Who we help
We know what your line of work actually gets audited for
Generic accounting advice is worth roughly what it costs. These are the sectors we see most, and the specific things that go wrong in each one.
01The index
Eight sectors, and what changes in each
Each page is written about the work, not about us — the numbers that decide whether the business is healthy, and the filings that decide whether it stays out of trouble.
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Construction & Trades
Profit hides at the job level. If your accounting stops at the company P&L, you are guessing about which work is worth taking.
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Restaurants & Food Service
Restaurants run on two numbers — food cost and labour cost — and a month-old P&L is far too late to act on either.
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Trucking & Logistics
Cost per mile is the whole business. Everything else is commentary.
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Real Estate & Property
Depreciation, basis and participation status decide the after-tax return — long before the tenant pays rent.
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Healthcare & Medical Practices
A practice is a business with unusually complicated payroll, unusually large receivables, and very little tolerance for a late filing.
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Retail & E-commerce
Selling online means being a taxpayer in places you have never visited. The first step is knowing where.
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Professional & Creative Services
When the product is your time, the entity you file under and the estimates you pay are where the money is actually won or lost.
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Nonprofits & Churches
Exempt status is easy to lose administratively and hard to get back. Most of this work is about making sure that never happens.
If you are not on the list
This is not meant to be an exhaustive list
These are simply the kinds of businesses that walk through the door most often in the San Gabriel Valley. They are not a list of the only work we take, and a sector missing from it means nothing about whether we can help you.
The underlying work is the same in almost every case: books that are actually current, an entity that fits what you earn, payroll and sales tax filed on time, and someone licensed to answer the IRS if it writes. Tell us what you do and we will tell you honestly whether we are the right fit.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.