Thank you for visiting our website.
We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Our services range from management consulting to advanced accounting and involve collaborating with clients' bankers, attorneys, realtors, brokers, venture firms, and company officers and board members.
Management Advisory Services include business start-up assistance, business plans, and strategies for business restructuring and growth.
Advanced Financial Services include business valuations, bank financing arrangements, shareholder reports, financial statements, cash flow analysis, budgets, sales forecasts, and revenue projections.
Tax Planning, Preparation, and Representation Services include tax liability assessment, tax strategies, Federal and State taxes, and representation before the Internal Revenue Service, Franchise Tax Board, and other government agencies.
Retirement and Estate Planning Services include social security income projections, SEP or SIMPLE or 401k information, and facts on gift-giving, powers of attorney, wills and trusts.
For more detailed information about the services we offer, please go the the "Services" section of the website. Se Habla Espanol. Se Escribe Espanol.
We welcome any questions or comments you may have. Feel free to contact us at any time:
Patrick Sheridan, CPA
1526 Main Street
Redwood City, California 94063
You can also send us a message directly through the Contact page of this website.