Specialized Financial Services
For construction firms and restaurants generating $500k+ in revenue, and real estate professionals looking to expand their portfolios, we provide comprehensive financial solutions that grow with your business.
Our core services include 1099 filing, book cleanup, bookkeeping, payroll, QuickBooks, Payroll, QuickBooks setup, self-employed Schedule C tax, small business income tax return and income tax prep. Skip the 1-800 runaround and talk directly with Loren.
Our Guarantee
If we make an error, we'll fix it at no cost. Every individual or business tax client receives Protection Plus coverage, ensuring peace of mind against potential audits or compliance issues.
Looking For Something Different?
We've got you covered.
While we specialize in construction, restaurant and real estate businesses, we also provide comprehensive financial services to a variety of industries including automotive sales/repair, massage studios, nail shops, hospitality, real estate development, and more.
Contact us to discuss your specific industry needs - we're here to make bookkeeping stress a thing of the past.
Don't Let Financial Complexity Hold Back Your Growth
Tired of juggling multiple financial services while managing job sites or restaurant operations? Worried about compliance with payroll taxes, workers comp audits, or sales tax requirements?
Your business is growing. Your back-office support should too. Deep breath. We've got the financial complexity handled so you can focus on driving revenue.
Common Business Challenges We Solve:
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Drowning in Payroll & HR Tasks?
As an ADP wholesaler, we offer streamlined solutions that cost less than hiring internal staff:
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Full payroll processing and tax compliance
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Modern time tracking that prevents expensive errors
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Complete HR support without the overhead
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Simplified benefits administration
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Sales Tax Giving You Headaches?
Stop worrying about Department of Revenue notices. We handle:
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Automated sales tax filing from your POS system
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Monthly/quarterly submissions on time, every time
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Compliance monitoring to prevent costly mistakes
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Personal and Business Income Tax Returns
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Dealing with IRS Issues?
Every tax client receives built-in protection:
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$1 Million Tax Audit Defense coverage
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Identity Theft Restoration
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Expert IRS representation
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State tax issue resolution
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Buried Under Tax Debt?
Through our Santa Barbara Tax Products Group (SBTPG) partnership, we help you:
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Navigate IRS requirements
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Create manageable payment plans
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Protect your assets
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Stay compliant moving forward
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Helpful Resources:
Start exploring these guides and tools to better understand your options. When you're ready to go deeper, we're here to help.
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ITIN Application Information - Learn what you need and who qualifies
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Tax Debt Resolution - Understand your options and next steps
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Protection Plus Audit Defense - See how your business can be protected
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Protection Plus Audit Resolution Expert - Get professional help resolving IRS tax issues