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TAX SERVICES
  • Individual returns
  • Business returns
  • Estate, trust and gift returns
  • Sales and use tax returns
  • Business property statements
  • Amended returns
  • IRS representation
  • Income tax planning
  • Social security issues
ACCOUNTING SERVICES
  • Certified QuickBooks Pro Advisor - installation, setup and training
  • Bookkeeping - monthly, quarterly and annual
  • Cash receipt and disbursement processing
  • Financial statements – compilations and reviews
  • Trust accounting
  • Personal financial statements
  • Year-end 1099s and W-2s
ADVISORY SERVICES
  • Business consulting
    • Interim or part-time controller
    • Financial forecasts and projections
    • Cash flow and budgeting analysis
    • Accounting software selection and implementation
    • Type of entity selection
    • Financial and retirement decisions
    • Estate, trust and gift planning
  • Local governmental consulting
    • Interim or part-time management
    • Executive and program consulting
    • Staffing support
  • Executive coaching
 

7311 Greenhaven Drive, #110 Sacramento CA, 95831  |  Phone: (916) 392-4909  |  Email: ledgar@edgarandassociates.com

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