Tax, Accounting & Advisory Services
From your personal return to your business books, we handle the numbers so you can focus on what matters. As a boutique firm, you work directly with partners Bob Wheeler and Shelley Bi and a small team who know you by name, understand how your business and personal finances connect, and stay with you year after year.
That personal attention is backed by more than 30+ years of experience guiding individuals, business owners, trusts and estates through everything from annual returns to more complex and unique tax related matters.
What we do
We Can Help You With
We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses.
Income Tax Preparation & Filing
Accurate returns, filed on time, with every deduction you're entitled to.
- Individual Tax Returns
- Business Tax Returns
- Corporate and Partnership Tax Returns
- Non-Profit Tax Returns
- Estate/Trust Tax Returns
- Payroll & Sales Tax Returns
Federal, State & Local Tax Resolution
Got a letter from the IRS or the state? We step in and deal with them for you. Shelley has represented clients before the IRS and state tax authorities on seven-figure disputes.
- Filing Back Taxes
- Government Agency Penalty Notices
- Government Agency Penalty Abatement
- Government Agency Resolution Services
- Release of Seizures, Levies & Tax Liens
- Resolving Tax Issues for Businesses and Individuals
Accounting & Auditing
Clean, reliable books and reports you can make decisions with.
- Business & Individual Accounting & Bookkeeping Services
- Audit, Review & Compilation Reports
- Trust Accounting Services
- Financial Reports
- Internal Controls
- General Ledger Review
- Business/Employee Benefits Consulting
Financial Services
Know where your money is going and where your business is headed.
- Budgeting & Financial Analysis
- Cash Flow Management
- Business Consulting
- Forecasts & Projections
- 401(k) Pension Solutions
- Business Start-Up Consulting
- Business Payroll Solutions
Tax Planning & Other Services
Plan ahead so tax time holds no surprises.
- Strategic Business Planning
- Individual & Retirement Planning
- Multi-State Business & Individual Planning
- Local Government Tax Reporting
- Tax Services for US Citizens Abroad
- Tax Compliance & Planning
- Estate & Trust Administration
- Tax Liability Consulting
Other Business Services
Support for every stage of your business, from day one to the last.
- New Business Consulting
- New Business Formation
- New Business Forecasting
- Federal, State & Local Licenses & Permits
- Estate and Trust Formation
- Dissolution of Business
- Executive Coaching
- Business/Partnership Consulting and Mediation
Notary services
Need Something Notarized?
Anthony, our notary, offers notary services at our Los Angeles office for clients and the public. Appointments are recommended, so please call our office to book.
Need a notary to come to you? Travel can be arranged; call us for a quote.
We notarize most documents, including:
- Affidavits and sworn statements
- Powers of attorney
- Trust and estate documents
- Real estate and business documents
Before Your Appointment
- Bring a current, government-issued photo ID, such as a driver's license or passport.
- Every person signing must come in person.
- Don't sign your document ahead of time. You'll sign in front of the notary.
- Our notary can't give legal advice or help fill out legal documents.
What clients say
In Their Words, Not Ours
Vicki B.
★★★★★
“We needed tax advice as my career began to find traction and become profitable. He advised us on incorporation and we have greatly benefited from his strategy for our financial benefit. He is a brilliant person and also a patient and kind person who has helped us make excellent financial decisions.”
Client · Yelp
Karen B.
★★★★★
“We moved here three years ago from UK and had been overwhelmed by the financial pitfalls of opening a company in USA. Joanna, Shelley and the team were fantastic! They clawed back much lost income due to previous poor accountancy and have worked tirelessly to make sure we move through the minefield that is international taxation without paying more than we legally should. Employing this firm was the best thing we ever did financially.”
Business owner · Yelp
Not Sure Which Service You Need?
That's what the Discovery Call is for. Tell us what's going on, and our team will point you in the right direction. It's free, with no obligation.