This is a Tax firm. We focus on the
tax needs of small business. Employees Jennifer Zhou and Tawni
Berg are CPAs, each with Masters degrees in accounting and
prior experience at “big four” CPA firms. The principal
has a law degree and a Masters in Tax Law.
He is not a CPA5. Thus, this is not a CPA firm. The services provided by
this firm are similar to quality CPA firms (tax
preparation, tax consulting, business consulting, payroll, Quickbooks consulting and bookkeeping). However, we do not
provide compiled, reviewed or audited financial statements,
which can be provided by a CPA firm only. In our
experience, the vast majority of small businesses do not
require these services. A small business would require the
extra expense of these services only if it is required by a
lender or investor. If such services are needed, we are in
contact with other quality firms that can provide these
services.
