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+1 818-241-9020
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315 Arden Ave Ste 10, Glendale, CA, 91203
Glendale
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2.1 miGlendale
2.1 miCommuter Express 549 To Encino
2.2 mi409 Commuter Express to Sunland/Sylmar
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Specialties
We provide services to professionals & closely held businesses including artists, doctors, attorneys, entertainers, real estate brokers & dealers, consultants & business executives. We advise clients on their business & tax problems, including formation, operation and liquidation, entity selection (proprietorship vs. incorporation), business valuation, capitalization, shareholder loans & external financing, executive compensation and pension and profit sharing plans, gifts & trusts, estate tax planning and representation in disputes with various taxing authorities.
Individuals:
* Estate Planning
* Elder Care
Business Services:
* Small Business Accounting
* QuickBooks Services
* Payroll
* Part-Time CFO Services
* Cash Flow Management
* Bank Financing
* Business Valuation
* Strategic Business Planning
* Succession Planning
* New Business Formation
* Non-Profit Organizations
* Internal Controls
Tax Services:
* Tax Preparation
* Tax Planning
* Tax Problems (Back Taxes & IRS Resolution)
History
Established in 1996.
Actively engaged in public accounting for over 30 years. Providing complete tax services including Individual, Corp /S Corp, Partnership and Trusts. Tax problem help available including IRS, FTB, EDD, and State Board of Equalization audit representations.
Full computerized accounting and bookkeeping services using QuickBooks. In-house Payroll Processing.
Financial and Investment Advisory Services.
Specialized in Real Estate and Entertainment Tax issues — Clients include Actors and Production Professionals.
Meet the Business Owner
Edward Y.
Business Owner
I have been in the business for over 30 years and I look forward to working with you.
Graduated from Mercy College, Dobbs Ferry, NY
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Internal Revenue Service Enrolled Agent (EA)
Certified Estate Advisor (CEA)
Certified Senior Advisor (CSA)
Chartered Senior Financial Planner (CSFP)
Licensed Series 6 and 63 Securities
Licensed Real Estate Broker
Certified QuickBooks ProAdvisor
Member of AICPA
Member of California Society of CPA’s
Member of National Association of Enrolled Agents
Member of Society of Certified Senior Advisors
Member of National Association of Financial and Estate Planning
Member of Association of Chartered Senior Financial Planners
Member of American Society of Tax Problem Solvers
