Why Choose us as your CPA? "A+" Rating with Better Business Bureau Competitive Rates Licensed FREE Initial Consultation Experienced & Knowledgable CPAs Personalized Services Member of American Institute of CPAs Member of OR Society of CPAs BBB Accredited Business In business since 1983 We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
Since 1983, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieving future goals. This requires open communication to reach an understanding of our client's needs, thorough research, and sound analyses. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism.
Don Vanlue is the founder and sole shareholder of the firm. He has accumulated significant experience in business planning, accounting, financial statement preparation and tax compliance. Don is a member of the American Institute of Certified Public Accountants. He received his BA in Business Economics from the University of California, Santa Barbara. In addition to his public accounting experience, he has served as controller of a large state government agency and finance director of a large non-profit retirement community.
Tax law is a complicated affair that changes with each season. Through rigorous professional training and routine participation in industry briefings, we sustain mastery of the current tax law, complex tax code, and new tax regulations. This discipline enables us to offer a full range of tax planning, preparation, and support services.
IRS Representation
If you have been selected for an IRS audit, professional representation can set your mind at ease. We’ll take the lead in dealing with the tax authorities based on our familiarity with their procedures and our intimate knowledge of the tax code. We’ll make sure that you don’t get an unpleasant and unwarranted surprise at the end of the process.
Tax Services
Since 1983, our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Income Tax
Are you a sole proprietor? Have you been so focused on your business that you haven’t paid close attention to your books? No worries! We'll tidy things up and prepare your Schedule C as part of your personal income tax return. Then we'll help you set up an easy system to keep your books current going forward.
To build personal wealth, you need an investment management strategy that provides an appropriate blend of growth, asset protection, and income generation. Given your investment goals and risk tolerance, we’ll help you devise a savings and investment strategy that helps secure your future.
Develop processes and management controls to address your day-to-day bookkeeping activities (receipts, invoicing, bill payment), and train your accounting personnel
Payroll Services
We offer three payroll service options to meet the needs of different business owners and non-profit clients. All three services include...
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We use that information to provide you with tax, accounting, and/or financial planning services to you at your request.
Retirement Planning
Most of us look forward to the day when we have the means to bid farewell to our current occupations and explore new horizons. We can help you create a plan to attain financial independence and enjoy a comfortable retirement. This plan will consider your financial needs, your projected assets and income sources, tax treatments, and strategies to address projected shortfalls.
College Funding
Whether higher education is right around the corner or years away, we’ll work with you to estimate the required resources, explore available options for funding, and develop a suitable savings plan.