Firm Designation

 

This is a Tax firm.  We focus on the tax needs of small business.  Employees Jennifer Zhou and Tawni Berg are CPAs, each with Masters degrees in accounting and prior experience at “big four” CPA firms.  The principal has a law degree and a Masters in Tax Law.  He is not a CPA.  Thus, this is not a CPA firm.  The services provided by this firm are similar to quality CPA firms (tax preparation, tax consulting, business consulting, payroll, Quickbooks consulting and bookkeeping).  However, we do not provide compiled, reviewed or audited financial statements, which can be provided by a CPA firm only.  In our experience, the vast majority of small businesses do not require these services.  A small business would require the extra expense of these services only if it is required by a lender or investor.  If such services are needed, we are in contact with other quality firms that can provide these services.