1839 Iron Point Rd., Ste 100 Folsom, CA 95630

Mon - Fri: 8:30 - 5:00 APPOINTMENT ONLY


Our Services


Having a solid tax strategy is key to reducing taxes. If you have a C, S corporation, LLC, Partnership, or Sole Proprietors, properly prepared tax returns can minimize tax payment. Tax law is complex, even with new tax reform, but it’s easy to overlook deductions and credits to which you are entitled.


As a small business owner, you have more important things to do than to worry about your accounting and bookkeeping. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Forensic Accounting

We offer fraud examination and business litigation services with a background in law enforcement to provide unparalleled forensic accounting services. We also help new or established businesses with monthly accounting to streamline reporting and tax preparation.

Wealth Management*

Your financial goals are our financial goals. We assist you in aligning your financial resources with your priorities. Where do you want to go financially? Our advisors will help you get there.

*Check the background of Ameritas Investment Company, LLC (AIC) or this investment professional in FINRA’s BrokerCheck