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Get In Touch
  • What We Do
  • Who We Are
  • Who We Serve
    • Service-Based Businesses
    • Healthcare
    • People
    • Construction
    • Hospitality
    • Real Estate
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
    • Testimonials
    • Podcasts
Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

Client Portal

SmartVault

SmartVault Tutorials

Video Library

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Zoom

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QuickBooks Online

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Right Networks

QuickBooks Desktop

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AnyDesk

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ShareFile

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Attention Businesses: File on Time or Pay the Price!

March 15th is the tax-filing due date for calendar year S-corporations and partnerships. While this filing deadline does not require making a tax paym...

Read more about Attention Businesses: File on Time or Pay the Price! ➞
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Business Advice: Every Impression Matters

With competition abounding for virtually every product or service, businesses need to hone every advantage available to them. One of the ways you can...

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Getting the Most Out of Homeowner's Insurance

Looking for a way to tackle insomnia? Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as ins...

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New Tax Rules Mean Changes for Retirement Accounts

The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Her...

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Know Your Rights When Debt Collectors Call

At some point in your life you may be on the receiving end of a debt collection phone call. More often than not, these calls are either fraud or in er...

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Tips for Working Beyond Retirement Age

You may be one of many Americans who plan to work into retirement. Some report they need to work because their savings declined over the past several...

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Creating Financial Goals as a Couple

Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve...

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Save Your Business Time and Money by Getting Organized

Here are some suggestions to help you master the art of documenting and organizing your business now and in the future.

Read more about Save Your Business Time and Money by Getting Organized ➞
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Jumpstart Your Savings with These 3 Rules

While U.S. savings habits are improving, nearly 50% of Americans have no more than $500 in the event of an emergency. If you want to ramp up your savi...

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Keys to Success as an Independent Contractor

Succeeding as an independent contractor, however, can be challenging because it requires understanding a different set of key success factors than bei...

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Why You Should File Your Tax Return Early

Tax filing season officially began on Monday, January 23rd. Not many people file that early, but for some taxpayers it makes sense to do so. Here are...

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Tips to Make Sure Your Tax Return Doesn't Get Stuck!

Here are several ways to make sure that your tax return is prepared and filed as quickly (and as accurately!) as possible.

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Keys to Keeping Great Business Records

Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart deci...

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Correcting Common Financial Mistakes

When a not-so-nice financial event hits, don’t let it take you down. Here are some common miscues and steps to remedy each situation:

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Alternative Ideas to New Year's Resolutions

It’s that time again when everyone has high hopes for how they are going to better themselves during the new year. The traditional way many people set...

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Bakersfield Office

3850 Riverlakes Dr
Suite E
Bakersfield, CA 93312

p:  (661) 488-7000

f:  (661) 367-9510

e: 

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