in Organizational Management (in progress)

Client types

Client types
IndividualsSmall businessesBusinessesSmall to mid-sized businessesService-based businesses
Industries
Service industriesOther (open to any client comfortable with cloud-based accounting)Service industryConsultingReal estateOther service-based businesses

Tax focus

Individual taxBusiness tax (Form 1120S, Form 1065, Schedule C)Business taxS-CorporationsPartnershipsSole proprietorsReal estate investmentsHome ownership deductions

Software tools

Cloud-based accounting softwareCloud accounting software (unspecified)