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Mill Valley Request For More Information
The Finance Office
 
205 Camino Alto, Ste. 150
Mill Valley, CA 94941
  (415) 968-5314
  Visit Website
“Financial Solutions For Small Business“
 
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Business Description
Financial Solutions For Small Businesses offering bookkeeping, complete tax Services, Business Planning, Payroll, Tax Disputes and Negotiations with all agencies handling corporate, individual, partnerships, LLCs, and sole proprietors.

Services Offered

  To request additional information please call us at (415) 968-5314 or visit our Website. To submit a request please click on the services offered below.  
   
     

Frequently Asked Questions

General Questions
Q.  Do you have a customer satisfaction or refund policy?
Accounting & Bookkeeping
Q.  What services do you provide? What are your specialities?
Q.  What are your qualifications? What professional certifications do you have?
Q.  How do you charge for your services?
Q.  Why should we use you for our accounting needs?
Business Tax Preparation
Q.  What are your qualifications and experience?
Q.  Will you come to our location?
Q.  What are your rates?
Q.  Why should we choose you for our tax needs?
Tax Preparation
Q.  What are your qualifications and experience?
Q.  Will you come to my location?
Q.  What are your rates?
Q.  Why should I choose you for my tax needs?

Q.  Do you have a customer satisfaction or refund policy?
  We do not require advance payment or retianers. Our responsibility is to keep you a satisfied customer every month, or on each engagement.

Q.  What services do you provide? What are your specialities?
  Accounting, bookkeeping,payroll, buy sell negotiations, internal controls, financial and labor compliance, retirmenet planning and tax planning.

Q.  What are your qualifications? What professional certifications do you have?
  I have a valid CPA license, MBA, and MS Tax and many years experience as a corporate comptroller.

Q.  How do you charge for your services?
  I flat bill based on the work required, no hourly fees, no retainers, advances or phone fees.

Q.  Why should we use you for our accounting needs?
  I'm a comptroller, not a GAAP accountant. I help business managers solve their problems and make better management decisions.

Q.  What are your qualifications and experience?
  In addition to my training and education, I was a corporate comptroller for many years.

Q.  Will you come to our location?
  When necessary it is not a problem.

Q.  What are your rates?
  We flat bill based on the forms and amount of work necessary. I set the fee in advance.

Q.  Why should we choose you for our tax needs?
  You should only choose a financial professional you feel comfortable with and can communicate easily. That's why we offer a free initial consultation.

Q.  What are your qualifications and experience?
  I have 20 years experience in all types of tax planning, negotiation, preparation and dispute resolution.

Q.  Will you come to my location?
  When necessary I am more than willing.

Q.  What are your rates?
  I flat bill based on the work involved. I provide a billing rate before beginning work.

Q.  Why should I choose you for my tax needs?
  You should choose me, or any professional only if you find communication is easy and our styles are compatible.
 
 
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