Services, Benefits, Client Spotlight, About Us


Excuse our website while we are making some changes.

Accounting, Bookkeeping, Tax Services, IRS Resolution, Business Development and Consulting, and…so much more!

We are a boutique business located in the heart of downtown Pleasanton serving the community by providing business solutions, assistance, and support.  Our specialty is business consulting, accounting, bookkeeping, tax preparation, and IRS resolution.

What are essential business concepts?

These are prudent practices that help develop and maintain the building blocks of business that encourage growth and success.

Develop a story and a brand.  What are your driving passions for starting a business? Do you know how to convey that to the public to ensure a welcoming response?

Relevant business setup, choose the right entity for your business.  Do you have assets to protect?  Do you have potential liabilities?  Are you required to operate as a specific entity for your industry?  Do you plan to hire, have partners, or shareholders?

Maintaining an accurate set of accounting books.    The benefits prove to be more than you may think.  Imagine not having to spend hours accounting for all your income and expenses on spreadsheets.  What would you do with that time?  Imagine improving business measures by accurately capturing all business assets, liabilities, income, and expenses so that you could review a comprehensive financial picture.

Establish continuity for smooth sailing come tax time.  Reduce time spent transferring information from one office to another.  Have your business and personal tax returns prepared without hassle and stress.

Relax, It’s all being handled for you!  Now, go grow your business.



350 Main Street

Suite N

Pleasanton, CA 94566

Feel free to stop in, call or email. 

We look forward to meeting you soon.

Phone | (925) 271-7055

Email |



Upcoming Events
February 2016
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Client Spotlight

Bouzon Art Gallery

Saturday, November 19th, 2011
6:00pm to 9:00pm
7253 SW 48th Street
Miami, FL 33155

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Member of the National Association of Enrolled Agents