Tax Planning, Trust Accounting & CPA Services

SERVICES OFFERED

Find the right CPA support for your next decision. We serve business owners, individuals, families, trustees and executors in Redding and Northern California.

Tax planning & preparation · Bookkeeping & accounting · Fractional CFO & controller · CPA-issued financial statements · Trust & estate support

Contractors, healthcare practices and other service businesses can start with accounting, tax planning or the financial statements requested by their lender or bonding agent. We discuss the scope and requirements before work begins.

Our Services

Fractional CFO & Controller
When your business outgrows basic bookkeeping but isn't ready for a full-time finance executive, a Fractional CFO fills the gap.
Includes:
- Cash flow forecasting and management
- Budgeting and financial modeling
- KPI dashboards and management reporting
- Capital raise preparation and lender support
- Strategic advisory and business planning
Fractional CFO & Controller
Tax Strategy & Compliance
Tax preparation is the minimum. Tax strategy is the advantage.
We work with you year-round — not just at filing season — to identify savings opportunities, structure your business correctly, and make sure you're never caught off guard by a tax bill.

Includes:
- Annual business and personal tax return preparation
- Proactive tax planning and strategy sessions
- Entity structure analysis (S-Corp, LLC, sole proprietor)
- Estimated quarterly tax calculations
- IRS and state notice response
Tax Strategy & Compliance
Bookkeeping & Accounting
Reliable books are the foundation of every financial decision you make — and every financial statement a lender or bonding agent will review.
- Monthly bookkeeping and bank reconciliation
- Financial statement preparation
- QuickBooks setup, cleanup, and management
- Accounts payable and receivable support
- Payroll coordination
Bookkeeping & Accounting
CPA-Issued Financial Statements (Assurance)

Some lenders, surety companies, and licensing boards require financial statements issued by a licensed CPA. We provide:
Compilation Reports
A CPA-issued compilation presents your financial data in standard format without expressing assurance. Required by many bonding agents and contractor licensing applications.
Review Engagements
A review provides limited assurance that financial statements are free of material misstatement — a step above a compilation, and often required for larger bonds or financing.
Agreed-Upon Procedures (AUP)
When a specific stakeholder needs targeted verification — a lender, investor, or regulatory body — we perform defined procedures and report factual findings.
All assurance services are performed in accordance with AICPA standards by Kateryna Dymedenko, CPA, licensed by the California Board of Accountancy.

Assurance Services