Get ready for a completely new accounting relationship
Full-service outsourced accounting, which manages your personal and business taxes, bookkeeping, payroll, 1099 vendors, and other tax and accounting areas.
Imagine having a fully licensed CPA on your team at a cost that is lower than hiring a bookkeeper.
1099
Reporting
Payroll
Processing
Sales Tax
Reporting
Budget PrepAration & ReportinG
Financial
Forecasts
Individual & Business Tax Returns
We partner with you and your firm seamlessly. Our firm takes only a limited number of clients on a monthly subscription basis to ensure that we are responsive and proactive with your personal and firm needs. We optimize your firm structure to minimize not only income taxes, but also payroll and other taxes. Our service makes filing your company and personal income taxes seamless. We work with you to save thousands of dollars in taxes by maximizing retirement and other favorable tax accounts based on your current situation. We run your payroll to reduce your workload and provide you and your employees with someone to help address any payroll issues.
Our Focus
MITIGATE TAXES
ENSURE COMPLIANCE
SAVE YOU TIME & MONEY
About Our Firm
Marta Puzia is a Certified Public Accountant licensed in the State of California. Marta began her accounting career at PwC, one of the “Big 4” accounting firms, in the area of Corporate and Partnership Taxation, and worked in their Chicago, Dallas, and San Francisco offices. After leaving public accounting Marta worked in taxation at the large, publicly traded, private equity firm, KKR, in their San Francisco office. She focused on taxation and accounting for private equity funds and limited partnerships.