Let's Talk: (562) 916-3320 Mon-Fri: 8AM-5PM Sat & Sun: by appointment
We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers • New Business formation • Business Valuation • Internal Controls • Audits, Reviews, and Compilations Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning Business Planning • Financial Management • Risk Management Our relationships with clients extend beyond financial recordkeeping and reporting We understand the dynamics that affect their personal and professional lives We listen to their goals and dreams We work collaboratively to develop plans that transform ambitions into reality
Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies
Dennis Tisdale was an absolute pleasure to work with: professional, courteous, and friendly
Dennis Tisdale is competent, approachable, efficient, and delightfully personable He always makes time to address my questions in a very timely manner
Dennis Tisdale patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year He is professional, friendly, and keeps everything simple
Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value
First consultation is free