About Us Tax Return Preparation and Planning
Barbara Willingham, EA is experienced in all areas of tax preparation, including individual, small business, partnerships, corporations, estates, and trusts. Ana Duke is a California Tax Education Council Registered Tax Preparer and a Professional Associate of CSEA (California Society of Enrolled Agents). She is studying and preparing for the Enrolled Agent designation, to be completed in 2012. In most cases your return is prepared during your comprehensive interview. We use the highest quality computers and software so that your return is complete, correct and timely.
The tax laws are very complex. We think you deserve to understand the laws that apply to you. We can walk you through the things you don't understand. Many clients like to come in and ask questions before they make a major decision such as selling an asset, drawing money from a retirement account, buying a home, etc.
For more information on Enrolled Agents (EA) visit the National Association of Enrolled Agents.
Bookkeeping and Payroll
Marlene Lewis is a "Full Charge Bookkeeper" which means your books are in good hands. A Full Charge Bookkeeper is responsible for all bookkeeping and accounting functions through the financial statements. This includes accounts receivable, invoicing, accounts payable, bank reconciliation, payroll processing and reporting, sales tax reporting and the incorporation of these sub ledgers into the general ledger, or books of the company. From these books the Financial Statements are produces which include but are not limited to the Balance Sheet and the Profit and Loss Statement.
When it comes to payroll service, our goal is to make it easy on you. We give you the choice of how you want your payroll delivered to you.
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