Tax Solutions for Businesses & Individuals

Solve Your Tax Problems Today

IRS Audit Representation
Tax Liens
IRS Notice or Summons Response
Stop Bank Levy or Wage Garnishments
Offer in Compromise Settlements
FTB Suspended Entity Revivor
Asset Protection and more . . .


Bookkeeping & Accounting

Whether you need support monthly, quarterly, annually, or something in between, we can customize a support solution to fit your needs. Bookkeeping services include the following: 

Business Accounting Reconciliations

Reconciling your business accounts each month allow us to keep your bank, credit card, accounting ledger, and taxes up-to-date. Having us reconcile your accounts each month allows you to... 

  • Identify lost checks, lost deposits and unauthorized wire transactions.
  • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
  • Detect and prevent embezzlement of funds from within your company.
  • Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
  • Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.
  • Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.
  • Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.
  • Track revenues and expenses so that you can determine the operating performance of your business. 
  • Determine what areas of your business are over-budget or under-budget.

Compilation Financial Statements

Accurate and understandable financial statements are essential tools to gauge overall business performance, and to assess the strength of your business’ financial position.  Therefore, the bookkeeping data you provided is summarized into a period-ending Income Statement (i.e. P&L), Balance Sheet, and related reports (as requested) to provide needed insights into profitability, shareholder equity, and any working capital needs.  

  • Track revenues and expenses so that you can determine the operating performance of your business.
  • Determine what areas of your business are over-budget or under-budget.
  • Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
  • Determine your income tax liability.

Maintaining a Clean General Ledger

The general ledger is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we'll fix the discrepancies so your books are always accurate and kept in tip top shape.

Complimentary Consultations

At the end of each supported period (i.e. monthly, quarterly, etc.) you’ll receive a complimentary 1-hour consultation to discuss your financial statements, and answer any questions to ensure you fully understand how to interpret and utilize the financial information provided. The consultation is already included in your bookkeeping fee, so take advantage of your complimentary consultation. 

If you'd like to receive a free consultation on our Small Business Accounting Service, please complete this form.

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What Clients Say


"Highly recommended. Had an IRS tax problem with on-line estate sales. (Trish) walked me through the process of getting it straightened out and bill down to zero!"
-Roland C, California


"I was in a tax mess that stemmed from my divorce in 2007. Trish took my case and never judged or belittled me. Trish did so much more than fix my tax problems, she gave me back my piece of mind." -Jennifer L.


"Hiring Trish was the best decision that I could have made. Trish saved me from that aggressive IRS auditor. I would have owed the IRS at least $20,000, Trish was able to ultimately get my tax bill down to $5,000." -Keizia K.


"I have used Trish Harris on a few occasions over the past several years including an IRS audit and a FTB tax issue for my LLC. She was awesome. Don't stress yourself out, call her today." -Donovan R


"We had a number of tax challenges that became completely overwhelming. Trish served as our liaison with the IRS and sorted everything out. Thank you Trish for all your help." -Karen R


"I had a complicated tax issue, so shopped around for a smart, knowledgeable and personable professional. Trish was all of the above. She has my business." Sharon L