Donald Smith, MBA, EA

We offer a full range of financial, bookkeeping and tax preparation services, including general ledger, sales tax returns, payroll and income tax preparation. Please call for a free estimate.

Financial Statements and Bookkeeping
We offer business owners GAAP (Generally Accepted Accounting Principles) based Income Statements, Balance Sheets, journal entry and general ledger accounting, as well as basic bookkeeping service. Custom financial reports for internal managerial use are available as well.

Sales (Use) Tax Preparation
Many businesses sell goods at retail and must report sales and file a use tax return with the California Board of Equalization. We provide full service sales tax preparation, and keep clients informed of use tax changes and reporting requirements as their business grows.

Payroll Services
Your payroll is handled with care and confidentiality. We use state of the art, high security laser printed checks and offer electronic filing of federal and state returns.

Income Tax Preparation and Tax Planning
No one wants to pay more tax than necessary. We assist with tax planning strategies to allow you to pay the absolute minimum tax required by the IRS and Franchise Tax Board. We have substantial experience with C Corp, S Corp, Trust, Estate, Partnership as well as individual tax returns.

Consulting Services
Consulting services are offered at reasonable rates, and include preparation of Incorporation papers and business optimization services.

Free Services for Clients
We offer many free services to clients, such as obtaining a Federal Employer Identification Number (FEIN). If you are comfortable using the Internet, and can follow the IRS instructions, you can obtain a FEIN yourself at: www.irs.gov

Tax Audit Representation
While we seek to minimize tax audits, we offer clients full tax audit representation for all tax audit and tax compliance issues.