Industries We Serve

Please call to make an appointment 714.602.6949

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Industries We Serve

Food & Beverage
Technology, Cloud Security
Ecommerce & Online Services
Franchiser
Life Sciences & BioPharma
Freight & Distribution
Real Estate & Investments
Financial Services
State and Local Government, Government contractors

Contact Us

	
		
			

				
				
					Please provide your contact details.
					
						
						
					
					
						
						
					
					
				

								
					
													1
												Do you own a business?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													2
												What type of business have you formed?					
								
																																																							
								
					
													3
												What is your total revenue you take per year before any expenses?					
								
																																									
								
					
													4
												Do you have W-2 employees where you pay the payroll taxes?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													5
												Do you have a payroll service?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													6
												What type of industry are you in?					
								
																																																										
				
			
										
								
					
													7
												Do you have a bookkeeping service?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													8
												Are you in need of a trust or estate filing?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													9
												Do you have rental properties?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													10
												Do you have multiple investments in LLCs/Partnerships/etc. where you receive K-1s from these various investments?					
								
				
					
					Yes				
				
					
					No				
			
							
								
					
													11
												Were you referred to anyone specifically?