We'll analyze your tax situation…

To detect and fix missing opportunities and fix problem areas and help focus your after tax dollars. Soon, you'll be on your way to financial freedom, with your cash flow and lifestyle improved!

We'll make sure that you don't pay the IRS a penny more than you legally have to.

Since we focus on helping people, we know the tax laws that affect you inside and out. For starters, we make sure you take advantage of every allowable deduction, many of which you may now be missing. And with year-round tax planning, you'll rest much easier at tax time.

We'll take care of the details…

…so you can enjoy your life. You have your own life to live and you’re way to busy to get buried in bookkeeping, turbo tax and quickbooks and other headaches. We'll take it all backs so you can focus on your life.

We’ll help you look forward to an early retirement…

We’ll look at and help you set financial goals, look over every nuance, and provide you with an in-depth look at all your options — to help you accumulate the wealth you need to retire comfortably.

5 ways we can help you:

• Investment planning and retirement recommendations so you can "enjoy the ride"
• Answers to “Quick Tax Questions” so you can get on with your business.
• Tax planning and preparation, and experienced IRS and FTB representation, for greater peace of mind
• Double and Triple-checked, accurate tax preparation
• Keep you in compliance with payroll withholding and estimated tax payments, so you stay with in the safe harbor and avoid IRS and FTB penalties.

Working for you, working with you!

Lloyd V. Islip, CPA, founded our firm in 1958 with the guiding tenet of providing prompt, trustworthy service — always with personal attention. Together with his son, Patrick Islip, CPA, they and their accounting associates continue to offer you integrity, information, and personal involvement.

We're here Monday-Friday, as well as evenings and weekends, and will be happy to connect by phone, e-mail, or fax. We hope you'll call us right away to schedule a complimentary consultation to determine how we may help.

Call Today 916-488-1900