Member Since Feb 01, 2000
6320 Canoga Ave Ste 1500 Woodland Hills, CA 91367 91367
We provide Financial Business Management, Tax & Accounting services. Our team supports its client's in the areas of Business Management, Fiduciary Liaison/Estate Management, strategic business and operations consulting, Receivership Administration, Controller, QuickBooks Expert, business and personal accounting, bookkeeping services, Law Firm Accounting and Corporate Consulting. Our firms trusted advisors collaborate with its client’s team of professional advisors for a prosperous future!
Celiac Disease Foundation LupusLA.org Lupus Foundation of America
San Fernando Valley Women's Group
Corporate and Personal Business Management Outsource Controller Services Accountant / Tax Preparation Accounting Services Bookkeeping Law Firm Accounting QuickBooks Consulting Administrative/Office Manager Receivership Administrator Personalized bookkeeping counseling Fiduciary Liaison/ Estate Management: Communication link between the family and corporate/individual Trustee Function as facilitator and implementer of family financial and tax strategies and multi- generational planning Prepare trustee accounting/statements Assist in development of asset allocation with the trustee/investment manager Accounting and Administration Distributions Real Estate Tax Related Responsibility Beneficiaries Communication Personal Management: Personal Bill Payment Records Management Budgeting Cash Flow Management Domestic/Concierge Services Insurance Review and Planning Asset/Property Purchasing Elderly Lifestyle Planning/medical claim filing
Estate Management Family Business Professional Services Manufacturing/Distribution/Supply Chain Law Firms Healthcare Retail Restaurant Home Owner Associations
Whether you're a trusted advisor yourself, or you have a client who is in need of business management, accounting or tax services, please feel free to contact our team. Our firm’s trusted advisors provide business management and tax planning to place you in the best tax position for a prosperous future!